Enhance Workflow & Cost Transparency Across the Fund Lifecycle
Let Ontra’s private markets technology platform improve internal collaboration, decrease costs, and increase transparency in legal and compliance workflows.
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TRUSTED BY LEADING FIRMS
Benefits
Boost finance workflows and decrease costs
Reduce your operational costs
Adopt a scalable technology platform to reduce operational costs across the fund lifecycle
Improve your operational efficiency
Leverage AI technology to reduce manual workflows and spreadsheet dependencies
Increase data quality and security
Keep information secure and up-to-date, and share data efficiently across teams with a single source of truth
Gain transparency and insights
Gain greater insight into costs and workflow status to understand fee and expense timing, and mitigate the risk of regulatory fines
Key Features
Ontra's Private Markets Technology Platform
Flexible contract negotiation
A full-service solution to negotiate contracts efficiently while driving high-quality outcomes, saving time, and reducing costs.
- Reduce costs with fewer internal resources and less external spending
- Access predictable per-contract fees, minimizing legal bill surprises
- Capitalize on a scalable solution with usage-based pricing allocable to fund expenses and options to change the relationship as the business evolves
Obligation management and digital MFN processes
An AI-enabled technology platform to modernize fundraising and comply with fund obligations.
- Build multi-stakeholder task workflows to support compliance with critical event-based and recurring obligations
- Create quarterly compliance checks, align on internal review and sign-off processes, and mark tasks complete to create an activity log in preparation for exams
- Export fund documents and data necessary to demonstrate side letter compliance in seconds
Modern entity management
An AI-powered entity management solution built for private equity.
- Reference key information with ease, including beneficial ownership information for CTA reporting
- Access up-to-date data and generate structure charts to easily visualize entity ownership and relationships
- Share and control access internally and with third parties, ensuring everyone has the most recent entity information
Pharos Capital Group
"[Insight] is like insurance for my peace of mind because I want assurance that I'm performing my job and meeting my responsibilities to the best of my ability."
Kimberly Futrell |
CCO & CFO
