AI for Advisors Private Markets Go Digital: Infrastructure, Access, and AI with Ryan Eisenman and Jacob Miller
In this episode of AI for Advisors, Mark Heynen and James Cantwell talks with Ryan Eisenman, CEO of Arch, which builds digital admin infrastructure for private markets, and Jacob Miller, Chief Solutions Officer of Opto Investments, a curated investment access platform for advisors. They discuss the infrastructure pain points holding back advisor adoption, Opto’s rigorous 1.4% fund approval rate, and how AI is automating everything from quarterly reporting summaries to diligence workflows. The conversation covers wire fraud detection in an age of AI voice cloning, why blockchain isn’t the answer for private markets, whether we’re in an AI bubble, and practical tools both companies have built to help advisors scale their alternatives practice.
Key Takeaways:
AI voice cloning is creating wire fraud risks in private markets that traditional callback verification can no longer prevent.
Opto’s buyer model rejects 98.6% of funds, focusing on top-quartile opportunities instead of pay-to-play distribution.
AI enables screening 10,000+ deals annually, but the final 20% of investment judgment still requires human expertise.
Companies stay private longer to avoid compliance costs and quarterly scrutiny, fundamentally changing how value creation happens.
Blockchain and tokenization don’t solve core private market needs—investors require counterparty trust and legal recourse.
Real productivity gains and low leverage separate this AI wave from past bubbles like the dot-com era.
Learn more about Ryan Eisenman | Arch
Website: https://arch.co
LinkedIn: https://www.linkedin.com/in/ryan-eisenman-21811246
Learn more about Jacob Miller | Opto Investments
Website: https://www.optoinvest.com
LinkedIn: https://www.linkedin.com/in/jacob-m-08b32967
Learn more about AI for Advisors Podcast
LinkedIn (Mark Heynen): https://www.linkedin.com/in/markheynen
LinkedIn (James Cantwell): https://www.linkedin.com/in/jamescantwell
YouTube: http://www.youtube.com/@AIforAdvisorsPodcast
Spotify: https://open.spotify.com/show/4z1NMErEJ5lxMe0aaO5w8W