Opto's investment monitoring suite
Investors should feel that private markets are an exciting place to put their money, which means knowing what their capital is doing for them.
Opto’s platform is built for transparency. Information updates as it comes in, not just once a quarter. So when your client asks, “How’s it going?” you’ve got a real answer.
Build
Design targeted private allocations, surface high-conviction opportunities, and automate fund creation with intelligent workflows
Fundraise
Power your raise with individual investment plans and compelling marketing collateral, and track fundraising progress in real time
Manage
Centralize fund servicing, reporting, and detailed portfolio insights to efficiently elevate investor experiences