Private markets COOs and CFOs are increasingly looking for their administrator to be a value-added partner, not to just help cut costs, but to better capitalize on opportunities:

·       Scale that keeps pace with asset and investor base growth
·       Actionable data to meet a wide range of reporting needs
·       Automated support of hybrid and semi-liquid structures
·       Controls and transparency to amplify investor confidence

Fund managers trust Opus Fund Services to deliver accurate, predictable outcomes, which enable them to focus on managing their portfolios and investor relationships. Underpinning this trust are the ways in which Opus has transformed the administration operating model for supporting private markets funds, including:

·       Cloud-native, intelligently automated infrastructure
·       One database as single source of truth for all use cases
·       One automated engine for NAV and waterfall calculations
·       Co-sourced tools & workflows providing efficient oversight

A big reason for our momentum - we’re not just (award winning) portal software. We gladly provide “open kitchen” transparency to managers and allocators during due diligence to show that real accounting work is being done behind the scenes, without the spreadsheet dependencies, fragmented platforms, and hidden operational risks of legacy fund administration.

Instead, Opus offers technology designed specifically for private markets, including real-time cap table management, digital personalized capital calls, and dynamic on-demand reporting for LPs. Exponentially increasing efficiency while reducing costs and risks.

To learn more on why private markets managers are partnering with Opus, visit www.opusfundservices.com.

Opus. Engineered for Growth.

Opus is excited to introduce SmartWire, a new digital solution that streamlines the expense submittal and wire request processes for fund managers while strengthening controls.

SmartWire uses proprietary intelligent document processing (IDP) to improve the accuracy, efficiency, and security of the expense payment process for Opus clients while enhancing the user experience.

Fund managers benefit from intelligent automation plus human assurance with SmartWire.

Please read more about SmartWire here: https://www.prnewswire.com/news-releases/opus-fund-services-innovates-with-smartwire-302652713.html?tc=eml_cleartime

Accelerate your fundraising with a robust no-cost, high-value CRM.

Opus Fund Services helps fund managers of all strategies to attract capital faster with one centralized CRM solution to manage prospects and investor relationships, streamline communications, and deliver personalized investor experiences at scale.

Designed to give fund managers an edge in today’s challenging capital raising environment:

• Complete lifecycle transparency, from initial engagement to subscription

• Replace frustrating email-based communications and error-prone spreadsheets

• One place for all investor information, communications, transactions

• Launch precisely tailored campaigns to investor segments in just a few clicks

• Cloud & AI-native platform meeting highest cyber & data security standards

Not just a database, the Opus CRM is fully integrated with our institutional-grade fundraising toolkit, Opus Connect. Digital subscriptions, real-time cap tables, digital capital calls, and unlimited data rooms, plus a world-class investor portal. A new and better way to convert your prospects into long-term investor relationships. 

Opus. Engineered for Growth.

Elevate your fundraising with unlimited virtual data rooms.

Opus Fund Services helps fund managers of all strategies tell their best story and build investor confidence at each phase of the investor lifecycle. In a competitive capital-raising environment, Opus Manager Data Rooms enable fund managers to provide an institutional-quality experience for their investors, removing all the friction from the traditional due diligence process and beyond:

• Unlimited configurable virtual data rooms for any use case

• Securely centralize and share sensitive fund information

• Easily send investors personalized invitations with 1 click

• Seamlessly permission contacts to access tailored rooms

• Gauge investor engagement with real-time transparency

Fully integrated within our fundraising toolkit, Opus Connect, which includes digital subscriptions and capital calls, Manager Data Rooms are just one example of how Opus makes it simpler and faster for fund managers to convert their prospects into long-term investor relationships.

Opus. Engineered for Growth.

Opus Fund Services pioneered digital subscriptions within fund administration. Now we’ve seamlessly integrated our DigiSubs into 𝗢𝗽𝘂𝘀 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 - a single cost-effective solution for supporting the full investor lifecycle. 

Fund managers of all sizes, stages, and strategies are easily customizing a world-class investor portal, configurable data rooms, and a fully compliant digital onboarding process for their investors using the secure, cloud-native Opus platform.

DigiSubs delivers a modern investor experience while freeing fund managers to focus on growth:  

• Transforms paper documents into intuitive online workflows

• 100% paper-free and natively supports any fund structure

• Eliminates manual errors & frustrating back-and-forth emails

• Tailored to each investor’s specific AML/KYC requirements

• Real-time transparency across the full onboarding process

Frictionless investor onboarding at scale. 𝗢𝗽𝘂𝘀. 𝗘𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗲𝗱 𝗳𝗼𝗿 𝗚𝗿𝗼𝘄𝘁𝗵.

Opus Fund Services has a 20-year track record of delivering solutions to private equity, private credit, venture capital, and real estate funds, including closed-end, hybrid, and evergreen structures. Solutions include:

- manager data rooms
- automated waterfall calculations
- real-time cap tables
- customized portfolio reporting
- knowledgeable client service
- and personalized capital call notices with custom economics

Digital Capital Calls are part of Opus Connect, a single solution for supporting the full investor lifecycle, including an integrated CRM, configurable data rooms, digital subscriptions, and a world-class investor portal.

𝗢𝗽𝘂𝘀. 𝗘𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗲𝗱 𝗳𝗼𝗿 𝗚𝗿𝗼𝘄𝘁𝗵.

Opus is excited to announce that our Manager Data Rooms is now fully integrated with our CRM Tool, bringing even more power to fund managers who can now manage fundraising, investor engagement, and due diligence in one seamless system—from pipeline to close. Discover how Opus and Manager Data Rooms are helping fund managers to accelerate their capital raising, automate operational workflows, and strengthen investor relationships.

Opus. Engineered for growth.

Opus is pleased to introduce the new Bulk Wire functionality within our Client Portal! Submit multiple wires at once and approve them in a single click - Saving time, simplifying tasks, and enhancing efficiency—all in one place. Contact your Client Services Representative or reach out to us at sales@opusfundservices.com to learn more.

Exciting news! Opus is thrilled to announce the launch of our Manager Data Rooms, a powerful new feature within our Client Portal designed to transform how fund managers interact with investors. It streamlines investor interactions with secure, real-time communication and efficient document management. Simpler, smarter, scalable.

Opus is excited to announce that we have successfully exceeded 1,000 digital subscriptions on our proprietary DigiSub platform. Transforming the investor onboarding process with 10* efficiency and a 96% first-time completion rate, improving the investor experience, reducing manual errors, and streamlining the capital raising process for fund managers and their investors.

Opus is excited to announce the newly redesigned Client Portal. From a sleek, cleaner interface to smoother navigation, we've revamped our portal to make it more intuitive than ever before. Experience it now by contacting your Client Services representative. Ready to upgrade your Fund Administration experience? Get in touch with us!