AI-Powered Entity Management for Private Equity
Modernize entity management with Atlas. Automate CTA and other compliance workflows, decrease costs, and improve collaboration.
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TRUSTED BY LEADING FIRMS
Benefits
Modernize your entity management and structure charts
Save Time
Collaborate efficiently and automate workflows to minimize time spent managing entity data, implementing changes, and understanding key relationships.
Decrease Expenses
Streamline entity management processes using fewer internal resources and less reliance on external counsel.
Reduce the Risk of Errors
Centralize all entity data, structures, and relationships and use automated workflows to help keep information up-to-date.
Implement Quickly
Leverage AI and Ontra's experienced implementation team to onboard quickly and at no additional cost.
Features
A modern entity
management solution
Atlas uses AI-enabled automated workflows to organize, manage, and share entity data, structure charts, and legal documents, creating a digital single source of truth.
AI-enabled single source of truth
Store and organize entity data and documents digitally in a single location, assisted by AI.
- Leverage AI to upload and consolidate entity information from multiple sources automatically.
- Define relationships between various entities and parties.
- Store supporting documentation logically alongside relevant entities.
Smart Charts
Generate up-to-date structure charts to easily visualize entity ownership and relationships.
- Update and maintain entity information for seamless organizational updates.
- Create algorithmically-generated charts based on entity type, capitalization, ownership, holdings, and other relationship data.
- Customize chart display preferences and data with additional information.
- Save custom preferences and distribute ready-to-use structure charts.
Governance information
Maintain up-to-date director & officer slates and authorized signatory information quickly accessible to key stakeholders.
- Manage personnel changes by surfacing relevant ownership, holdings, and governance information.
- Confirm authorized signers and that accurate details are used to complete corporate actions.
- Remove directors and officers across entities in a single action.
Compliance
Automate CTA filing with FinCEN and other compliance workflows.
- Organize and manage beneficial ownership information for all entities in an AI-enabled single source of truth.
- Designate which entities require CTA filings and which are exempt.
- Automate FinCEN filing with a single click.
Customizable sharing
Align internal and external teams with accessible, up-to-date entity information.
- Control access directly with role and entity-based user permissions.
- Export entity information to respond to compliance and investor requests or to complete filings.
- Extract key data from entity documentation to easily identify changes or modifications to the structure.
Get Started
How Onboarding Works
No-cost data migration
• Provide legal entity data and documents to Ontra • Ontra uses AI and subject matter experts to automate data migration at no additional cost
Data and document review
• Ontra presents migrated entities and stakeholders with underlying data and documents for review and sign-off • Ontra follows up with a full data set including all ownership, capitalization, and relationship information
Training
• Ontra trains customer admins on permissioning and core functionality • Ontra trains in-house teams on core functionality and use cases • Ontra trains third-party users: law firm, tax advisor, etc.
Motive Partners
“Atlas is another example of an application that will allow my team to achieve greater levels of productivity while mitigating risk. We’re very focused on ensuring that our legal team utilizes best-in-class technology in order to provide high-quality legal support to our firm, and having a robust entity management solution makes all the difference."
Lindsay Rutishauser |
Principal and CCO
