Ellen Rosenberg, General Counsel and CCO at GreyLion Partners, shares how Ontra removes time-consuming legal tasks from her plate, freeing her to focus on risk management and high-value work for her private equity firm.
Request DemoInvestment firms are fielding 15+ DDQs a week during active fundraising. Watch how Ontra’s DDQ solution turns complex questionnaires into a streamlined process.
Investment firms are fielding fifteen plus DDQs a week when they're actively fundraising. Hundreds of questions, hours searching for responses, coordinating across multiple teams. The old way just isn't working. Introducing DDQ by Entra, one solution to turn complex questionnaires into a streamlined process.
Start off by uploading the DDQ as soon as you receive a new request from an investor or third party. Once the document is uploaded, AI enabled abstraction transforms requests into a digital list of questions for your team to address. Then, AI takes the first pass by suggesting approved answers from your precedent library. If the exact match isn't available, AI generates a draft response for your team to review.
You're able to see which approved sources inform the AI draft response and verify that the response is accurate, current, and complete. There is also the ability to edit responses as needed. This allows you to maintain full control over AI generated answers.
From there, your team collaborates in a single workflow, assigning, reviewing, and approving answers to keep questionnaires moving without the back and forth. Are you ready to transform your firm's DDQ process? Request a demo today.
DDQ is an AI-powered solution designed to help fund managers answer, track, and submit investor requests with confidence and speed.
Breeze through repeat questions and select from your organization’s most recent and relevant responses.
Promote clear and consistent investor communications from every team and fund strategy.
Leverage pre-approved language and avoid outdated responses so you can return DDQs ahead of schedule.
See how DDQ by Ontra helps fund managers accelerate completion of DDQs, drive consistency in investor communications, and cost-effectively scale operations to stay on top of questionnaires.
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