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Patrick O'Meara
Chairman & CEO, Inveniam Capital Partners
Patrick D. O'Meara is a visionary leader at the forefront of transforming global capital markets through Inveniam's patented technology, specializing in providing data integrity and visibility for private assets like commercial real estate, private equity, and municipal bonds.
Inveniam's groundbreaking approach focuses on utilizing tomorrow's technology today to enhance transparency, lower borrowing costs, and enable sophisticated leverage and hedging strategies by leveraging the power of data and blockchain technology.
O'Meara is deeply involved in the digitization of the private markets, where Capital Markets, Blockchain, and Big Data intersect to enable real-time pricing, risk management, automated investment tools, and efficient capital flow to illiquid assets through Inveniam.io, a cutting-edge SaaS platform.
With a strong educational background in Philosophy and Theology from Franciscan University of Steubenville and experience in various leadership roles in notable organizations such as Mummolin Inc, Tokeny Solutions, Oasis Pro Markets, and University of Mary, O'Meara brings a wealth of expertise to the financial industry.
Having held positions like Chairman & Chief Executive Officer at Inveniam Capital Partners, President at Inveniam Capital Partners, and Chief Investment Officer & VP for Mission Advancement at University of Mary, O'Meara has demonstrated a deep understanding of financial markets and a commitment to innovation.
O'Meara's diverse experience also includes roles such as President & Founder at O'Meara, Ferguson, Whelan, and Conway, Inc., PCS at Bear Stearns Companies, and Registered Rep at Raymond James Financial Inc., showcasing his versatility and proficiency in the financial sector.
Through his leadership and advocacy for data-driven solutions, O'Meara is actively shaping the future of global capital markets, promoting transparency, efficiency, and accessibility to private assets through advanced technologies and innovative strategies.
Highlights
I am headed home from my 10th trip to Abu Dhabi this year. I am leaving a day early this week to watch my son run out of the tunnel at the Big House against Fresno State. Watching him grow and develop as a young man has been phenomenal. I love celebrating every one of my children, I was talking to a good friend of mine and we were saying the most satisfying thing as you get older is that there is no one you would rather spend time with than your children.
I have been away 5 of the last 8 weeks on the other side of the world largely missing the summer with my children to drive significant partnerships and launches thus fall. The trading of private market assets and in particular derivatives for Alternatives is a multi-disciplinary technology delivery. This includes distributed ledger, distributed compute, and distributed data connected to the most powerful AI tools in the world. the last several weeks we have been knocking the technology integrations and hurdles out of the park. Now we are working on/finalizing the business, legal, and Regulatory steps. Every single day is a grind as we seek to deliver capital markets 2.0 with some of the greatest partners in the world.
We are looking for partners who want to collaborate, join us as we deliver the next generation of Capital Markets for Real Estate, Infrastructure, Private Credit, and Private Equity.
In the mean time, Go Blue!!! My Son Tomas, at the opening pep rally introducing the new players yesterday, in 5th grade, and as a reciever/RB.
University of Michigan G42 Mubadala ADX The Carlyle Group Hedgehog Cushman & Wakefield Mastercard Rialto Markets InvestaX Oasis Pro TD Valuation Partners Ingram Micro SEI Macquarie Group Alvarez & Marsal MUFG Investor Services Mizuho U.S. Bank SS&C Technologies Deloitte Armada Asset ICE Aptos Foundation Hedera Ondo Finance Kadena OCEAN Polymesh WisdomTree
Data soveriegnity is the next great fight. If we are going to store value and transmit value via ownership in Real World Assets then we either need the world's largest referencable data base or we need a decentralized data solution. This can not be static and must be able to have short interval zk audits(daily), as well as data sharing with context, attribution, and trust.
This is important because it is not just about what is on the ledger, but what the instrument on the ledger represents, it is a unit, interest, share, of a legal thing that is understood in the jurisdiction in which it is traded. If this is just a unit of a publicly traded thing Pyth Network + the Edgar Data base is enough, or use Chainlink. But if this data is private and you want to control it in your own systems according to your data retention and data destruction policies, ensuring your GDPR compliance, you need to control your own data...
