# Opto Investments

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/opto-investments

- Industry: Financial Services
- Headquarters: New York, US
- Website: www.optoinvest.com
- Total disclosed funding: $145M
- Latest round: Series A (Oct 11, 2021)
- Investors on record: 6

## About

Based in New York, US, and founded in 2021, Opto Investments, Inc., also known as Opto Investor, and Opto SPV, operates as a financial service company empowering registered investment advisers (RIA) with a private investment insight platform. In September 2022, the firm raised USD 145 million in Series A funding led by new investor Tiger Global Management, with participation from other new investors 8VC, Clocktower Technology Ventures, Fin Venture Capital, etc. The firm as of September 2022, has a team strength of 45 members and is led by its co-founders Mark Machin (CEO) and Joe Lonsdale (Chairman).

The company provides independent investment advisors with a private market landscape around its customer’s clients and their practice goals and risk tolerance, insights, diligence, and tools to help them discover, execute, and service private investment strategies. The company’s software also helps its customers craft investment plans and narratives for their clients along with monitoring positions, capital call schedules, investor servicing, and reporting services.

The company plans to utilize its September 2022 funding to scale its business and recruit more teams.

## Funding rounds

- Series A, Oct 11, 2021, $145M — Tiger Global Management, MSD Capital, 8VC, HOF Capital, Clocktower Technology Ventures, Fin Capital

## Investors

- Tiger Global Management (https://capitalatlas.ai/funds/tiger-global-management) — Series A
- MSD Capital — Series A
- 8VC (https://capitalatlas.ai/funds/8vc) — Series A
- HOF Capital (https://capitalatlas.ai/funds/hof-capital) — Series A
- Clocktower Technology Ventures (https://capitalatlas.ai/funds/clocktower-technology-ventures) — Series A
- Fin Capital (https://capitalatlas.ai/funds/fin-capital) — Series A