# Opto Investments

> Opto Investments is a New York-headquartered fintech platform that helps registered investment advisers, family offices, private banks, and institutional allocators build, raise, execute, and service proprietary private-market programs. Its software and in-house investment, legal, compliance, marketing, and operations teams cover the lifecycle from portfolio modeling and manager diligence to subscriptions, capital calls, reporting, and client communications. Opto differentiates itself with customized fund structures, AI-assisted diligence, integrations with major custodians and reporting systems, and a fee model that does not accept compensation from fund managers for placement.

- **Founded:** 2020
- **Headquarters:** New York, United States
- **Founders:** Joe Lonsdale (Co-Founder and Chairman), Mark Machin (Co-Founder and founding CEO), Jacob Miller (Co-Founder and Chief Solutions Officer), Matt Reed (Co-Founder and Chief Technology Officer)
- **Team size:** 60+ builders stated on the company website; the supplied company record lists 79 employees
- **Products:** Build, Fundraise, Manage, Planner, Diligence AI
- **Notable:** Raised $145 million in a Tiger Global-led Series A while emerging from stealth in September 2022., Reported a $475 million valuation in connection with the 2022 financing., Won the 2023 FinTech Breakthrough Award for Best Alternative Investment Platform.

## Products & services

- **Build** — Fund and program design, portfolio modeling, fund comparison, AI-enhanced diligence, legal guidance, manager sourcing, and flexible structures including multi-fund vehicles, SPVs, 3(c)(1), 3(c)(7), and registered funds.
- **Fundraise** — Client-specific allocation and pacing plans, white-labeled proposals and education, transaction tracking, digital subscription documents, and real-time fundraising monitoring.
- **Manage** — Capital deployment tracking, consolidated calls, document storage, investor portals, performance analysis, portfolio intelligence, tax reporting, and client communications.
- **Planner** — A planning tool that models target private-market allocations and multi-year pacing strategies around each client's liquidity needs.
- **Diligence AI** — AI-native research workflows that extract data from documents, benchmark funds and managers, and produce investment-committee memos and diligence artifacts.
- **Custom Funds** — White-labeled, bespoke multi-manager vehicles designed around an advisory firm's client base, allocation strategy, and fee structure.
- **AI Fund** — A multi-strategy venture vehicle combining fund investments with selected direct and co-investments across AI infrastructure, tools, energy, security, and applications.

## Achievements

- Raised $145 million in a Tiger Global-led Series A while emerging from stealth in September 2022.
- Reported a $475 million valuation in connection with the 2022 financing.
- Won the 2023 FinTech Breakthrough Award for Best Alternative Investment Platform.
- Introduced custom multi-manager fund capabilities in 2023.
- Launched Planner for client-specific private-market allocation and pacing in December 2024.
- Reported assessing more than 2,800 funds as of May 27, 2025.
- Completed a SOC 2 Type II audit, according to the company.
- Closed a multi-strategy AI-focused venture fund in May 2026.

## Latest updates

- **2026-05** — Closed an AI-focused multi-strategy venture fund combining portfolio funds with select direct and co-investments.
- **2026-03** — Named family-office investor Ron Diamond chair of its advisory board.
- **2026-02** — Appointed former CAIS and Addepar executive Warren Seubel as VP of Sales and Revenue and detailed the rollout of Diligence AI.
- **2026-01** — Fidelis Capital selected Opto to support actively managed private-market vintage funds for ultra-high-net-worth families and institutions.
- **2025-12** — Quotient Wealth Partners and TritonPoint Wealth announced a joint custom-funds partnership powered by Opto.
- **2025-07** — Fi3 Advisors selected Opto to scale and streamline its private-market offering.
- **2025-05** — Venturi Private Wealth partnered with Opto to expand its private-markets and family-office capabilities.

## Links

- Website: https://www.optoinvest.com/
- LinkedIn: https://www.linkedin.com/company/optoinvest/
- Twitter/X: https://x.com/optoinvest

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Profile page: https://yespress.io/opto-investments
Published by YesPress — https://yespress.io
Last updated: 2026-08-09