Opus8

What Opus8 does

Opus8 is a privately held investment and advisory firm headquartered in McLean, Virginia, operating three interlocking business lines. First, it makes direct and syndicated investments in life sciences and tech-enabled services companies, with a stated intent to also acquire healthcare-services businesses in BPO, CRM, contact center, and marketing services. Second, it provides strategic advisory services to alternative investment managers (private equity, venture capital, hedge funds) and to life sciences and technology companies, covering capital raising, business and marketing strategy, and M&A advisory on a select, fee-based engagement model. Third, it operates the CONNECTpreneur platform, a community of over 25,000 founders, investors, CEOs, and business leaders that convenes Big Idea Forums (500+ attendees per event), monthly virtual investor pitch events, and global investment manager road shows; the firm has organized 17 fundraising missions across 13 international cities for 40+ fund manager clients.

The firm is founder-led by S. Tien Wong, a Dartmouth-educated entrepreneur who previously founded CyberRep, Inc. (acquired by Affiliated Computer Services in 2003) and who oversees a small core team of four plus a five-member senior advisory bench spanning biotech CDMO marketing, DoD biomedical portfolio management, biotech business development, and private equity advisory. Distribution flows through a network of 25+ strategic partnerships with academic institutions (Johns Hopkins, Georgetown, UMD, George Mason), regional technology councils (NVTC, Maryland Tech Council), and professional service firms. Revenue mechanics combine episodic advisory fees, event-based sponsorship and ticket revenue from CONNECTpreneur forums, and direct investment returns from life sciences and technology deals; the firm does not publicly disclose pricing or revenue.

The firm operates with global reach across North America, South America, APAC, Oceania, and Europe, though its physical footprint is a single McLean office. It is founder-owned with no disclosed external equity investors or institutional funding rounds.

Name

Opus8

Legal name

Opus8, Inc.

Website

https://opus8.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

Opus8 is a privately held investment and advisory firm that makes direct investments in life sciences and tech-enabled services companies, provides capital raising and M&A advisory to PE/VC/hedge fund managers and growth companies, and operates the CONNECTpreneur network of 25,000+ investors and business leaders.

Ownership category

akta.pro rank

Product category

Private Investment & Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

akta.pro secondary industries

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Family Office Services (Single & Multi-Family Office) (FSABADAF)

Keywords

• Private investment management
• Strategic advisory services
• Alternative asset consulting
• Life sciences investing
• Investment conference management

Headquarters

HQ city

Chevy Chase

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Direct Private Investment Returns: Opus8 generates returns through direct and syndicated investments in life sciences and technology companies. Returns are realized through equity appreciation, dividends, or exit events.
2. Strategic Advisory Fees: The firm provides capital raising, business strategy, marketing strategy, and M&A advisory services to alternative investment managers and life science/technology companies on a select, fee-based basis.
3. Conference and Event Revenue: CONNECTpreneur Forums and virtual investor events generate revenue through ticket sales, sponsorships, and investor meeting facilitation fees.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Opus8 is a private investment firm that makes direct and syndicated investments in opportunistic life sciences and technology companies. It also provides strategic advisory services to alternative investment managers (PE, VC, and hedge funds) and life sciences/technology companies in capital raising, business and marketing strategy, and M&A strategy. Additionally, Opus8 organizes the Big Idea CONNECTpreneur Forum series and leads international investment manager road shows for fund managers to meet institutional and family office limited partners.

Product overview

Opus8 is a private investment and advisory firm offering multiple service lines including private investment management, strategic advisory services to alternative investment managers and companies, and event-based networking platforms. The firm operates the CONNECTpreneur platform which organizes technology and investment conferences and investor pitch events. Opus8 also runs private investor platforms for healthcare and general investment opportunities, and organizes global investment manager road shows for PE, VC, and hedge fund clients.

Differentiator

Problem solved

Functional benefit

Brands

• CONNECTpreneur: Global community of 25,000+ founders, investors, CEOs, and business leaders. Organizes technology and investment conferences including the Big Idea CONNECTpreneur Forum.
• Opus8 Private Investor Platform
• Opus8 Private Healthcare Investor Platform

Products and services

• Private Investment Management Direct and syndicated private investment in life sciences and technology companies for Opus8's investor base, with returns realized through equity appreciation, dividends, or exit events.
• Strategic Advisory Services Fee-based strategic advisory for alternative investment managers (PE, VC, hedge funds) and life science and technology companies covering capital raising, business and marketing strategy, and M&A strategy, delivered on a select basis.
• Big Idea CONNECTpreneur Forum Series Series of technology and investment conferences featuring top CEOs and VC speakers plus 10 promising early-stage technology companies presenting to the audience; events also include monthly virtual investor pitch events.
• Investment Manager Road Shows Global fundraising road shows organized and led for PE, VC, and hedge fund managers to meet institutional and family office limited partners investing in alternative investment asset classes, executed across international cities including Bogota, São Paulo, Beijing, Shanghai, Tokyo, Seoul, Sydney, Munich, Zurich, and Milan.
• Opus8 Private Investor Platform Private investor platform for family offices and UHNW individuals providing curated direct and syndicated investment opportunities in opportunistic life sciences and technology deals.
• Opus8 Private Healthcare Investor Platform Dedicated platform for private healthcare and life sciences investments, providing family offices and UHNW investors with curated healthcare-specific deal flow.

