Transform your fund documents into Insight

Agreeing to obligations is one thing; meeting them is another. Fund managers – including their legal and compliance teams, finance departments, investor relations organizations, and, of course, investment professionals – are all deeply invested in ensuring that obligations outlined in limited partnership agreements, side letters, and other documents governing their LP relationships are reliably met. Failure can lead to legal action, regulatory fines, loss of investor confidence, and reputational damage.

Watch the webinar on-demand and learn how to modernize your fund management processes and transform your contracts into insight in order to:

  • image descriptionSave time and money: lean on historical precedent to streamline future negotiations, save costs by self-servicing complex questions, and ultimately close funds faster.
  • image descriptionDrive organizational accountability: assign all obligations to functional owners across all departments and monitor organization-wide completion to ensure compliance.
  • image descriptionStrengthen investor trust: manage and track compliance with ongoing obligations, proactively handle requirements, and create a clear audit trail of compliance for investors and regulators.
Watch Now

Download the Executive Summary now for an overview of Insight!

Speakers

Troy Pospisil
CEO & Founder
Ontra

Troy is the Founder and CEO of Ontra, the leading global provider of outsourced routine contract processing.

Miles Chan
VP/GM of Insight
Ontra

Miles is the VP/GM of Insight at Ontra.

Organize and manage fund obligations across your entire organization

Remove the complexity from fund compliance and build stronger investor relationships with Insight.

Strengthen investor trust

Proactively handle fund obligations and make future fundraising and negotiations quicker and easier.

Drive organizational accountability

Assign tasks to others and analyze compliance across your organization in real-time.

Reliably audit compliance

Monitor and audit obligations through digital records to verify who did what and when.

Save time

Organize your obligations in a single dashboard, eliminating the need to reference multiple compendia.

The world's leading investment firms rely on Insight

Take control of your fund obligations

Ontra announces Insight, a purpose-built fund obligation management solution designed to organize obligations across your funds, drive accountability and compliance, and ultimately strengthen investor trust.