Learn more about organizing, benchmarking, and managing your obligations across all your funds while ensuring contract compliance.
Meet all your promises to investors
Fund managers using ad hoc tools run the risk of human error and noncompliance. Insight, an AI-powered SaaS fund management solution, gives firms a scalable way to organize and manage their commitments to investors while ensuring contract compliance.
Centralize contract data
View all commitments made to investors, across all funds, in one location.
Increase negotiation leverage
Quickly understand and benchmark all versions of your legal provisions.
Deliver on promises
Assign ownership and create workflow-driven activities to fulfill contractual commitments.
Accelerate audit responses
Tap into a comprehensive audit trail of all actions taken to fulfill promises to investors.
Unique software solving a unique problem for fund managers
Ontra's dedicated team of data scientists, machine learning engineers, and veteran lawyers developed Insight; a unique fund management software. We're at the forefront of combining natural language processing and actionable AI.
Ready to get started? Book a custom demo.
How Insight works
Upload and digitize your fund documents with assistance from your Customer Success Manager.
Key term abstractions
Summarize each document, extract key terms, and tag and organize fund obligations in a user-friendly interface.
Assign tasks to colleagues and easily audit contract compliance with digital records of completed work.
Example documents serviced:
Learn about the SEC’s proposed amendments, how these proposals could impact private equity firms, and how Insight from Ontra can help.
Watch a quick demo video to see how our Insight platform can help you manage fund obligations.