The AI Solution for Obligation Management

Easily understand your fund agreements, track upcoming deliverables, and meet commitments to investors with Insight for Funds

Leverage the Leading AI-Enabled Solution to Simplify Fund Management

Insight for Funds allows you to run a modern MFN election process and demonstrate side letter compliance.

Reduce Expenses

Use innovative technology to keep legal expenses low when fundraising and meeting contractual obligations.

Proactively Manage Risk

Demonstrate your ability to reduce errors and get audit-ready in the face of increasing regulatory scrutiny.

Embrace Innovation

Leverage AI to automate strategic tasks in the fund lifecycle and don’t get left behind.

Increase Transparency

Gain real-time visibility into MFN elections and compliance by digitizing investor and legal workflows.

Confidently Deliver on Obligations with the Power of AI

AI-Enabled Contract Digitization

Leverage Ontra’s 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 in seconds.
• Match and group new clauses automatically with similar obligations from existing fund documents using Ontra’s proprietary search algorithm.
• Generate obligation names, descriptions, and categories written by AI models and approved with human-in-the-loop oversight.

Searchable, Digital Compendia

Generate an easily searchable, digital repository of agreements and obligations.

• Store and manage critical fund information and documents such as LPAs, Side Letters, and MFN Election Forms in a single, secure location.
• Quickly find contract language and summary descriptions using Insight's search algorithm powered by industry-leading AI models.
• Use SmartLine to identify similarities and differences among an unlimited number of provisions.
• Reference precedent to negotiate better outcomes for your firm.

AI Search

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

• Ask Insight questions about your agreements.
• Receive a detailed response in seconds that surfaces and summarizes relevant information.
• Explore supporting obligations with links to reference text and summaries.
• Leverage search results to create tasks that hold teams accountable.

Obligation Compliance

Assign, monitor, and report on obligation compliance efforts.

• 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.

Digital MFN Elections & Disclosures

Run a modern MFN election and disclosure process and manage all resulting obligations.

• Convert side letters to digital agreements and contract obligations as soon as available.
• Create forms using commitment thresholds and investor characteristics to determine the display of 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.

How Insight for Funds Works

Digitize

Leverage industry-leading AI models to identify and categorize clauses from fund documents in seconds.

Fundraise

Simplify and expedite MFN elections and disclosures.

Search & Comply

Easily search, assign, and report on obligation compliance efforts.