The AI Solution for Obligation Management
Easily understand your fund agreements, track upcoming deliverables, and meet commitments to investors with Insight for Funds
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TRUSTED BY LEADING FIRMS
Benefits
Leverage AI to Satisfy Commitments to Investors
Insight for Funds allows you to run a digital MFN election process and manage your obligations to demonstrate side letter compliance.
Proactively Manage Risk
Confidently deliver on obligations and demonstrate SEC and investor compliance with audit-ready execution logs.
Drive Operational Efficiency
Save time, eliminate siloed fund data, and enable precedent consistency through simplified processes.
Reduce Expenses
Reduce counsel spend for ongoing compliance questions, MFN election processes, and final compendia creation.
Stay Competitive
Stay competitive with AI to meet investor expectations, simplify collaboration, and stay ahead of competitors.
Features
Confidently Deliver on Investor Obligations
AI Contract Digitization
Leverage Ontra’s AI abstraction capabilities to quickly identify and categorize clauses from fund documents.
- Transform contracts into structured data by identifying legal clauses and highlighting corresponding document language.
- Generate names, descriptions, and categories for each obligation, created by AI and reviewed by Ontra specialists.
- Create a dynamic and evolving digital precedent dataset across your funds.
Searchable, Digital Compendia
Gain an easily searchable, single source of truth for fund documents and obligations.
- Manage LPAs, side letters, and MFN forms in a single, secure location.
- Quickly surface obligation summaries and contract language with advanced search options.
- Use SmartLine to identify language similarities and differences among provisions.
- Reference precedent to negotiate better outcomes for your firm.
AI Search
Leverage AI to get quick and actionable answers informed by the full scope of your documents.
- Ask natural language questions about your obligations.
- Receive a detailed answer that surfaces and summarizes relevant information.
- Explore supporting obligations with summaries and links to exact reference text.
- Create tasks from search results to give reminders and hold teams accountable.
Obligation Compliance
Assign, monitor, and report on investor obligation compliance.
- Build multi-owner task workflows to proactively execute obligation compliance.
- Create recurring compliance checks, internal review processes, and activity logs in preparation for exams.
- Export execution data to demonstrate compliance to investors or regulatory bodies.
Digital MFN Elections & Disclosures
Digitally run an MFN process before managing all resulting obligations.
- Convert side letters to digital agreements and structured obligations as soon as available.
- Create forms using commitment thresholds to determine electable provisions and disclosures.
- Distribute forms, track progress, and review investors’ elections in a single digital platform.
- Seamlessly reflect elections in Insight to manage obligations over the fund life.
- Create disclosure schedules for investors and exam responses, redact confidential information, and distribute reports.
How Insight for Funds Works
Digitize
Leverage industry-leading AI models to identify and categorize clauses from fund documents in seconds.
Fundraise
Simplify and expedite MFN elections and disclosures.
Search & Comply
Easily search, assign, and report on obligation compliance efforts.
Blue Point Capital Partners
“Insight makes managing our limited partnership agreements and our side letters significantly simpler, delivering real benefits in terms of cost and efficiency. It’s such a quick and accurate reference that I have it open every day.”
Ed Zelaski |
Read Customer Story
Director of Compliance, Blue Point Capital Partners