Quantifiable outcome

• Over 1,200 companies presented at CONNECTpreneur events since 2012, with approximately 50% receiving funding from investor network
• +1 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

18 partnerships are on record, tiered minor and moderate.

• AFCEA InternationalminorOthersArmed Forces Communications and Electronics Association International - strategic partner providing connection to defense and government technology community.
• BDOminorImplementation/ SI/ Consulting PartnerProfessional services firm providing accounting, tax, and consulting services that may support Opus8 client needs.
• BousteadminorOthersBoustead 1828 - financial services partner.
• Brown RudnickminorImplementation/ SI/ Consulting PartnerLaw firm partner providing legal services support for transactions and corporate matters.
• Buzzy RocketminorGTM or Marketing PartnerMarketing services partner providing customer engagement and marketing solutions.
• Johns Hopkins Carey Business SchoolmoderateStrategic or Co-development PartnerAcademic partnership providing access to research, talent, and entrepreneurship programs. CEO serves as guest lecturer and mentor.
• Dingman Center for Entrepreneurship (UMD)moderateStrategic or Co-development PartnerUniversity of Maryland entrepreneurship center partnership connecting Opus8 with startup ecosystem and talent pipeline.
• Forvis MazarsminorImplementation/ SI/ Consulting PartnerAccounting and advisory services partner.
• Georgetown University EntrepreneurshipmoderateStrategic or Co-development PartnerGeorgetown Entrepreneurship program partnership. CEO serves as Entrepreneur in Residence, providing mentorship and educational engagement.
• George Washington UniversityminorStrategic or Co-development PartnerAcademic partnership providing connection to GWU entrepreneurship ecosystem.
• Maryland Tech CouncilmoderateStrategic or Co-development PartnerIndustry association partnership connecting Opus8 with Maryland technology and life sciences companies.
• George Mason UniversityminorStrategic or Co-development PartnerAcademic partnership with GMU entrepreneurship programs.
• NEXT LawminorImplementation/ SI/ Consulting PartnerLegal services partner specializing in business law.
• Monte Jade Science and Technology AssociationmoderateStrategic or Co-development PartnerAssociation partnership connecting Opus8 with Asian-American technology business community.
• Northern Virginia Technology Council (NVTC)moderateStrategic or Co-development PartnerRegional technology council partnership providing access to technology executives and companies in the Virginia/DC region.
• Ryan and WetmoreminorImplementation/ SI/ Consulting PartnerAccounting and financial services partner.
• TEDCOmoderateStrategic or Co-development PartnerMaryland technology development corporation partnership connecting Opus8 with state-funded tech companies and investment opportunities.
• US Commercial ServiceminorStrategic or Co-development PartnerU.S. government export promotion service partnership supporting international business development.

Scale indicators10 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Navidar: Navidar is a boutique M&A and capital raising advisor focused on technology and life sciences companies. Highly comparable to Opus8's strategic advisory practice targeting alt managers and growth-stage tech/life sciences companies.
• Cascadia Capital: Cascadia Capital is an independent middle-market advisory firm providing M&A and capital raising services across technology and healthcare. Comparable to Opus8 in target client mix (alt managers, growth companies) and event-driven deal sourcing approach.
• FOCUS Bankers: FOCUS Bankers is a middle-market investment bank with offices in the DC/Mid-Atlantic region, providing M&A and capital raising services. Comparable scale, geography, and advisory orientation to Opus8.
• Evolution Capital Partners: Evolution Capital Partners is a boutique M&A advisory firm focused on lower middle-market technology and business services companies. Comparable in deal size focus, sector orientation, and founder-led model.

Emerging players

• Blu Venture Investors: Blu Venture Investors is a Mid-Atlantic-based early-stage venture firm focused on technology, cybersecurity, and life sciences. Comparable to Opus8's direct investing activity in life sciences and tech-enabled services within overlapping geographies.
• Aldrin Capital Group: Aldrin Capital Group is a life sciences-focused investment firm providing capital and advisory to growth-stage healthcare companies. Comparable to Opus8's Private Healthcare Investor Platform and life sciences concentration.
• Keiretsu Forum: Keiretsu Forum is a global angel investor network hosting regular pitch events and deal-sharing forums. Comparable to the CONNECTpreneur community as an event-based deal flow and capital formation platform for early-stage companies.

Broad incumbents

• TM Capital: TM Capital is a larger middle-market investment bank with sector expertise in technology, healthcare, and business services. Comparable in client mix and advisory mandate, but operates at meaningfully greater scale than Opus8.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/opus8-inc.

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Opus8