Find the plan that’s right for you

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

Free, AI-Enabled Onboarding Leverage Ontra’s abstraction capabilities 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.

Contract Digitization Leverage Ontra’s AI abstraction capabilities to quickly identify and categorize covenants from credit agreements

Digital Repository Generate an easily searchable, digital repository of credit agreements and covenants

Tasks Assign, monitor, and proactively deliver on commitments to lenders

Term Comparisons Summarize and compare key legal and business terms across a number of documents

AI Search Leverage AI to get quick and actionable answers informed by the full scope of your agreements

Enhanced Onboarding Additional data review and implementation methodology support from Ontra's Solutions Consultants for Groups, Categories, and Tasks.