Opto works with your firm to make onboarding as simple and efficient as possible. There are a few primary ways we accomplish this:
Import spreadsheet — Select Add Investor > Import Investor, fill out the spreadsheet, and re-upload it as a CSV file. We'll review it for errors before the investors are added. Opto can walk you through this process step by step.
CRM integration — Our product team can connect with you live to scope a CRM integration and evaluate the expected time to completion.
CRM report of investor information (e.g., a Salesforce report) — Opto can map information from your CRM report to our import spreadsheet to bulk import a large group of investors at once. Our team will work with you to create and customize the report as needed.