AI-Powered Entity Management for Private Equity
Modernize entity management with Atlas. Automate compliance workflows, decrease costs, and improve collaboration.
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TRUSTED BY LEADING FIRMS
Benefits
Streamline legal and compliance workflows with intelligent entity management
Save Time
Collaborate efficiently and automate workflows to minimize time spent managing entity data, implementing changes, and understanding key relationships.
Decrease Expenses
Streamline entity management processes using fewer internal resources and less reliance on external counsel.
Reduce the Risk of Errors
Centralize all entity data, structures, and relationships and use automated workflows to help keep information up-to-date.
Act with confidence
Leverage your data to guide strategic transaction decisions, respond to compliance requests, and complete reporting with confidence
Features
A modern entity
management solution
Atlas uses AI-enabled automated workflows to organize, manage, and share entity data, structure charts, and legal documents, creating a digital single source of truth.
AI-Enabled Single Source of Truth
Store and organize entity data and documents digitally in a single location, assisted by AI.
- Leverage AI to upload and consolidate entity information from multiple sources automatically.
- Define relationships between various entities and parties.
- Store supporting documentation logically alongside relevant entities.
Up-to-Date Structure Charts
Generate up-to-date structure charts to easily visualize entity ownership and relationships.
- Update and maintain entity information for seamless organizational updates.
- Create algorithmically-generated charts based on entity type, capitalization, ownership, holdings, and other relationship data.
- Customize chart display preferences and data with additional information.
- Save custom preferences and distribute ready-to-use structure charts.
Pro Forma Structure Charts
Design and refine future-state entity structures to guide strategic transaction decisions
- Model proposed changes to existing structures and update drafts as deals progress
- Export and share charts to gather feedback, drive internal alignment, and make decisions
- Publish approved drafts to automatically create new and existing entities in Atlas
Governance Information
Maintain up-to-date director & officer slates and authorized signatory information quickly accessible to key stakeholders.
- Manage personnel changes by surfacing relevant ownership, holdings, and governance information.
- Confirm authorized signers and that accurate details are used to complete corporate actions.
- Remove directors and officers across entities in a single action.
Tasks
Deliver on the recurring workflows required to manage entities and stay compliant
- Codify multi-step workflows so teams follow the right steps when completing legal and compliance tasks
- Delegate work clearly across teams and get visibility into each responsible party’s progress
- Leverage tasks to keep stakeholders accountable and reduce the risk of mission-critical actions falling through the cracks
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How Onboarding Works
Data Migration
Ontra uses AI and subject matter experts to automate data migration.
Data Review
Ontra verifies the migrated data with stakeholders, then follows with ownership, capitalization, and relationship data.
Training
Ontra trains customer admins, in-house teams, and third-party users on core functionality and use cases.
Motive Partners
“Atlas is another example of an application that will allow my team to achieve greater levels of productivity while mitigating risk. We’re very focused on ensuring that our legal team utilizes best-in-class technology in order to provide high-quality legal support to our firm, and having a robust entity management solution makes all the difference."
Lindsay Rutishauser |
Principal and CCO
