Helios Investment Partners Cuts Entity Management Time with Ontra

Helios Investment Partners, a London-based private equity firm managing 200+ entities across its fund structures, adopted Atlas to replace manual structure chart workflows that were increasingly difficult to scale. The implementation was complete ahead of schedule, with all entities centralized in a single system of record.

Atlas reduced time spent on entity management workflows by 67% and enabled real-time updates during active deal structuring. The platform also improved data confidence across fund structures, supporting faster and more reliable regulatory filings. For the Helios compliance team, the shift to Atlas changed not just how they work, but how confidently the whole firm can act on its entity data.

The Challenge

A growing entity portfolio and manual workflows create the need for a more scalable approach

As Helios Investment Partners continued to grow, so did the complexity of its entity portfolio. By the time Alex Arnold joined as Head of Compliance last September, the business was managing more than 200 entities across its fund structures at a scale that manual processes were increasingly struggling to keep pace with. Structure charts, critical for due diligence, regulatory filings, and internal decisions, required frequent manual updates, and ensuring every stakeholder was working from the most current version had become a significant and time-consuming challenge.

Aastha Vivek, who had joined as a Compliance Associate two months before Alex, was familiar with the demands these workflows placed on the team. Structure chart requests were a regular part of operations, from third parties completing due diligence on the firm to internal teams tracking where specific fund entities sat within a structure. Each request meant locating the most recent version, making frequent manual updates to the visual, and distributing a file that, by its nature, reflected a point-in-time snapshot rather than a live view.

As the compliance team conducted an entity data review, it became clear that the scale and pace of Helios’s growth had outpaced the team’s existing processes. Keeping ownership percentages, entity names, and relationships consistently up-to-date across a portfolio of this size required a more structured, technology-driven approach.

The Solution

Helios adopts Atlas and goes live ahead of schedule

Helios was already an Ontra customer, using Insight for Funds to manage side letter obligations, when the Head of Operations flagged that Ontra had released Atlas, its AI-powered entity management platform. Alex had evaluated competing solutions in a previous role and found them lacking. When he saw how Atlas had evolved, he was confident it was the right fit for Helios.

Onboarding to Atlas was straightforward. Single sign-on was already configured, and Ontra was already a trusted part of the firm’s technology ecosystem.

Ontra’s implementation team guided the process from the start, providing import templates in December 2025 so the compliance team could begin organizing entity data before the end of the year. Ontra worked through entities in fund stacks, treating each fund as a self-contained unit, so that progress was visible and incremental. By mid-February 2026, the bulk of Helios’s entities were live in Atlas, well ahead of what Alex had expected.

“I thought onboarding was going to be longer, which is probably the first time I’ve ever said that with regards to an implementation.” — Alex Arnold, Head of Compliance, Helios Investment Partners

The Results

Helios can finally rely on a single source of truth

Atlas now holds more than 200 entities across Helios’s fund structures. For the compliance team, the most immediate change is in what they no longer have to do.

“Entity management tasks are so much quicker. I don’t have to sit there figuring out slides, making the lines touch the correct box. It’s more: I need this, I don’t need this, collapse, include, and then save as PDF. So much, much faster.” — Aastha Vivek, Compliance Associate, Helios Investment Partners

Commonly requested structure charts, saved by fund, are now shareable with a single action. The finance team, recently onboarded with Atlas access, now looks up entity information themselves rather than routing every question through compliance.

Atlas has created significant efficiencies for us as a compliance function, and we expect that to extend across the business going forward. For the first time, we can give people access to information we’re confident is actually accurate.

Alex Arnold

| Head of Compliance

67% faster workflows

Before Atlas, the Helios compliance team spent approximately two hours per week updating structure charts. With Atlas, that same work takes under 40 minutes, a 67% reduction in time spent. Part of that gain comes from how quickly the compliance team can now make and push changes. Where a structural update once meant manually rebuilding and redistributing a file that would be outdated by morning, Atlas lets the team edit entities in real time and see structure charts dynamically update.

When structuring a new deal, Helios regularly needs to visualize and iterate on entity stacks in real time alongside the deal team. Atlas makes that possible. In one recent example, the team revised entity names five or six times within an hour, with Aastha updating the structure chart live as decisions were made.

“The team changed the names of entities five or six times within the space of about an hour. Aastha was doing it in real time — and then once the administrators confirmed they now exist, we just pushed it to live, and it was done. Everything thereafter was much faster.” — Alex Arnold, Head of Compliance, Helios Investment Partners

The speed gain also points to something harder to quantify: resilience. Atlas has extracted institutional knowledge that previously lived in employees’ heads and made it portable, accurate, and accessible.

Increased confidence in the accuracy of entity data

The accuracy of the underlying data has improved just as dramatically. Alex shared that the team is significantly more confident in the accuracy of their entity data across fund structures. Atlas is purpose-built for private markets, letting teams define ownership types once and apply them uniformly across every entity. Getting ownership type right allows the team to submit filings quickly and confidently.

For Helios, the transformation from slide decks to a single, trusted platform has changed not just how they work, but how confidently the whole firm can act on its entity data.

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Published June 2026