Products / Insight

The AI Platform Powering the Private Fund Lifecycle

Insight modernizes fundraising and simplifies compliance.
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The world’s leading fund managers trust Insight
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Benefits

Leverage the Leading AI-Enabled Solution to Simplify Fund Management

AI
Embrace Innovation
Leverage AI to automate strategic tasks in the fund lifecycle and don’t get left behind.
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Proactively Manage Risk
Demonstrate your ability to reduce errors and get audit ready in the face of increasing regulatory scrutiny.
Reduce Expenses
Use innovative technology to keep legal expenses low when fundraising and meeting contractual obligations.
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Increase Transparency
Gain real-time visibility into fundraising and compliance by digitizing investor and legal workflows.
Features
Confidently Fundraise and Deliver on Obligations with the Power of AI
Insight allows you to expedite your fundraise, run a modern MFN election process, and demonstrate side letter compliance.
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AI-Enabled Contract Digitization
Leverage Ontra’s abstraction capabilities, now also built on Open AI’s GPT-4, to quickly identify and categorize clauses from fund documents.
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Transform contracts into structured data by identifying legal clauses and highlighting corresponding document language in seconds. Watch Now
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Match and group new clauses automatically with similar obligations from existing fund documents using Ontra’s proprietary search algorithm.
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Generate obligation names, descriptions, and categories written by AI models and approved with human-in-the-loop oversight.
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Searchable, Digital Compendia
Generate a digital and easily searchable repository of agreements and obligations.
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Purpose-built to store and manage critical fund information and documents such as LPAs, Side Letters, MFN Election Forms, and Subscriptions in a single, secure location.
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Quickly find contract language and summary descriptions using SmartSearch, Insight's search algorithm powered by industry-leading AI models.
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Use SmartLine to identify similarities and differences among an unlimited number of provisions.
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Reference precedent to negotiate better outcomes for your firm.
Want to learn more? Request a demo today.
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Obligation Compliance
Assign, monitor, and report on obligation compliance efforts.
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Build multi-stakeholder task workflows to support compliance with critical event-based and recurring obligations.
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Create quarterly compliance checks, align on internal review and sign-off processes, and mark tasks complete to create an activity log in preparation for exams.
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Export fund documents and data necessary to demonstrate side letter compliance in seconds.
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Electronic Subscriptions (formerly known as FundFormer)
Simplify and expedite the fundraising process from opportunity to close. Learn More.
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Convert PDF subscription documents to SmartForms with conditional logic to save investors time.
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Auto-populate forms to create a seamless investor experience.
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Leverage a consolidated pipeline view to understand progress towards your fundraising goal.
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Sign documents from any device via DocuSign integration.
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Digital MFN Elections & Disclosures
Run a modern MFN election and disclosure process and manage all resulting obligations. Learn More
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Convert side letters to digital agreements and contract obligations as soon as available.
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Create forms using commitment thresholds and investor characteristics to determine the display of electable provisions and disclosures.
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Distribute forms, track progress, and review investors’ elections in a single digital platform.
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Seamlessly reflect elections in Insight to manage obligations over the fund life.
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Navigate preferential treatment rules by creating disclosure schedules for prospective investors, redacting confidential information, and distributing reports.

How Insight Works

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Digitize

Leverage industry-leading AI models to identify and categorize clauses from fund documents in seconds.

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Fundraise

Simplify and expedite fundraising, MFN elections, and disclosures.

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Search & Comply

Easily search, assign, and report on obligation compliance efforts.

Examples of Documents Serviced

Side Letters
Subscription Agreements
MFN Election Forms
Limited Partnership Agreements
Testimonials

Don’t Get Left Behind

Industry leaders use Insight to reduce costs and mitigate risks by digitally transforming the most tedious aspects of fund operations.
“In the three years we’ve partnered with Ontra, their Insight solution has helped 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. Adding AI into the mix with Ontra Synapse is another win for a company with a long track record of innovation.”
Neal Kalechofsky
Vice President, Alternatives Legal, AllianceBernstein

Request a demo to learn more
about Insight