Qaike

Website

Not yet provided by Ontra

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

| PM

Functions

Investor Relations / Fund Raising, Compliance / Legal, Operations / Finance

Headcount

Approximately 400 employees

Founded

2014

Headquarters

San Francisco, CA, USA

Latest funding round

$70M, Debt, Jun 2025

Products

Contract Automation: An AI-powered, human-in-the-loop, contract negotiation solution. Contract Automation combines purpose-built, industry-specific AI capabilities and an experienced global network of legal professionals to efficiently and effectively handle routine legal agreements.

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

See here for pricing information.

Platform features

Not yet provided by Ontra

AI customization

Integrations

Deployment

Underlying technology

AI governance

Data security

SOC2 II and ISO27001 certified. Data encrypted in transit and at rest. See here for further information.

Most similar with

Date Added Headline Categories
01-Apr-2026 Ontra and AI: a note to candidates Blog
26-Mar-2026 PFAR is gone, but side letters still create real risk Blog
25-Mar-2026 Ontra’s independent audit: SOC 2 compliance for private equity Certifications
24-Mar-2026 The SEC’s new enforcement manual: A friendlier climate isn’t a free pass Blog
18-Mar-2026 A PE finance team’s guide to credit agreement management software Blog
24-Feb-2026 Modeling how contract clauses evolve over time Blog
24-Feb-2026 Ontra’s Legal Aid Alliance Surpasses $1 Million in Donations to Expand Access to Justice Blog
17-Feb-2026 Q&A: Meet the leaders behind Insight implementation Blog
10-Feb-2026 2025 at Ontra: product momentum and customer-led innovation Business
04-Feb-2026 7 private equity trends in 2026 Research / Article,Blog
Not yet provided by Ontra

Last Updated: 

11Sep25