Opto

What does Opto do?

Who can invest in Opto funds?

Can my clients invest through an entity?

Can my clients invest out of a retirement account?

Where can I find private markets educational content?

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How can I manage users on the Opto platform?

Can my clients invest out of a tax-exempt entity (pension fund, foundation, etc.) into an onshore fund?

What is the "Reserve Commitment" in the offering documents?

Zo Chatoor

Sean Mulcahy

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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