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Whether you’re certifying side letter compliance, finalizing financial reporting, or simply responding to questions from investors – AI Search quickly surfaces the relevant institutional knowledge so you can work smarter. Join Ontra’s CTO in exploring how leading managers are using AI to answer questions more efficiently.
During this webinar, our expert panel discusses:
Real-world examples of how teams at fund managers are getting the most out of AI Search
Tips on how to get started with crafting questions and validating results
A preview of where AI Search functionality is headed next
Ready to explore Ontra’s new AI Search functionality?
Speakers
Eric is Ontra’s Chief Technology Officer. He leads all technical functions at the company including software development, AI, quality, infrastructure, security, and IT.
Sarah is a senior member of the Product Marketing team at Ontra. She leads all strategic marketing initiatives for Insight, Ontra’s AI-enabled platform that simplifies fund compliance.
Eric is Ontra’s Chief Technology Officer. He leads all technical functions at the company including software development, AI, quality, infrastructure, security, and IT. Prior to Ontra, Eric spent 10 years at AppFolio, starting as the first Director of Engineering and most recently as Vice President of Engineering for the Investment Management business unit. During his time there, Eric led engineering for many of AppFolio’s most significant efforts, including mobile, embedded payments, Investment Management, and AI. Eric previously spent seven years at Las Cumbres Observatory where he was the Director of Engineering, building the world’s first global network of robotic telescopes. Eric sits on the board of directors for Providence School and has been a director of Sage Trail Alliance. He also serves on the customer advisory boards of various prominent software companies including Vanta. Eric holds an M.S. in Computer Science and a B.S. in Mechanical Engineering from Cal Poly – San Luis Obispo.
Sarah is a senior member of the Product Marketing team at Ontra. She leads all strategic marketing initiatives for Insight, Ontra’s AI-enabled platform that simplifies fund compliance. Prior to Ontra, Sarah managed the Customer Success team at Juniper Square, scaling the growth of the team from seed stage to Series C. Before that, she worked in Investor Relations at Bain Capital where she focused on business development, fundraising, and marketing for private equity funds. Sarah received her B.A. from Middlebury College.
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