Join our upcoming webinar!
In this program, we’ll explore how top firms are using AI-powered, purpose-built solutions to cut through complexity and simplify negotiation, compliance, and governance workflows.
Hear directly from industry insiders as they consider practical use cases, measurable benefits, and the strategic edge firms gain by replacing outdated workflows with an AI platform built for the private markets.
Our expert panel will discuss:
Real-world use cases that demonstrate how AI is eliminating manual bottlenecks — from data tracking to diligence
How structured data and workflow automation accelerate execution and reduce risk
What separates purpose-built platforms from generic tech – and how to assess them to find the right fit for your workflows
Eliminate manual bottlenecks today
Speakers


Andy Archer has over 30 years of experience successfully delivering large-scale technology transformation in global financial services.


Richard Lichtenstein is a member of Bain’s Private Equity and Advanced Analytics practices with deep expertise in Marketing Excellence.


Eric is Ontra’s Chief Technology Officer. He leads all technical functions at the company including software development, AI, quality, infrastructure, security, and IT.

Andy Archer has over 30 years of experience successfully delivering large-scale technology transformation in global financial services. He has served as Chief Technology Officer at GLG Partners, Man Group, and BlueBay Asset Management, where he drove major programmes that enabled scale, resilience, and growth in complex asset management businesses. Andy has spent the past five years at CVC, starting as Chief Technology Officer of CVC Credit. Today, he leads enterprise architecture, applications, and data strategy across the CVC Group. Over the course of his career, Andy has built and mentored high-performing teams, developed future leaders, and established technology as a driver of innovation and efficiency. A Mathematics graduate of the University of Warwick, he is a recognised voice on technology transformation in asset management and regularly shares insights on how firms can harness data and emerging technologies to enhance their competitive position.

Richard Lichtenstein is a member of Bain’s Private Equity and Advanced Analytics practices with deep expertise in Marketing Excellence. He is also Bain’s Chief Data Officer for Private Equity. He has more than 20 years of consulting experience with Bain. Richard leads Bain's effort to incorporate advanced analytics and generative AI into private equity due diligence and portfolio work. He has a team of 100+ people that help teams with innovative data sources and analytic approaches. Richard also co-leads Bain’s efforts to bring GenAI to investors. Richard was the product leader for Bain’s Experimentation @ Scale product (formerly Test for Results) for five years and holds deep expertise in sales and marketing, including digital test and learn, multi-variate testing and growth strategy. Richard received an MBA from Columbia Business School, where he received the Beta Gamma Sigma Alumni Award and the Michaelson Prize. He graduated from Harvard with an AB and an MS in computer science.

Eric is Ontra’s Chief Technology Officer. He leads all technical functions at the company including software development, AI, quality, infrastructure, security, and IT. Prior to Ontra, Eric spent 10 years at AppFolio, starting as the first Director of Engineering and most recently as Vice President of Engineering for the Investment Management business unit. During his time there, Eric led engineering for many of AppFolio’s most significant efforts, including mobile, embedded payments, Investment Management, and AI. Eric previously spent seven years at Las Cumbres Observatory where he was the Director of Engineering, building the world’s first global network of robotic telescopes. Eric sits on the board of directors for Providence School and has been a director of Sage Trail Alliance. He also serves on the customer advisory boards of various prominent software companies including Vanta. Eric holds an M.S. in Computer Science and a B.S. in Mechanical Engineering from Cal Poly – San Luis Obispo.
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