What makes us different
We invest with you
We built this for you
We’re investors and technologists at heart, passionate about building the best possible private investment experience, specifically geared for RIAs.
We are here for you
As a customer, you have a dedicated team of investment, operations, and technology experts available to help your practice and clients build better outcomes with private investments.
Start with you
We tailor private market investment portfolios around your client and practice goals.
Get client-specific guidance, run analyses, and explore content from our expert network.
Build a custom plan
Our software, backed by our investment team, will help you craft high-quality investment plans and narratives for your clients.
Transact with ease
Our team and technology handles the heavy lifting to minimize pain points throughout the transaction process.
Easing the burden of private investing
We aim to source highly sought-after investment opportunities in venture, private equity, real estate, private credit, and infrastructure - and create custom portfolios based on your clients' goals and risk tolerance.
Improve investment outcomes
Increase your ability to achieve clients’ yield, long-term growth, or risk-adjusted return goals by identifying and adding well-suited private managers to their portfolios.
Spend more time with clients
Opto handles the traditionally cumbersome and resource-intensive compliance and operations procedures involved in private investing, freeing your team up to focus on what matters.
Make every conversation matter
With personalized client investment solutions and educational materials, Opto gives you the tools to explain, engage, and excite clients with private investments that help achieve their goals.
Timely analysis, thoughtful education, and candid interviews from the top private market experts, investors, and allocators.
Your dedicated sourcing and diligence team
Invest alongside the world’s pre-eminent family offices, pensions, and endowments in exclusive, pre-vetted funds.
We combine our exclusive network of thousands of private managers and allocators with a robust analytical framework to identify standout opportunities.
Robust due diligence
We leverage our team of internal due diligence and operations experts, combined with world-class external diligence partners, to vet every opportunity.
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