---
title: Our Partnership Approach
---

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© Opto Investments, All rights reserved

## Something Powerful

![mountain_color_arrow](https://www.optoinvest.com/hs-fs/hubfs/mountain_color_arrow.jpg?width=1500&height=1894&name=mountain_color_arrow.jpg) ![Frame 2](https://www.optoinvest.com/hs-fs/hubfs/Frame%202.png?width=1584&height=396&name=Frame%202.png)

![Vector-light](https://www.optoinvest.com/hubfs/_global-assets/Vector-light.svg)

# Reimagining private markets

![desktop_partnership_banner (4)](https://www.optoinvest.com/hs-fs/hubfs/desktop_partnership_banner%20(4).jpg?width=2000&name=desktop_partnership_banner%20(4).jpg) ![mobile_partnership_banner (6)](https://www.optoinvest.com/hs-fs/hubfs/mobile_partnership_banner%20(6).jpg?width=1072&height=810&name=mobile_partnership_banner%20(6).jpg)

![Light Green Arrow](https://www.optoinvest.com/hs-fs/hubfs/Light%20Green%20Arrow.png?width=24&height=24&name=Light%20Green%20Arrow.png)

# Reimagining private markets

## Opto’s customized solution

Opto is here to transform the complexity of private markets investing into a simple, personalized experience. We help registered investment advisors and family offices build **proprietary private markets vehicles **through partnership tailored to their needs.

Our experienced team becomes an extension of yours, with a **flexible level of engagement**. You can just leverage our cutting-edge software platform to offer your internally-sourced private markets offerings, or we can also partner with you to develop and deliver a comprehensive program, including investment selection.

[ Contact us ](https://www.optoinvest.com/?hsLang=en#learn-more)

Branded software platform

- Customize a white-labeled experience with your branding - for both users and end clients
- Tailor user experiences with role-based permissions  
    - E.g., Allocator, advisor, operations specialist
- Accelerate client onboarding with a single mapped subscription document per client 
- Bulk-upload investors from your CRM or reporting systems
- Centralize client service in our task center
- Leverage easily accessible investment information, analytics, and legal terms
- Read and share relevant content from our extensive Insights library

Fund structuring & creation

- Collaborate to determine optimal fund structure based on objectives and client suitability  
    - Drawdown or registered funds 
          - 3(c)(1), 3(c)(7)
- Decide the appropriate roles and responsibilities for you and Opto 
    - Single advisor to fund, co-advisory roles, advisor and sub-advisor role
- Co-develop suite of legal documents 
    - E.g., Limited Partnership Agreements, Private Placement Memorandum, Investment Management Agreement
- Set up fund-linked bank accounts

Allocation & pacing tools

- Leverage in-house analytical tools designed to assist allocators in building proprietary funds (i.e., modeling potential allocations across asset classes) to meet client objectives 
    - Tools include: allocation builder, pacing tool, proposal, planner

Investment diligence & selection

- Determine your ideal approach to deal sourcing and diligence. Either: 
    - You source and diligence, we provide support as requested
    - Opto sources deals in-house through our Investment Management team, taking advantage of our AI-supported sourcing and established networks; and/or
    - We conduct diligence in-house, with support by a third-party partner (LCG and/or Aksia)

Marketing & fundraising support

- Partner with us on marketing and fundraising
- Support advisors through: 
    - Private markets-focused education via decks and insights materials that can be shared with clients
    - Fundraising materials for advisors
    - Branding/messaging support and collaboration on press releases
- Assist in defining private markets program objectives
- Provide demos and training on Opto platform
- Upload investors in bulk

- Leverage broad support across your investment, operations, and advisor arms to drive fundraising activity
- Monitor progress with real-time fundraising tracking

Ongoing operational support

- Integrate your fund with existing tech stack, custodians, and reporting providers to push and pull both client- and fund-level data for stakeholders
- Leverage support with client communications, money movements (capital calls and distributions), and post-trade investment servicing 
    - Provide updates on managers, funds, and underlying investments
    - Prepare relevant tax and reporting materials

## Opto’s customized solution

Our experienced team becomes an extension of yours, with a **flexible level of engagement**. You can just leverage our cutting-edge software platform to offer your internally-sourced private markets offerings, or we can also partner with you to develop and deliver a comprehensive program, including investment selection.

Learn more about how we're building [here](https://thesis.optoinvest.com/?utm_medium=website).

