I Never Want to See A PDF Again | Democratizing Private Markets with Opto’s Jake Miller
In this episode of The Longest View, Jake Miller shares how his path from Bridgewater and Prattle led him to found Opto, using custom fund structures, AI-powered diligence, and modern data infrastructure—plus lessons from an early pivot and getting close to clients—to fix private markets for wealth advisors and expand access for Main Street investors.