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Services
Documents Processing, Investor Relations Support, Compliance / Legal and Regulations Support
Description
Ontra provides AI-powered legal tech for private markets. Ontra’s private markets technology platform streamlines and optimizes critical legal and compliance workflows across the full fund lifecycle to fundraise, invest, and operate funds. Their solutions automate contracts, streamline obligation management and digitize entity management.
Client types
Functions
Investor Relations / Fund Raising, Compliance / Legal, Operations / Finance
Headcount
Founded
Headquarters
Latest funding round
Products
Accord: Accord empowers your teams with AI tools to track negotiations, create markups, and summarize outcomes
Insight for Funds allows you to expedite your fundraise, run a modern MFN election process, and demonstrate side letter compliance.
Insight for Credit makes it easier to understand and compare your credit agreements, track upcoming deliverables, and satisfy commitments to lenders–all in one place.
Atlas: Atlas uses AI-enabled automated workflows to organize, manage, and share entity data, structure charts, and legal documents, creating a digital single source of truth.
DDQ
- Digitize manual DDQs and create a comprehensive question bank for investor diligence
- Match the most relevant information from your organization’s data to investor inquiries
- Expand and iterate on your repository as you answer each question and reduce the time required to complete future DDQs
KYC Fund managers can entrust their end-to-end KYC process to Ontra’s experienced team that handles counterparty correspondence from initiation to clearance. They act as an extension of a firm’s staff, operating from a pre-agreed playbook that drives response standardization and minimizes escalations. This results in accelerated clearance times and a predictable, controlled cost structure that scales with fund managers’ needs.
Pricing structure
Platform features
AI customization
Integrations
Deployment
Underlying technology
AI governance
Data security
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