From fund formation to exit, generic AI stops short of what
private markets' most critical workflows require.
Manual contract negotiation, even with AI tools or outsourced counsel, isn't the best use of your budget or team’s time. Ontra owns the contract negotiation process from intake through execution, freeing your legal and deal teams to focus on strategic work.
See the SolutionKYC requests leave teams with document organization and the work required to coordinate and execute requests. Ontra handles your end-to-end KYC process at a predictable cost, completely owning requests from intake to clearance.
See the SolutionGeneric AI can summarize documents, but it wasn't built for private markets and compliance. Ontra structures fund data, delivers cited answers, and helps you manage obligations across teams.
See the SolutionThe Fund Lifecycle is Full of Bottlenecks
Every phase has friction generic AI tools can't fix.
Hover or tap a stage to explore.
Get a 20-minute demo tailored to your biggest fund lifecycle challenge.
*Average retention across customers who have used an Ontra platform solution for at least a year as of Dec. 2025.