All insights
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