The AI Solution for Credit Agreement Management
Easily understand, summarize, and compare your credit agreements while proactively meeting commitments to lenders with Insight for Credit
Request Demo
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 summarize, compare, and manage your credit agreements
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 credit agreements
- Instantly spot trends, outliers, and variations among key provisions
- Easily access a holistic view across all of your credit facility provisions and obligations
- Get insights from current and past agreements to help with new credit 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 surface agreement summaries and contract language with advanced search options
- Use SmartLine to redline differences in provisions against a base provision
Task Workflows
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 source of truth
GET STARTED
How Insight for Credit works
Extract Data
Leverage AI to digitize agreements, categorize covenants, and generate summaries
Surface Insights
Drive decisions from actionable data and automated credit term comparisons
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."
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
Request Demo