[![Contact us](https://no-cache.hubspot.com/cta/default/21291465/interactive-183004232298.png) ](https://www.optoinvest.com/hs/cta/wi/redirect?encryptedPayload=AVxigLLx9HMLZanF2SGkMF6dtS3ybh75OI3kDpycLpmww4ZpaVgCKCvDIDmH2f8zq6E8Y2M5D18w%2F69K5lsLcH7vE7xBoL3kcF2iUuQyKRgAFlF7dl2IbM8I4EcWO68yTsg6ZBVSe6w%2Fh16D2hg3R1SDUKkfY7IhiVom6sM6ICYcVbD4HFYZY86fMffa&webInteractiveContentId=183004232298&portalId=21291465&hsLang=en)

Branded software platform

- Customize a white-labeled experience with your branding - for both users and end clients
- Tailor user experiences with role-based permission sets
- Accelerate client onboarding with a single mapped subscription document per client and bulk investor upload functionality from CRMs/reporting systems
- Centralize client service in our task center, easily access investment information, analytics, and legal terms

Fund structuring & creation

- Collaborate to determine optimal fund structure
- Decide appropriate roles and responsibilities for you and Opto (i.e., Single advisor to fund, co-advisory roles, advisor and sub-advisor role)
- Co-develop suite of legal documents
- Set up fund-linked bank accounts for streamlined execution

Allocation & pacing tools

- Leverage in-house analytical tools to build proprietary funds (i.e., model potential allocations across asset classes) to meet client objectives

Investment diligence & selection

- Determine your ideal approach to deal sourcing and diligence. Either: 
    - You source and diligence, we provide support as requested
    - Opto sources deals in-house through our Investment Management team; and/or
    - We conduct diligence in-house, with support by a third-party partner (LCG and/or Aksia)

Marketing & fundraising support

- Support advisors through: 
    - Private markets-focused education (for advisors/clients)
    - Fundraising materials
    - Branding/messaging support and collaboration on press releases
- Provide demos and training on Opto platform
- Assist in defining private markets program objectives and driving fundraising activity
- Monitor progress with real-time fundraising tracking

Ongoing operational support

- Integrate your fund with existing tech stack, custodians, and reporting providers for client- and fund-level data
- Leverage support with client communications, capital calls and distributions, and post-trade investment servicing - including investment updates, tax and reporting materials

## Opto’s customized solution

Opto is here to transform the complexity of private markets investing into a simple, personalized experience. We help registered investment advisors and family offices build **proprietary private markets vehicles **through partnership tailored to their needs.

Our experienced team becomes an extension of yours, with a **flexible level of engagement**. You can just leverage our cutting-edge software platform to offer your internally-sourced private markets offerings, or we can also partner with you to develop and deliver a comprehensive program, including investment selection.

 

[![Contact us](https://no-cache.hubspot.com/cta/default/21291465/interactive-183004232298.png) ](https://www.optoinvest.com/hs/cta/wi/redirect?encryptedPayload=AVxigLLx9HMLZanF2SGkMF6dtS3ybh75OI3kDpycLpmww4ZpaVgCKCvDIDmH2f8zq6E8Y2M5D18w%2F69K5lsLcH7vE7xBoL3kcF2iUuQyKRgAFlF7dl2IbM8I4EcWO68yTsg6ZBVSe6w%2Fh16D2hg3R1SDUKkfY7IhiVom6sM6ICYcVbD4HFYZY86fMffa&webInteractiveContentId=183004232298&portalId=21291465&hsLang=en)

Branded software platform

- Customize a white-labeled experience with your branding - for both users and end clients
- Tailor user experiences with role-based permissions  
    - E.g., Allocator, advisor, operations specialist
- Accelerate client onboarding with a single mapped subscription document per client 
- Bulk-upload investors from your CRM or reporting systems
- Centralize client service in our task center
- Leverage easily accessible investment information, analytics, and legal terms
- Read and share relevant content from our extensive Insights library

Fund structuring & creation

- Collaborate to determine optimal fund structure based on objectives and client suitability  
    - Drawdown or registered funds 
          - 3(c)(1), 3(c)(7)
- Decide the appropriate roles and responsibilities for you and Opto 
    - Single advisor to fund, co-advisory roles, advisor and sub-advisor role
- Co-develop suite of legal documents 
    - E.g., Limited Partnership Agreements, Private Placement Memorandum, Investment Management Agreement
- Set up fund-linked bank accounts

Allocation & pacing tools

- Leverage in-house analytical tools designed to assist allocators in building proprietary funds (i.e., modeling potential allocations across asset classes) to meet client objectives 
    - Tools include: allocation builder, pacing tool, proposal, planner

Investment diligence & selection

- Determine your ideal approach to deal sourcing and diligence. Either: 
    - You source and diligence, we provide support as requested
    - Opto sources deals in-house through our Investment Management team, taking advantage of our AI-supported sourcing and established networks; and/or
    - We conduct diligence in-house, with support by a third-party partner (LCG and/or Aksia)

Marketing & fundraising support

- Partner with us on marketing and fundraising
- Support advisors through: 
    - Private markets-focused education via decks and insights materials that can be shared with clients
    - Fundraising materials for advisors
    - Branding/messaging support and collaboration on press releases
- Assist in defining private markets program objectives
- Provide demos and training on Opto platform
- Upload investors in bulk

- Leverage broad support across your investment, operations, and advisor arms to drive fundraising activity
- Monitor progress with real-time fundraising tracking

Ongoing operational support

- Integrate your fund with existing tech stack, custodians, and reporting providers to push and pull both client- and fund-level data for stakeholders
- Leverage support with client communications, money movements (capital calls and distributions), and post-trade investment servicing 
    - Provide updates on managers, funds, and underlying investments
    - Prepare relevant tax and reporting materials

## Opto’s customized solution

Opto is here to transform the complexity of private markets investing into a simple, personalized experience. We help registered investment advisors and family offices build **proprietary private markets vehicles **through partnership tailored to their needs.