This data will not be static. One BTC is one BTC, this single variable, where the decimal is(floating point), is easy, but if there is entropy in the asset you need real time survellience of the asset to understand the performance of the asset. In many cases this sets off a flow of calculations or work flows, ie determining the Gross Asset Value, then running a waterfall, then the carry calculation, valuing the cap stack, so you can trade the cap stack, informing a risk book, feeding your eFront ....this can not be done with 10 finger automation and excel as your middleware.
In most cases this unstructured data sits at the edge (not in one big data lake). This is were the massive advancement of AI can transform the largest data set not yet processed thoroughly by big data...private markets. In your own data systems, using Inveniam you can anchor your data to any of 14 chains, providing proof of state of data, then you can use OpenAI or Anthropic to chunk the the data, or vector embed the data and this is stored on a weaveate database in the client's environment, not on Inveniam. This allows your data to be interrogated by AI in a fully homomorphic manner with the full value of any AI inference done at scale with out losing your ability to have total co trol and Proof of Process of the data, as you use the world's largest commercially available ai tools, such as Microsoft and G42 Inception tool for the inference. As new AI tools spring up you just add them to the list of tools you use against specific data sets, with context, attribution, and trust.
Decentralized Ledger Decentralized Compute Decentralized Data
This powers private funds becoming interval funds with daily AVM on assets in the portfolio, and monthly 3rd party marks at 5% of the current cost. Cushman & Wakefield. This will bring daily subscriptions and weekly redemptions on interval CRE funds, PE, Infrastructure, and Private Credit. This will drive Derivatives for Alternatives, with data soveriegnity. IBM watsonx The Carlyle Group TPG InvestaX Rialto Markets
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Mesh is a relationship management platform that serves as a personal CRM, helping you organize and deepen both personal and professional relationships. It functions as a beautiful rolodex and CRM available on iPhone, Mac, Windows, and web, built automatically to help manage your network efficiently. Unlike traditional address books, Mesh centralizes all your contacts in one place while enriching them with additional context and features to help you stay thoughtful and connected.
Mesh works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Mesh offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
- Network Strength: Visualizes the strength of your relationships relative to others in your network
- Timeline: Shows your relationship history with each contact
- Smart Search: Allows you to search using natural language like "People I know at the NYT" or "Designers I've met in London"
- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Mesh is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Mesh is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Mesh as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Mesh offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Mesh takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Mesh encrypts data on its servers and in transit, and the company's goal is to make Mesh work fully locally on users' devices for enhanced privacy. Mesh is also SOC 2 Type 2 certified.
Mesh is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Mesh is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Mesh offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Mesh offers a Pro Plan ($10 when billed annually) with unlimited contacts. Mesh for Teams starts at $49/month/seat. The pricing structure is designed to make Mesh accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Mesh offers extensive integration capabilities. Mesh introduced a new Integrations Catalog that centralizes information on all of the products and services Mesh supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Mesh also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
Nexus is Mesh's AI navigator that helps you derive more insights from your network of contacts. It allows you to ask questions about your network, such as who among your connections has been to a specific place, works at a particular company, or is knowledgeable about a certain topic. Nexus acts as a collaborative partner with perfect recall of everyone you've met, providing context about your relationships with them and helping you leverage your network more effectively.
Mesh makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Mesh's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Mesh is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Mesh stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Mesh excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Mesh is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Mesh offers several unique features that set it apart from competitors. Mesh focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Mesh also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Mesh offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
Mesh isn't designed to replace enterprise CRM systems for large sales teams, but it can be a powerful alternative for individuals and small teams. Many people use Mesh instead of Salesforce, Hubspot, and Pipedrive. Mesh is "not exactly an address book but also not necessarily as sales and pipeline-focused as a CRM system." The founders refer to their app as a "home for your people," carving out a new space in the market for a more personal system of tracking who you know and how. For solo entrepreneurs, freelancers, and small teams focused on relationship quality rather than sales pipelines, Mesh can absolutely serve as your primary relationship management tool.
Mesh is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Mesh's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Mesh has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Mesh a comprehensive hub for all your relationship information.
Mesh's AI capabilities are at the forefront of personal CRM innovation. Nexus, Mesh's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Mesh has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Mesh's elegant design and powerful features. Many users describe Mesh as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Mesh eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.