Enjoy a World-Class Investor Experience

Ontra’s legal operating system streamlines subscription and MFN processes, informs side letter negotiations with precedent, and helps you track general partners’ compliance.
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Benefits

Spend More Time Investing, Less Time Completing Tedious Legal Processes

Use a modern, intuitive platform to expedite onboarding and streamline ongoing tracking of reporting and regulatory compliance.

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Focus on Investing

Automate legal processes to spend more time making investment decisions and analyzing portfolio performance.

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Onboard Efficiently

Complete digital subscription documents in days, not weeks, with conditional logic and saved investor profiles.

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Gain Visibility Into Portfolio Compliance

Track reporting, compliance, and operations across your investments.

Features
An Integrated Platform to Streamline Investing
Ontra offers a suite of solutions that help you invest, negotiate, and track compliance across your portfolio.
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FundFormer
Reduce the time and effort you expend to subscribe to a fund.
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Leverage your saved investor profiles and a DocuSign integration to subscribe in just a few clicks.
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Collaborate with general partners and third parties directly in your documents to move to completion quickly.
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Provide key information to meet managers’ tax, KYC, and AML requirements and reuse documentation to comply quickly for future investments.
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Insight
Get immediate, self-serve access to actionable data from your agreements with general partners.
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Generate a centralized repository of agreements and visualize terms you’ve agreed to across all of your investments.
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Redline an unlimited number of provisions to negotiate preferred terms and drive consistent language across contracts.
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Monitor and report on compliance efforts across your portfolio using automated workflows.
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Inform and improve side letter negotiations by understanding the terms of your precedent agreements.

Request a demo to learn more