Use Case
A best-in-class MFN process for you and your investors
Reduce Fund Expenses
Keep organizational expenses low with faster form creation and fewer election errors
Unify MFN Elections with Fund Compliance
Use a single platform to create election forms from side letters, and store and comply with the full scope of fund obligations
Scale Operations Efficiently
Automate manual processes as side letters and MFN elections expand in scope and complexity
Comply More Quickly
Gain real-time visibility into the MFN process and track compliance after investors make elections
How We Do It
Run a modern MFN process and manage all of your obligations in Insight
Digitize Side Letters
Convert side letters to digital agreements and contract obligations as soon as available. Watch now
Store, manage, and maintain side letters related to MFN election forms and disclosures in a single, secure location
Transform physical contracts into structured data using AI technology and "human in the loop" oversight
Automatically categorize obligations based on Ontra's comprehensive lexicon of fund terms
Generate MFN Election Forms
Create forms using commitment thresholds and investor characteristics to determine the display of electable provisions and disclosures. Watch now
Build an election form recipient list based on each investor’s MFN eligibility
Generate election forms in minutes by using investor, capital commitment, and side letter category filters
Easily redact text to remove sensitive information from MFN election and disclosure forms
Capture Investor Elections, Track, & Comply
Distribute MFN election forms through a secure digital portal and track investor completion status. Watch now
Send MFN forms and review elections in a single, digital platform
Give investors a simple and effective way to submit elections with less effort
Automatically create a single source of truth for all investor obligations
Accelerate MFN Elections with Insight
Identify and Report on Terms
Create disclosure schedules for investors and exam responses, redact confidential information, and distribute reports.
Identify and tag any terms to keep a digital record for reporting and compliance purposes
Create and distribute disclosure schedules as needed
Explore the full functionality of the Insight platform here
