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Build

Model allocations, evaluate funds, and automate admin with AI-powered workflows

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Fundraise

Build client-ready materials and connect proposals to streamlined transaction workflows

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Manage

Deploy capital thoughtfully, and automate investment servicing, updates and reporting

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The Opto platform

Learn how our platform is reinventing the private markets investing experience for wealth managers

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About us

Learn more about our vision, platform, and team

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What and how we build better

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Careers

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The Opto platform

Learn how our platform is reinventing the private markets investing experience for wealth managers

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Insights
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All insights

All Private assets Infrastructure Private credit Private equity Real estate Venture capital Digital assets
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Mark Machin

Private assets

3 min watch

Can you replicate private markets returns in the public markets?

Top and even median private asset returns of most asset classes cannot be accessed via public proxies

Private assets

3 min watch

How much risk can you take on in your portfolio?

Risk can be broken into: market risk, liquidity risk, and leverage risk.

Venture capital

2 min watch

Why one of the world's largest pension funds turned to venture

Attractive returns, growth in the space and diversification benefits led CPPIB to add VC to their portoflio

Private assets

3 min watch

Are private markets fees too high?

With fees on fund management and performance, do private market fund investments actually make sense?

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Do private markets better TM

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The information contained herein, is provided for discussion purposes only and is not intended as, and may not be relied on in any manner as legal, tax or investment advice, recommendations, or as an offer to sell, a solicitation of an offer to purchase or recommendations of any interest in any fund or security. Any such offer may only be made pursuant to the delivery of formal offering documents. Alternative investments are complex, speculative investment vehicles and are not suitable for all investors. An investment in an alternative investment entails a high degree of risk and no assurance can be given that any alternative investment's investment objectives will be achieved or that investors will receive a return of their capital. Any fund or manager information presented herein is fictitious, provided for illustrative purposes, and is subject to change without notice. Past performance is not indicative of future results.

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