DDQ Automation
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5 questions · 3 ready · 2 need review
1. Describe the firm's organizational structure and ownership.
High confidenceDraftOptica Capital is a Delaware LP with three managing partners holding 70% economic interest. Full org chart attached in PPM, p.14.
2. Provide AUM history over the past 5 years.
High confidenceDraftAUM has grown from $42M in 2021 to $268M in 2025 across two flagship funds and one co-investment vehicle.
3. Outline your valuation policy for illiquid assets.
Medium confidenceDraftIlliquid assets are valued quarterly using a combination of mark-to-model (DCF) and recent transaction comps, reviewed by an independent valuation committee.
4. Detail the firm's cybersecurity incident response plan.
Medium confidenceDraftOur IR plan covers detection, containment, eradication, and recovery, tested annually with a third-party simulation provider.
5. List all material litigation in the past 10 years.
Low — flaggedNo confident draft available — assign to a team member.