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Your partner in navigating private markets

Empowering RIAs with the next-generation private investment platform.

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What makes us different

01

We invest with you

As principals, we back and hold investments on our platform, which means our incentives are aligned with you and your clients.

02

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.

03

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.

Start
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Explore possibilties

Get client-specific guidance, run analyses, and explore content from our expert network.

Explore

Build a custom plan

Our software, backed by our investment team, will help you craft high-quality investment plans and narratives for your clients.

Custom

Transact with ease

Our team and technology handles the heavy lifting to minimize pain points throughout the transaction process.

Transact
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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.

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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.

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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.

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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.

Exclusive Insights

Timely analysis, thoughtful education, and candid interviews from the top private market experts, investors, and allocators.

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Manager
Manager Interview

Designer Fund’s Focus on Leveraging Design to Unlock Value

6 MIN WATCH
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Expert
Expert Analysis

Resurrecting the Income Portfolio

6 min read
Educational
Educational Insights

What is Private Credit?

6 min Watch
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Expert
Expert Analysis

The Biggest Private Market Pain Points

4 min watch
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More exclusive content awaits

L-Photo
Manager
Manager Interview

Designer Fund’s Focus on Leveraging Design to Unlock Value

6 MIN WATCH
M-Photo
Expert
Expert Analysis

Resurrecting the Income Portfolio

6 min read
Educational
Educational Insights

What is Private Credit?

6 min Watch
Card-Insight-M-Graphic
Expert
Expert Analysis

The Biggest Private Market Pain Points

4 min watch
card-logo

More exclusive content awaits

Your dedicated sourcing and diligence team

Invest alongside the world’s pre-eminent family offices, pensions, and endowments in exclusive, pre-vetted funds.

Stage 01

Rigorous sourcing

We combine our exclusive network of thousands of private managers and allocators with a robust analytical framework to identify standout opportunities.

Stage 02

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.

Stay informed

Sign up for our monthly roundup of private market news, investment analysis, and company developments.

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Get in touch

Tell us about your practice and a member of our advisory services team will be in touch shortly.
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