Reimagining private markets
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Reimagining private markets
Opto’s customized solution
Our experienced team becomes an extension of yours, with a flexible level of engagement. You can just leverage our cutting-edge software platform to offer your internally-sourced private markets offerings, or we can also partner with you to develop and deliver a comprehensive program, including investment selection.
Learn more about how we're building here.
Branded software platform
- Customize a white-labeled experience with your branding - for both users and end clients
- Tailor user experiences with role-based permission sets
- Accelerate client onboarding with a single mapped subscription document per client and bulk investor upload functionality from CRMs/reporting systems
- Centralize client service in our task center, easily access investment information, analytics, and legal terms
Fund structuring & creation
- Collaborate to determine optimal fund structure
- Decide appropriate roles and responsibilities for you and Opto (i.e., Single advisor to fund, co-advisory roles, advisor and sub-advisor role)
- Co-develop suite of legal documents
- Set up fund-linked bank accounts for streamlined execution
Allocation & pacing tools
- Leverage in-house analytical tools to build proprietary funds (i.e., model potential allocations across asset classes) to meet client objectives
Investment diligence & selection
- Determine your ideal approach to deal sourcing and diligence. Either:
- You source and diligence, we provide support as requested
- Opto sources deals in-house through our Investment Management team; and/or
- We conduct diligence in-house, with support by a third-party partner (LCG and/or Aksia)
Marketing & fundraising support
- Support advisors through:
- Private markets-focused education (for advisors/clients)
- Fundraising materials
- Branding/messaging support and collaboration on press releases
- Provide demos and training on Opto platform
- Assist in defining private markets program objectives and driving fundraising activity
- Monitor progress with real-time fundraising tracking
Ongoing operational support
- Integrate your fund with existing tech stack, custodians, and reporting providers for client- and fund-level data
- Leverage support with client communications, capital calls and distributions, and post-trade investment servicing - including investment updates, tax and reporting materials
Opto’s customized solution
Opto is here to transform the complexity of private markets investing into a simple, personalized experience. We help registered investment advisors and family offices build proprietary private markets vehicles through partnership tailored to their needs.
Our experienced team becomes an extension of yours, with a flexible level of engagement. You can just leverage our cutting-edge software platform to offer your internally-sourced private markets offerings, or we can also partner with you to develop and deliver a comprehensive program, including investment selection.
Branded software platform
- Customize a white-labeled experience with your branding - for both users and end clients
- Tailor user experiences with role-based permissions
- E.g., Allocator, advisor, operations specialist
- Accelerate client onboarding with a single mapped subscription document per client
- Bulk-upload investors from your CRM or reporting systems
- Centralize client service in our task center
- Leverage easily accessible investment information, analytics, and legal terms
- Read and share relevant content from our extensive Insights library
Fund structuring & creation
- Collaborate to determine optimal fund structure based on objectives and client suitability
- Drawdown or registered funds
- 3(c)(1), 3(c)(7)
- Drawdown or registered funds
- Decide the appropriate roles and responsibilities for you and Opto
- Single advisor to fund, co-advisory roles, advisor and sub-advisor role
- Co-develop suite of legal documents
- E.g., Limited Partnership Agreements, Private Placement Memorandum, Investment Management Agreement
- Set up fund-linked bank accounts
Allocation & pacing tools
- Leverage in-house analytical tools designed to assist allocators in building proprietary funds (i.e., modeling potential allocations across asset classes) to meet client objectives
- Tools include: allocation builder, pacing tool, proposal, planner
Investment diligence & selection
- Determine your ideal approach to deal sourcing and diligence. Either:
- You source and diligence, we provide support as requested
- Opto sources deals in-house through our Investment Management team, taking advantage of our AI-supported sourcing and established networks; and/or
- We conduct diligence in-house, with support by a third-party partner (LCG and/or Aksia)
Marketing & fundraising support
- Partner with us on marketing and fundraising
- Support advisors through:
- Private markets-focused education via decks and insights materials that can be shared with clients
- Fundraising materials for advisors
- Branding/messaging support and collaboration on press releases
- Assist in defining private markets program objectives
- Provide demos and training on Opto platform
- Upload investors in bulk
- Leverage broad support across your investment, operations, and advisor arms to drive fundraising activity
- Monitor progress with real-time fundraising tracking
Ongoing operational support
- Integrate your fund with existing tech stack, custodians, and reporting providers to push and pull both client- and fund-level data for stakeholders
- Leverage support with client communications, money movements (capital calls and distributions), and post-trade investment servicing
- Provide updates on managers, funds, and underlying investments
- Prepare relevant tax and reporting materials
Opto’s customized solution
Opto is here to transform the complexity of private markets investing into a simple, personalized experience. We help registered investment advisors and family offices build proprietary private markets vehicles through partnership tailored to their needs.
Our experienced team becomes an extension of yours, with a flexible level of engagement. You can just leverage our cutting-edge software platform to offer your internally-sourced private markets offerings, or we can also partner with you to develop and deliver a comprehensive program, including investment selection.
Branded software platform
- Customize a white-labeled experience with your branding - for both users and end clients
- Tailor user experiences with role-based permissions
- E.g., Allocator, advisor, operations specialist
- Accelerate client onboarding with a single mapped subscription document per client
- Bulk-upload investors from your CRM or reporting systems
- Centralize client service in our task center
- Leverage easily accessible investment information, analytics, and legal terms
- Read and share relevant content from our extensive Insights library
Fund structuring & creation
- Collaborate to determine optimal fund structure based on objectives and client suitability
- Drawdown or registered funds
- 3(c)(1), 3(c)(7)
- Drawdown or registered funds
- Decide the appropriate roles and responsibilities for you and Opto
- Single advisor to fund, co-advisory roles, advisor and sub-advisor role
- Co-develop suite of legal documents
- E.g., Limited Partnership Agreements, Private Placement Memorandum, Investment Management Agreement
- Set up fund-linked bank accounts
Allocation & pacing tools
- Leverage in-house analytical tools designed to assist allocators in building proprietary funds (i.e., modeling potential allocations across asset classes) to meet client objectives
- Tools include: allocation builder, pacing tool, proposal, planner
Investment diligence & selection
- Determine your ideal approach to deal sourcing and diligence. Either:
- You source and diligence, we provide support as requested
- Opto sources deals in-house through our Investment Management team, taking advantage of our AI-supported sourcing and established networks; and/or
- We conduct diligence in-house, with support by a third-party partner (LCG and/or Aksia)
Marketing & fundraising support
- Partner with us on marketing and fundraising
- Support advisors through:
- Private markets-focused education via decks and insights materials that can be shared with clients
- Fundraising materials for advisors
- Branding/messaging support and collaboration on press releases
- Assist in defining private markets program objectives
- Provide demos and training on Opto platform
- Upload investors in bulk
- Leverage broad support across your investment, operations, and advisor arms to drive fundraising activity
- Monitor progress with real-time fundraising tracking
Ongoing operational support
- Integrate your fund with existing tech stack, custodians, and reporting providers to push and pull both client- and fund-level data for stakeholders
- Leverage support with client communications, money movements (capital calls and distributions), and post-trade investment servicing
- Provide updates on managers, funds, and underlying investments
- Prepare relevant tax and reporting materials