Opto can work with your firm to make the onboarding process as simple and efficient as possible. There are a few primary ways we accomplish this:
1. Import spreadsheet: Fill out investor information to prefill subscription documents. This can be completed within 48 -72 hours and is typically used to bulk import a high volume of investors.
2. CRM integration: Our product team can connect with you live to scope a CRM integration and evaluate expected time to completion.
3. CRM report of investor information (i.e. Salesforce report): Opto can map information from a CRM report to our import spreadsheet to bulk import a large group of investors. Our team can work with you to create and customize the report.