The AI Solution for Credit Agreement Management
Easily understand and compare your credit agreements and proactively deliver on commitments to lenders with Insight for Credit
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TRUSTED BY LEADING FIRMS
Benefits
Automate compliance, deliver on commitments to lenders
Save Time
Quickly understand restrictions and requirements in your credit agreements and key terms
Stay Competitive
Easily review and compare against terms from past agreements when negotiating new facilities
Manage Risk
Confidently track debt covenants and satisfy commitments to lenders
Strengthen Compliance
Proactively monitor compliance requirements and default triggers
Features
Leverage AI to proactively deliver on commitments to lenders
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.
Contract Digitization
Quickly identify and categorize covenants from credit agreements with Ontra’s AI abstraction
- Transform agreements into structured data by identifying covenants and highlighting corresponding language
- Automatically match and group new clauses with similar covenants from existing credit agreements
- Generate covenant names, descriptions, and categories created by AI and reviewed by Ontra trained specialists
Term Comparisons
Automatically summarize and compare key legal and business terms across a number of documents
- Instantly spot trends, outliers, and variations among key provisions
- Easily access a holistic view across all of your credit facility provisions and obligations
- Automatically gain historical insights from current and former agreements to aid in new negotiations
Digital Repository
Generate an easily searchable, digital repository of credit agreements and covenants
- Store and manage all of your credit agreements in a single, secure location
- Quickly find contract language and summary descriptions with Insight's AI powered search algorithm
- Use SmartLine to redline differences in provisions against a single base provision
Tasks
Assign, monitor, and proactively deliver on commitments to lenders
- Track lender commitments with tasks to proactively deliver on affirmative and financial obligations
- Identify if events trigger defaults under your facilities and use tasks to manage next steps required for compliance
- Track and manage obligation compliance across your portfolio companies from a single, secure location
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How Insight for Credit works
Extract Data
Leverage AI to quickly digitize agreements and categorize covenants
Surface Insights
Get actionable answers, informed by the full scope of your agreements
Meet Obligations
Assign, monitor, and proactively deliver on commitments to lenders
AllianceBernstein
"In the three years we've partnered with Ontra, their Insight solution has helped to ensure we're in compliance with all of our contract obligations. We're incredibly pleased with Ontra's use of cutting-edge technology to deliver legal solutions optimized for quality, speed, and low cost. Adding AI into the mix with Ontra Synapse is another win for a company with a long track record of innovation."
Neal Kalechofsky |
Read Customer Story
Former Vice President of Alternatives Legal
Get back to the high-value work your team loves – and your company needs
Tap into a more efficient and effective way to manage lender obligations
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