Fundraise faster with materials that inspire action

Help advisors and investors navigate the complexity of private markets with clear, personalized plans

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Transform planning into action

Build personalized private markets allocations and align them with model portfolios

Deliver actionable, long-term plans

Map out thoughtful multi-year investment schedules that provide an easily digestible roadmap to achieving steady, sustainable private markets allocations

Create better client conversations

Generate elegant proposals to spark productive conversations and inspire action

Bridge planning and execution

Directly connect proposals to streamlined transaction workflows 

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Streamline allocation decisions

Design private allocations tailored to your clients—using your capital market assumptions or ours—and integrate them into model portfolios

unify allocation modeling

Simplify planning and pacing

Find an appropriate target allocation for each client and create a roadmap for meeting and maintaining it with intuitive planning and pacing tools

simplify planning and pacing

Centralize tasks for every raise

Track investors’ commitments across funds in our transaction center, with clear action points and deadlines for next steps

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Track fundraise progress

See fundraising progress on an aggregate level in real time for each of your fund vehicles to empower informed allocation decisions

track fundraiser progress

Everything advisors need to tell the private markets story

Informative and practical content for advisors to confidently communicate the value of private markets to their clients

60-40 video
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6 minutes

or less1

Our platform dramatically reduces subscription document completion time, while securely storing client data to streamline future completion

1. Opto Investments internal data, average time in single session in 30-day period to December 19, 2024.

Personalize investment plans 

Determine target private markets allocations and develop an appropriate investment pacing strategy uniquely suited to each client’s liquidity needs

Book a demo
Build target allocations Analyze hypothetical performance Tailor pacing plans Create client-focused proposals
Build target allocations-1
Analyze hypothetical performance
Tailor pacing plans
Create client-focused proposals-2

Personalize investment plans 

Determine target private markets allocations and develop an appropriate investment pacing strategy uniquely suited to each client’s liquidity needs

Book a demo