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October 29, 2025
In 2025, speed and accuracy underpin fund managers’ competitive advantage. Firms can no longer afford slow, manual contract processes that delay deals or expose them to unnecessary risk. With so many AI tools available, it’s time for firms to leverage tech to accelerate their processes. The most efficient software for managing NDAs, vendor agreements, and
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October 29, 2025
Private market firms have a problem — their contract negotiation processes are a mess. Manual tasks, multiple versions flying around, legal teams buried in tedious redlining, and no one knowing where anything stands. The real cost isn’t just wasted time; it’s the deals firms could be closing faster. It’s a significant bottleneck that can prevent
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August 08, 2025
Learn how private equity GCs are using AI to ease strain and how they can champion AI adoption across their firms.
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March 22, 2024
Insight by Ontra can help private fund advisers overcome implementation issue with the SEC’s Preferential Treatment Rule.
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February 16, 2024
AI contract automation is to private fund lawyers what data analytics was to baseball scouts.
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February 01, 2024
Learn how GPs can prepare for the regulatory scrutiny on fee and expense provisions in side letters.
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December 06, 2023
The SEC specifically highlighted registered investment advisers’ (RIAs) fees and expenses as an examination focus in its 2023 and 2024 Examination Priorities Report. The Division of Examinations will review the calculation and allocation of fees and expenses, excessive fees, and alternative ways RIA’s may try to maximize revenue — just to name a few. The
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October 24, 2023
On August 23, 2023, the SEC adopted numerous private fund reforms. Here’s a closer look at the new Preferential Treatment Rule and Legacy Status Rule. The Preferential Treatment Rule (Rule 211(h)(2)-3) The rule at a glance: The Preferential Treatment Rule creates new requirements for private fund advisers to disclose preferential terms (side letter terms) that
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October 17, 2023
The SEC gave all registered investment advisers until November 13, 2023, to comply with the amended Compliance Rule that was adopted as part of the private fund adviser reforms. Here’s what you need to know. The Compliance Rule (Rule 206(4)-7(b)) The rule at a glance: The SEC now requires all registered advisers to document their
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September 27, 2023
The SEC recently provided insight into how it assesses risk, selects advisers for examination, scopes the examinations, and requests documents.
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September 22, 2023
An explanation of entity management within private funds, current practices, and the advantages of adopting a modern entity management solution.