Transform data into powerful client narratives

Unify servicing, reporting, and portfolio intelligence

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Bring transparency to capital deployment

Monitor performance, centralize documents, and keep clients engaged with rich insights

Deploy capital thoughtfully

Avoid portfolio drift, with tools to easily track remaining fund allocation capacity and shortlist prospective investments

Deliver an intuitive client experience

Give clients secure access to all their documents—financial statements, capital calls, and fund updates—in a centralized, white-labeled portal

Bring portfolios to life with data-rich updates

Share rich investment insights that help clients stay connected to, and confident in, their private markets portfolio

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Consolidated capital calls

Capital calls from underlying funds can be structured to clients’ preferences and aggregated so they see a single, digital capital call notice

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Advanced performance analysis

Our proprietary tools break down fund performance, deconstruct returns, and evaluate how managers generate alpha

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Relevant, real-time insights

Discover the narrative behind every return—with visibility into individual holdings and a streamlined feed of updates about your investments

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Custodian and reporting integrations

Seamlessly connect your private markets program to your existing infrastructure for centralized portfolio intelligence

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Trusted by leaders

Long-time private markets investors choose to work with Opto to bring truly differentiated private assets into individual investor portfolios 

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Annual K1 and quarterly capital call per fund

Simpler workflows and fewer unnecessary client communications: capital calls are typically consolidated quarterly or annually, with an optional line of credit to cover interim calls. Each fund vehicle generates a single tax document.

Simplify investor communications 

End clients can access all of their relevant documents, such as financial statements, capital calls and fund updates, in a central, customized investor portal.

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Simplify investor communications 

End clients can access all of their relevant documents, such as financial statements, capital calls and fund updates, in a central, customized investor portal.

Book a demo