Solutions / INVESTMENT FIRMS

Automate negotiation, compliance, and governance workflows

Drive efficiency, ensure compliance, and outperform peers with a suite of AI-powered solutions that help you attract capital and fuel growth.

Request Demo

TRUSTED BY LEADING FIRMS

Attract capital and fuel growth with Ontra

Drive operational excellence

Automate manual compliance, negotiation, and governance workflows to free firm resources and control costs.

Ensure compliance, manage risk

Reduce risk and stay prepared with data at your fingertips so you can consistently meet requirements and deliver results.

Act fast in a competitive market

Move into diligence and closing sooner, finalize agreements faster, and act on opportunities first.

AI-POWERED SOLUTION SUITE

Ontra's AI-Powered Solutions for Private Markets

Negotiation Solutions

Drive quicker, more precise contract turnarounds with Contract Automation and Accord.

Track contract review in one place and standardize negotiation preferences in a digital playbook
Automate redlining with AI-suggested markups based on preferences
Unlock real-time insights with AI summaries of contract terms

Request Demo

Compliance Solutions

Fulfill commitments and respond to requests seamlessly with Insight for Funds, Insight for Credit, and DDQ.

Centralize, manage, and structure data from investor, fund, and lender documents.
Accelerate the MFN process with digital forms, and update your digital compendium with elections automatically.
Leverage AI Search to ask natural language questions about your agreements and get answers in seconds
Streamline DDQ completion with AI-suggested responses and automated workflows.

Request Demo

Governance Solutions

Simplify managing entity data as your portfolio grows with Atlas.

Unifies entity records and keep data accurate and up-to-date.
Generate up-to-date structure charts to easily visualize entity ownership and relationships.
Add custom data fields in-app or via API for transparent, compliant operations at scale.

Request Demo

Fir Tree Partners

“Since partnering with Ontra to process routine legal contracts, we’ve saved an extraordinary amount of time and resources. Our team can now focus on higher-value work and strategic initiatives. The legal department is seen as a strategic advisor to the business rather than a hurdle to clear.”

John Ringwood |

Deputy General Counsel

Read Customer Story