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AI-Powered Contracts for Private Capital Markets
Playbook and Customization
Contract Resource
Monthly Minimum Fee
Turnaround Time Based on business days. Some document types, such as commercial agreements or engagement letters, are 48-hour turnaround time. Expedited processing available at an additional cost
Dedicated Customer Success Team
Document Management System

Standard Edition
Get Started with a Free Trial
View Features
Playbook and Customization
Ontra Market Playbook
Contract Resource
Qualified contract professionals
Monthly Minimum Fee
No
Turnaround TimeBased on business days. Some document types, such as commercial agreements or engagement letters, are 48-hour turnaround time. Expedited processing available at an additional cost
24-hour return to counterparty
Dedicated Customer Success Team
Yes
Document Management System
Yes

Advanced Edition
Get Started with a Free Trial
View Features
Playbook and Customization
Ontra Market Playbook with unlimited customizations
Contract Resource
Qualified lawyers
Monthly Minimum Fee
No
Turnaround TimeBased on business days. Some document types, such as commercial agreements or engagement letters, are 48-hour turnaround time. Expedited processing available at an additional cost
24-hour return to counterparty
Dedicated Customer Success Team
Yes
Document Management System
Yes

Premier Edition
Get Started with a Free Trial
View Features
Playbook and Customization
Ontra Market Playbook with unlimited customizations
Contract Resource
Qualified lawyers with experience at a top-tier firm or extensive Ontra experience.
Monthly Minimum Fee
No
Turnaround TimeBased on business days. Some document types, such as commercial agreements or engagement letters, are 48-hour turnaround time. Expedited processing available at an additional cost
24-hour return to counterparty
Dedicated Customer Success Team
Yes
Document Management System
Yes

The AI platform powering the private fund lifecycle
Free, AI-Enabled Onboarding Leverage Ontra’s abstraction capabilities, now also built on Open AI’s GPT-4, to quickly identify and categorize clauses from fund documents
Digital Compendia Generate an easily searchable, digital repository of agreements and obligations
Comprehensive Task Management Build multi-stakeholder task workflows to support compliance with critical event-based and recurring obligations
AI Search Leverage AI to get quick and actionable answers informed by the full scope of your agreements
Side Letter Compliance Checks & Exports Create side letter review and sign-off processes, and export data necessary to demonstrate side letter compliance
Digital MFN Elections & Disclosures Run a modern MFN election and disclosure process and manage all resulting obligations.
Access to Ontra’s API Suite Navigate preferential treatment rules by creating disclosure schedules for prospective investors

Standard Tier
Try our Proof of Value
View Features
Free, AI-Enabled OnboardingLeverage Ontra’s abstraction capabilities, now also built on Open AI’s GPT-4, to quickly identify and categorize clauses from fund documents
X
Digital CompendiaGenerate an easily searchable, digital repository of agreements and obligations
X
Comprehensive Task ManagementBuild multi-stakeholder task workflows to support compliance with critical event-based and recurring obligations
AI SearchLeverage AI to get quick and actionable answers informed by the full scope of your agreements
Side Letter Compliance Checks & ExportsCreate side letter review and sign-off processes, and export data necessary to demonstrate side letter compliance
Digital MFN Elections & DisclosuresRun a modern MFN election and disclosure process and manage all resulting obligations.
Access to Ontra’s API SuiteNavigate preferential treatment rules by creating disclosure schedules for prospective investors

Advanced Tier
Try our Proof of Value
View Features
Free, AI-Enabled OnboardingLeverage Ontra’s abstraction capabilities, now also built on Open AI’s GPT-4, to quickly identify and categorize clauses from fund documents
X
Digital CompendiaGenerate an easily searchable, digital repository of agreements and obligations
X
Comprehensive Task ManagementBuild multi-stakeholder task workflows to support compliance with critical event-based and recurring obligations
X
AI SearchLeverage AI to get quick and actionable answers informed by the full scope of your agreements
X
Side Letter Compliance Checks & ExportsCreate side letter review and sign-off processes, and export data necessary to demonstrate side letter compliance
X
Digital MFN Elections & DisclosuresRun a modern MFN election and disclosure process and manage all resulting obligations.
Access to Ontra’s API SuiteNavigate preferential treatment rules by creating disclosure schedules for prospective investors

Premier Tier
Try our Proof of Value
View Features
Free, AI-Enabled OnboardingLeverage Ontra’s abstraction capabilities, now also built on Open AI’s GPT-4, to quickly identify and categorize clauses from fund documents
X
Digital CompendiaGenerate an easily searchable, digital repository of agreements and obligations
X
Comprehensive Task ManagementBuild multi-stakeholder task workflows to support compliance with critical event-based and recurring obligations
X
AI SearchLeverage AI to get quick and actionable answers informed by the full scope of your agreements
X
Side Letter Compliance Checks & ExportsCreate side letter review and sign-off processes, and export data necessary to demonstrate side letter compliance
X
Digital MFN Elections & DisclosuresRun a modern MFN election and disclosure process and manage all resulting obligations.
X
Access to Ontra’s API SuiteNavigate preferential treatment rules by creating disclosure schedules for prospective investors
X

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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What’s included in an Atlas annual software license

Ontra-managed onboarding
Legacy entity data migration
Unlimited entities
Unlimited seats
User training
White-glove customer support
Automated CTA filing

*Free standard onboarding included. Additional terms apply. Services exceeding the standard scope of abstraction services may be subject to additional cost.

Why Ontra?

The Power of GPT-4

Synapse, our cutting-edge AI engine, is powered by OpenAI’s GPT-4.

White Glove Service

Our Account Management and Customer Success teams are dedicated to your digital transformation.

A Global Legal Network

Highly qualified legal professionals support your legal workflows.

TRUSTED BY LEADING FIRMS

Get back to the high-value work your team loves—and your company needs

Tap into a more efficient and effective way to handle routine contracts.

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