Proactively handle fund obligations and make future fundraising and negotiations quicker and easier.
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:
- Save time and money: lean on historical precedent to streamline future negotiations, save costs by self-servicing complex questions, and ultimately close funds faster.
- Drive organizational accountability: assign all obligations to functional owners across all departments and monitor organization-wide completion to ensure compliance.
- Strengthen investor trust: manage and track compliance with ongoing obligations, proactively handle requirements, and create a clear audit trail of compliance for investors and regulators.
Troy is the Founder and CEO of Ontra, the leading global provider of outsourced routine contract processing. Prior to Ontra, Troy worked in private equity investing at H.I.G. Capital. Earlier, he worked in management consulting at Monitor Deloitte. Troy holds a B.A. from New York University. Outside of work, Troy enjoys sailing, biking, reading, and spending time with his wife and pup, an English bull terrier.
Organize and manage fund obligations across your entire organization
Strengthen investor trust
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.
Organize your obligations in a single dashboard, eliminating the need to reference multiple compendia.