Rapidly launch a fund or program

Streamline the fund formation process to rapidly deliver and scale a private markets program tailored to your needs

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Simplify the complex

We work with you to customize the structure and asset class mix of your proprietary private markets fund or program, and can partner on fund selection: bring your best ideas and combine them with ours

Legal guidance for fund formation

Our legal team provides comprehensive guidance on fund structure, drafting the full suite of fund formation materials in partnership with you and your legal and compliance team(s)

Relationships that drive deal flow

We are your partner for accessing differentiated opportunities, combining our extensive network with yours to construct the right private investment vehicle for your clients

Dedicated onboarding support

Your dedicated relationship manager guides onboarding aligned to the needs of your firm—including in-depth software training—and remains a resource post-launch to support your program’s success

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Tailor private portfolios

Create private allocations suited to your client base and build them into your own model portfolios

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Structure to your needs

Rapid, flexible fund formation: either a multi-fund vehicle, a single-asset special purpose vehicle (SPV) feeder, a 3(c)(1) or 3(c)(7) fund, or a registered fund

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Elevate your investment selection

Browse and compare funds and customize your investment research with filters that surface high-conviction ideas aligned to your strategy

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Leverage AI-enhanced diligence

Enhance your diligence with robust fund analysis and diverse data sets, plus real-time collaboration with our IM team—request additional diligence on prospective investments on our platform

Leverage AI-enhanced diligence

Partners in better client outcomes

We built Opto as a fiduciary to seek better alignment with our clients. We don’t offer static fund menus or take compensation from managers to offer funds, enabling an undiluted focus on quality.

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2.8k+ funds

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We present our entire range of reviewed funds in-app, arming advisors with clear insights to simplify decision making

1. Opto internal data and analysis, as of May 27, 2025.

Streamline sourcing and diligence 

Enhance your investment decision making and collaborate with Opto's IM team in our diligence suite—a central location to efficiently browse, assess, and compare opportunities

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Streamline sourcing and diligence 

Enhance your investment decision making and collaborate with Opto's IM team in our diligence suite—a central location to efficiently browse, assess, and compare opportunities

Book a demo