Engineering the future of private markets

Opto is engineering the future of private markets, offering a solution for wealth managers to efficiently build and manage differentiated private investment programs.

Opto’s end-to-end technology solution dramatically streamlines building, fundraising for, and managing a bespoke private markets fund or program, allowing independent investment advisors, family offices, and private banks to scale their offerings without scaling their team.

Reach out to us at partner@optoinvest.com to explore a partnership tailored to your goals — whether it’s launching a single feeder fund or a program of private markets drawdown and/or registered fund vehicles.

Once a letter of intent is signed, we’ll leverage our cutting-edge technology and in-house compliance, investment management, legal, marketing, and operations teams to get you to fund launch: typically in as little as 2–3 weeks for a feeder, to 6–8 weeks for a diversified proprietary fund vehicle.

Private markets are broken—shaped by legacy incentives and static fund menus filled with asset gatherers.

We raised an outsized amount of capital to build a business model designed to reinvent private investing for the long term—and secure allocations to difficult-to-access opportunities.

To forge a business free from the faulty incentives that define this industry, we choose not to receive compensation from fund managers to offer funds. This enables an undiluted focus on quality.

Armed with the tools and data to identify the right opportunities, our clients combine their best ideas with ours in a bespoke partnership tailored to their needs.

We can seamlessly integrate your private markets program into your existing infrastructure, connecting with major custodians, investment management tools, and reporting providers.

We currently connect with custodians including BNY Mellon - Pershing, Charles Schwab, and Fidelity, and reporting providers such as Addepar, Orion, Gen II, Envestnet Tamarac, and Black Diamond.

We can invest across infrastructure, private credit, private equity, real estate, and venture capital, both in funds and selectively in direct investments, based on your fund strategy and requirements.