AI-Powered Entity Management for Private Equity

Modernize entity management with Atlas. Automate CTA and other compliance workflows, decrease costs, and improve collaboration.

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.

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.

How Onboarding Works

Data Migration

Ontra uses AI and subject matter experts to automate data migration at no additional cost.

Data Review

Ontra verifies the migrated data with stakeholders, then follows with ownership, capitalization, and relationship data.

Training

Ontra trains customer admins, in-house teams, and third-party users on core functionality and use cases.