Where AI Delivers the Most Value Across Legal and Compliance Workflows

Deal volume is climbing, hold periods are larger, and regulators and LPs are asking more detailed questions. For PE legal and compliance teams, the result is a compounding workload that traditional tools and manual processes were never designed to handle. The right AI solution offers a path forward. The wrong one adds complexity without solving the underlying problem.

Right now, legal and compliance teams are tasked with identifying the right use cases for AI and assessing the best AI solution for each. Leaders face three options for each workflow: a horizontal LLM, a purpose-built solution, or an in-house build. Which one delivers the expertise, reliability, and auditability your firm actually needs?

Access Ontra’s free guide of the 10 workflows where private equity legal and compliance teams are putting AI to work today — and why purpose-built solutions are winning out.

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The AI Platform

Benefits of purpose-built AI

Operational Excellence

Streamline and automate negotiation, compliance, and governance workflows.

Confident Compliance

Mitigate risk by proactively managing fund obligations, entity information, and regulatory requirements.

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Fast Action

Digitize documents and leverage structured data to speed up decisions and move fast in a competitive market.

Battery Ventures

“NDAs are a necessary part of our job, and the volume can be pretty insane. Any time you spend on NDAs is time that you’re not spending reaching out to companies and sourcing.”

Becca Jones | 
Vice President
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NY-based Private Equity Firm, $4 Billion AUM

“As side letter obligations became greater and more difficult to manage, it became crystal clear that we needed a tool. And the only people we were speaking to at that point were Ontra. We had full trust in their capability.”

Park Square Capital

“Automating the MFN process with Ontra not only streamlines collaboration and reduces costs, but also delivers a smoother, more efficient experience for our LPs, aligning with our broader commitment to operational excellence and fund-level cost control.”

Adam Morrison | 
Senior Legal Associate
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Motive Partners

“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 | 
Former Principal & CCO
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See all 10 AI use cases for PE legal and compliance teams

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