Get in touch with us at partner@optoinvest.com. We’ll work together to design a partnership that makes sense based on your capabilities and needs, be that to launch a single feeder fund or a program of private markets drawdown and/or registered fund vehicles.

As soon as the ink is dry on a letter-of-intent, 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 two to three weeks for a single feeder fund, to six to eight weeks for a diversified proprietary fund vehicle.

Opto is a revolutionary end-to-end solution for wealth managers to build, fundraise for, and manage private markets programs at scale - without scaling your team.

Confidently construct a private markets program using Opto’s analytical tools. Leverage a seamless workflow that connects curated datasets, asset allocation tools, proprietary fund research, and on-demand due diligence to create your ideal fund program. Combine your best ideas with ours in a bespoke partnership tailored to your needs.

Create unique, proprietary, diversified portfolios that help deliver personalized private markets exposure to each of your qualified clients. Build target allocations that meet each client’s goals, and produce thoughtful multi-year investment schedules tailored to their individual needs.

Our platform automates admin processes across the entire private markets investment journey, saving you hours of time inputting client data, creating compelling proposals, completing subscription documents, managing capital calls, and delivering client communications.

We forged a business free from the faulty legacy incentives on which this market is built. 

We do not offer static fund menus of asset gatherers, because we are not compensated by fund managers to offer funds, which enables an undiluted focus on quality.  We raised an outsized amount of capital to implement a business model to reinvent private markets for the long term and secure allocations to difficult-to-access opportunities.

We arm you with the tools and data so you can identify the right opportunities for your clients (and avoid the wrong ones). We are principled, bold, and opinionated. When we recommend an investment, it's with purpose. When we pass, it's with conviction.

We are product and engineering leaders born of Silicon Valley that know we can only fix a broken private markets system through the power of technology. Our platform saves you hours of work, banishing the nightmare of PowerPoints, spreadsheets, and paperwork to the past.

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 and integrate with custodians that include BNY Mellon - Pershing, Charles Schwab, and Fidelity, and reporting providers that include Addepar, Orion, Gen II, Envestnet Tamarac, and Black Diamond.

Our funds currently 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.

Opto has deep and broad networks across family office allocators and private fund managers that we can call on to supplement yours. Co-founder Joe Lonsdale augments our sourcing capabilities, while we also work with established third-party diligence firms LCG and Aksia.

Our experienced investment management team leverages proprietary, cutting-edge analytical tools with AI-driven workflows. As a client on our platform, you can use the same research tools. Browse and evaluate private funds, and directly request our opinion on potential investments.