Deliver on Side Letter Commitments
Automate the process of identifying, coordinating, and monitoring activity to meet contractual commitments.
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TRUSTED BY LEADING FIRMS
USE CASE
Leverage AI to Satisfy Commitments to Investors
Proactively Manage Risk
Confidently deliver on obligations and demonstrate SEC and investor compliance with audit-ready execution logs.
Drive Operational Efficiency
Save time, eliminate siloed fund data, and enable precedent consistency through simplified processes.
Reduce Expenses
Reduce counsel spend for ongoing compliance questions, MFN election processes, and final compendia creation.
Stay Competitive
Stay competitive with AI to meet investor expectations, simplify collaboration, and stay ahead of competitors.
HOW WE DO IT
Extract, Digitize, and Categorize Contract Commitments with Ontra’s AI-Powered Solution
AI Contract Digitization
Leverage Ontra’s AI abstraction capabilities to quickly identify and categorize clauses from fund documents.
- Transform contracts into structured data by identifying legal clauses and highlighting corresponding document language.
- Generate names, descriptions, and categories for each obligation, created by AI and reviewed by Ontra specialists.
- Create a dynamic and evolving digital precedent dataset across your funds.
Searchable, Digital Compendia
Gain an easily searchable, single source of truth for fund documents and obligations.
- Manage LPAs, side letters, and MFN forms in a single, secure location.
- Quickly surface obligation summaries and contract language with advanced search options
- Use SmartLine to identify similarities and differences among provisions.
- Reference precedent to negotiate better outcomes for your firm.
Obligation Compliance
Assign, monitor, and report on investor obligation compliance.
- Build multi-owner task workflows to manage compliance of critical event-based and recurring obligations.
- Create recurring compliance checks, internal review processes, and activity logs in preparation for exams.
- Export execution data to demonstrate compliance to investors or regulatory bodies.
Digital MFN Elections & Disclosures
Digitally run a MFN election and disclosure process before managing all resulting obligations.
- Convert side letters to digital agreements and structured obligations as soon as available.
- Create forms using commitment thresholds to determine electable provisions and disclosures.
- Distribute forms, track progress, and review investors’ elections in a single digital platform.
- Seamlessly reflect elections in Insight to manage obligations over the fund life.
- Create disclosure schedules for investors and exam responses, redact confidential information, and distribute reports.
Blue Point Capital Partners
“Insight makes managing our limited partnership agreements and our side letters significantly simpler, delivering real benefits in terms of cost and efficiency. It’s such a quick and accurate reference that I have it open every day.”
Ed Zelaski |
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Director of Compliance, Blue Point Capital Partners
