Ensure Compliance and Manage Financial Risk
Ontra’s AI Platform helps finance teams strengthen compliance, manage risk, and save time by automating critical workflows
Request Demo
TRUSTED BY LEADING FIRMS
Benefits
Enhance financial operations and manage risk
Strengthen Compliance
Proactively monitor compliance requirements and default triggers
Manage Risk
Confidently track debt covenants and satisfy commitments to lenders
Save Time
Quickly access and understand restrictions and requirements in your credit agreements.
Stay Competitive
Easily review terms from past agreements when negotiating new facilities.
Key Features
Ontra's AI Platform for Private Markets
AI Abstracted Credit Agreements
Quickly identify and categorize covenants in credit agreements
- Transform agreements into structured data by identifying covenants and highlighting corresponding language
- Automatically match and group new clauses with similar covenants from existing credit agreements
- Generate covenant names, descriptions, and categories created by AI and reviewed by Ontra trained specialists
Centralized Digital Compendia
Create a searchable digital repository of credit agreement covenants
- Store and manage all of your credit agreements in a single, secure location.
- Quickly find contract language and summary descriptions using Insight's search algorithm powered by AI.
- Use SmartLine to redline differences in provisions against a single base provision.
Comprehensive Term Comparisons
Summarize and compare key terms across multiple credit agreements
- Instantly spot trends, outliers, and variations among key provisions
- Easily access a holistic view across all of your credit facility provisions and obligations
- Gain historical insights from current and former agreements to aid in new negotiations
Proactive Obligation Management
Assign, monitor, and deliver on lender commitments proactively
- Track lender commitments with tasks to proactively deliver on affirmative and financial obligations
- Identify if events trigger defaults under your facilities and use tasks to manage next steps required for compliance
- Track and manage obligation compliance across your portfolio companies from a single, secure location
Pharos Capital Group
"[Insight] is like insurance for my peace of mind because I want assurance that I'm performing my job and meeting my responsibilities to the best of my ability."
Kimberly Futrell |
Read Customer Story
CCO & CFO