Our experienced team becomes an extension of yours, with a **flexible level of engagement**. You can just leverage our cutting-edge software platform to offer your internally-sourced private markets offerings, or we can also partner with you to develop and deliver a comprehensive program, including investment selection.

 

[![Contact us](https://no-cache.hubspot.com/cta/default/21291465/interactive-183004232298.png) ](https://www.optoinvest.com/hs/cta/wi/redirect?encryptedPayload=AVxigLLx9HMLZanF2SGkMF6dtS3ybh75OI3kDpycLpmww4ZpaVgCKCvDIDmH2f8zq6E8Y2M5D18w%2F69K5lsLcH7vE7xBoL3kcF2iUuQyKRgAFlF7dl2IbM8I4EcWO68yTsg6ZBVSe6w%2Fh16D2hg3R1SDUKkfY7IhiVom6sM6ICYcVbD4HFYZY86fMffa&webInteractiveContentId=183004232298&portalId=21291465&hsLang=en)

Branded software platform

- Customize a white-labeled experience with your branding - for both users and end clients
- Tailor user experiences with role-based permissions  
    - E.g., Allocator, advisor, operations specialist
- Accelerate client onboarding with a single mapped subscription document per client 
- Bulk-upload investors from your CRM or reporting systems
- Centralize client service in our task center
- Leverage easily accessible investment information, analytics, and legal terms
- Read and share relevant content from our extensive Insights library

Fund structuring & creation

- Collaborate to determine optimal fund structure based on objectives and client suitability  
    - Drawdown or registered funds 
          - 3(c)(1), 3(c)(7)
- Decide the appropriate roles and responsibilities for you and Opto 
    - Single advisor to fund, co-advisory roles, advisor and sub-advisor role
- Co-develop suite of legal documents 
    - E.g., Limited Partnership Agreements, Private Placement Memorandum, Investment Management Agreement
- Set up fund-linked bank accounts

Allocation & pacing tools

- Leverage in-house analytical tools designed to assist allocators in building proprietary funds (i.e., modeling potential allocations across asset classes) to meet client objectives 
    - Tools include: allocation builder, pacing tool, proposal, planner

Investment diligence & selection

- Determine your ideal approach to deal sourcing and diligence. Either: 
    - You source and diligence, we provide support as requested
    - Opto sources deals in-house through our Investment Management team, taking advantage of our AI-supported sourcing and established networks; and/or
    - We conduct diligence in-house, with support by a third-party partner (LCG and/or Aksia)

Marketing & fundraising support

- Partner with us on marketing and fundraising
- Support advisors through: 
    - Private markets-focused education via decks and insights materials that can be shared with clients
    - Fundraising materials for advisors
    - Branding/messaging support and collaboration on press releases
- Assist in defining private markets program objectives
- Provide demos and training on Opto platform
- Upload investors in bulk

- Leverage broad support across your investment, operations, and advisor arms to drive fundraising activity
- Monitor progress with real-time fundraising tracking

Ongoing operational support

- Integrate your fund with existing tech stack, custodians, and reporting providers to push and pull both client- and fund-level data for stakeholders
- Leverage support with client communications, money movements (capital calls and distributions), and post-trade investment servicing 
    - Provide updates on managers, funds, and underlying investments
    - Prepare relevant tax and reporting materials

[![opto logo 2](https://www.optoinvest.com/hs-fs/hubfs/opto%20logo%202.png?width=538&name=opto%20logo%202.png "opto logo 2")](https://www.optoinvest.com/?hsLang=en)

#### The fiduciary's private markets investment partner

31 W 27th Street, Suite 605  
New York, NY 10001

531 Howard St, Floor 2  
San Francisco, CA 94105

- COMPANY 
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- GET IN TOUCH 
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    - [Media inquiries](mailto:optopr@optoinvest.com)

[Follow us on LinkedIn ](https://www.linkedin.com/company/optoinvest/) [Follow us on Facebook ](https://twitter.com/optoinvest)

- [Terms of service](https://www.optoinvest.com/terms-of-service)
- [Privacy policy](https://www.optoinvest.com/privacy-policy)
- [Disclaimers](https://www.optoinvest.com/disclaimers)

© Opto Investments. All rights reserved.

 

 

## Get in touch

 Tell us about your practice and a member of our advisory services team will be in touch shortly.

 Contact form

[Hidden Popup](https://www.optoinvest.com/our-partnership-approach#learn-more)

 or email us: [inquiries@optoinvest.com](mailto:inquiries@optoinvest.com)

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  "contactPoint" : {
    "@type" : "ContactPoint",
    "contactType" : "partnerships",
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  },
  "description" : "Opto is an end-to-end solution for wealth managers to build, fundraise for, and manage private markets programs. Craft investment plans and build custom funds.",
  "foundingDate" : "2020",
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