Extract, Digitize, and Categorize Fund and Investor Commitments With Ontra's AI-Enabled Software
Insight allows you to inform negotiations with precedent, secure better terms, and deploy processes that ensure investor commitments are addressed on time and at scale.
Generate a centralized repository of fund documents, side letters and related obligations.
Store, manage, and maintain institutional knowledge for all fund documents in a single, secure location.
Transform physical contracts into structured data using a blend of AI technology and human-in-the-loop experts.
Automatically categorize key obligations and referenceable summaries that tie to underlying document language.
Get immediate, reliable answers with a few keystrokes.
Search actual contract language and summary descriptions to ensure accuracy.
Find information by keying in search terms or by using Ontra SearchLight, a clause highlighter that dynamically aggregates related terms.
Review search results ranked by relevance using Ontra's proprietary search algorithm.
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Assign, monitor, and report on fund and investor obligation compliance efforts.
Build multi-stakeholder workflows and assign ownership of tasks, subtasks, and alerts to individuals across departments.
Automatically generate an auditable, time-based log of events linked to each obligation for use in mock audits and examinations.
De-risk compliance by creating repeatable processes that drive accountability and scale across your organization.
Break away from conventional redlining tools that only allow for a static comparison of two documents.
Identify similarities and differences across an unlimited number of provisions.
Combine similar terms into SmartGroups to expedite the redlining process.
Analyze precedent language to determine whether positions are market and to ensure consistent language across contracts.
Reporting & Benchmarking
Empower business decisions with data-driven insights.
Partner with Ontra’s network of legal experts to create clear, dependable summaries of each individual fund document and side letter.
Visualize side letter trends with reports that draw on terms across your agreements.
Inform and improve negotiations by understanding the terms of your firm’s precedent fund documents.