All insights

  • There are no suggestions because the search field is empty.

Opto Investments

5 min read

Understanding direct and co-investments in private markets

Understanding direct and co-investments in private markets, important tools for investors to create intentional, efficient, and participatory portfolios

4 min read

The foundations of private funds: tender offer and interval funds

Semi-liquid funds can expand access to private markets, though there are important trade-offs

7 min read

Hitting and maintaining a target private markets allocation

Reaching and maintaining a target allocation to private markets can be a challenge. See how Opto can help.

7 min read

Launching a private markets program: part 3 - management

The challenges of managing and servicing a private markets program, and how Opto can help overcome them

7 min read

Launching a private markets program: part 2 - fundraise

The challenges of fundraising for a private markets program, and how Opto can help overcome them

8 min read

Launching a private markets program: part 1 - build

The challenges of building a private markets program, and how Opto can help overcome them

4 min read

The foundations of private funds: 3(c)(1) and 3(c)(7)

We explore the legal foundations and structural underpinnings of private markets funds

6 min read

Private markets and taxes: the basics

Laying out the basic tax terms and concepts that apply to private markets investments

12 min read

Understanding private infrastructure

Exploring the value proposition and mechanics of private infrastructure investing

12 min read

Understanding private real estate

The basic info you need to build a foundation for investing in private real estate