Insight

The AI solution for obligation management

Easily understand your fund agreements, track upcoming deliverables,
and meet commitments to investors with Insight for Funds

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TRUSTED BY LEADING FIRMS
benefits

Leverage the leading AI-enabled solution
to simplify fund management

Reduce expenses

Use innovative technology to keep legal expenses low when fundraising and meeting contractual obligations

Proactively manage risk

Demonstrate your ability to reduce errors and get audit-ready in the face of increasing regulatory scrutiny

Embrace innovation

Leverage AI to automate strategic tasks in the fund lifecycle and don’t get left behind

Increase transparency

Gain real-time visibility into MFN elections and compliance by digitizing investor and legal workflows

features

Confidently deliver on obligations
with the power of AI

AI-enabled contract digitization

Leverage Ontra’s abstraction capabilities to quickly identify and categorize clauses from fund documents

  • Transform contracts into structured data by identifying legal clauses and highlighting corresponding document language in seconds
  • Match and group new clauses automatically with similar obligations from existing fund documents using Ontra’s proprietary search algorithm
  • Generate obligation names, descriptions, and categories written by AI models and approved with human-in-the-loop oversight

Searchable, digital compendia

Generate an easily searchable, digital repository of agreements and obligations

  • Store and manage critical fund information and documents such as LPAs, Side Letters, and MFN Election Forms in a single, secure location
  • Quickly find contract language and summary descriptions using Insight’s search algorithm powered by industry-leading AI models
  • Use SmartLine to identify similarities and differences among an unlimited number of provisions
  • Reference precedent to negotiate better outcomes for your firm

AI search

Leverage AI to get quick and actionable answers informed by the full scope of your agreements

  • Ask Insight questions about your agreements
  • Receive a detailed response in seconds that surfaces and summarizes relevant information
  • Explore supporting obligations with links to reference text and summaries
  • Leverage search results to create tasks that hold teams accountable

Obligation compliance

Assign, monitor, and report on obligation compliance efforts

  • Build multi-stakeholder task workflows to support compliance with critical event-based and recurring obligations
  • 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
  • Export fund documents and data necessary to demonstrate side letter compliance in seconds

Digital MFN elections & disclosures

Run a modern MFN election and disclosure process and manage all resulting obligations

  • Convert side letters to digital agreements and contract obligations as soon as available
  • Create forms using commitment thresholds and investor characteristics to determine the display of electable provisions and disclosures
  • Distribute forms, track progress, and review investors’ elections in a single digital platform
  • Seamlessly reflect elections in Insight to manage obligations over the fund life
  • Create disclosure schedules for investors and exam responses, redact confidential information, and distribute reports

How Insight for Funds works

Digitize

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

Fundraise

Simplify and expedite MFN elections and disclosures

Search and comply

Easily search, assign, and report on obligation compliance efforts

Blue Point Capital Partners

“Insight makes managing our limited partnership agreements and our side letters significantly simpler, delivering real benefits in terms of cost and efficiency. It’s such a quick and accurate reference that I have it open every day.”

Ed Zelaski | 
Director of Compliance, Blue Point Capital Partners
Read Customer Story

Insight for Funds FAQs

  • Insight for Funds is an AI-powered compliance solution purpose-built for private markets. It helps fund managers understand fund documents, track investor obligations, run digital MFN election processes, and demonstrate compliance to investors and regulatory bodies → all in one place. Request a demo to learn more.

  • Insight for Funds is used by private equity firms, hedge funds, and asset managers of all sizes. Primary users include General Counsel, CCOs, CFOs, and compliance professionals who manage investor obligations day-to-day. Legal, IR, accounting, tax, and finance teams also rely on Insight to surface obligation data and stay coordinated across funds.

  • Insight for Funds addresses the core challenges of manual obligation management: side letters and LPAs tracked across spreadsheets; siloed coordination across legal, compliance, and IR teams; slow, labor-intensive SEC exam responses; and the growing complexity of investor obligations. (The median number of obligations per side letter rose 33% since 2021, according to Ontra analysis.) Manual processes can't scale and they introduce real compliance risk.

  • Insight for Funds includes five core capabilities: AI contract abstraction that transforms fund documents into structured, searchable data; searchable digital compendia for centralized storage of LPAs, side letters, MFN forms, and other fund documents; AI Search for natural-language questions answered with inline citations to source reference text; obligation compliance workflows with multi-owner task management and audit-ready execution logs; and digital MFN elections and disclosures to run a fully digital most favored nations process that automatically tracks resulting obligations across the fund life.

  • Insight significantly reduces the time required to respond to SEC exam requests. Linden Capital Partners completed side letter-related SEC requests in 40 minutes or less — down from an estimated 3–4 hours. Pharos Capital Group reduced time per fund to just 15 minutes. Because obligations are already digitized, structured, and searchable, with compliance audit trails automatically logged, teams spend exam time reviewing data and crafting responses rather than digging through documents.

  • Insight enables the entire MFN process to be run digitally, from creating forms using commitment thresholds to distributing them, tracking investor elections, and capturing final signatures in a connected portal. Approved elections are automatically reflected in Insight so firms can manage resulting obligations across the fund life. Park Square Capital reduced MFN completion time and cost by 50%, completing the process in under 5 weeks.

  • Insight is built on Ontra's enterprise-grade security foundation: SOC 2 Type 2 (all 5 trust criteria), ISO 27001:2022 certification, zero data retention in our platform, robust encryption, and a strict no-training-on-customer-data policy. Role-based permissions ensure each user — internal or external — only accesses the information relevant to their role.

  • Insight for Funds is an annual software license. Pricing is based on your firm's specific needs and scale. Please get in touch for a quote.

Request a demo to learn more about Insight

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