Ontra

Who says finance can't be a walk in the park? 🌴 Join Ontra CEO Troy Pospisil and Corbel Capital Partners founder and Managing Partner Jeff Schwartz for a beachside chat that's anything but business as usual. With a special guest appearance by Troy's pup, Lola! 🐾 On the agenda: ✓ How small businesses are scoring big capital (without selling their soul). ✓ The regulatory plot twists reshaping private lending. ✓ The rise of innovative financing solutions in the lower middle market. Watch the whole video here - https://lnkd.in/gbHNKndJ

Drowning in NDAs? You're not alone. Even leading firms struggle with the volume of routine contracts. 📊 To insource or outsource? It's like choosing between a long meeting and... a longer meeting. But what if there was a third option? 🤔 700+ savvy firms have found their secret weapon: Ontra’s Contract Automation. Ready to revolutionize your deal flow? https://lnkd.in/gux3xMNQ

Private equity CTOs are leading the charge in AI adoption, balancing innovation with risk management. From setting internal strategies to identifying practical use cases, their role is crucial. Want to gain an early advantage with AI in private equity? Check out our comprehensive blog for insights and best practices - https://lnkd.in/gR_RHc-d

When the SEC came knocking, Pharos Capital Group compliance team had a choice: sprint or stumble. For funds managed through Ontra's Insight, the team needed only 15 minutes to download and review side letter data, swiftly demonstrating compliance. The contrast was stark for funds not in Insight: 10 hours per fund, with an additional 2-3 days spent manually pulling side letter provisions. 🤯 In compliance, the right tools don't just save time—they redefine the game. Discover more on how Pharos transformed its SEC exam response: https://lnkd.in/dGTFQqTP

Ready to reclaim hours of your day, every day? ⏰ Our curated AI toolkit makes it possible. We've done the legwork, finding the best AI resources to boost your productivity and free up your time. Whether it's for that passion project or pure relaxation, AI tools can help you focus on what truly matters so that you can actually make plans and keep them. 😉 Ready to transform your summer? Explore our AI collection: https://lnkd.in/g3nwhQ-Y

At Ontra, we value the power of connection and our recent ice cream social was a sweet reminder of how we love to bring our team together. While our customers in NYC visited the Ontra Summer of AI ice cream truck, our team members in Austin, Chicago, and Santa Barbara joined in on the celebration. Our remote-first model doesn’t stop us from finding creative ways to stay connected. From local meet-ups to team offsites, we make sure that the bond between our team members remains strong, no matter where we are. Here’s to the Summer of AI and many more team memories!

Considering a continuation fund? Give your investments a second wind when they need it most. AI-powered legal tech is stepping up to streamline the process. It's like having a tireless assistant who actually understands the intricacies of fund documentation. Curious about making your next continuation fund launch smoother and more efficient? Discover more: https://lnkd.in/gqyjTMn6

A casual stroll with friends can spark unexpected insights. Just ask Randi Lynn Veenstra (Ontra), Elizabeth Muscarella (The Carlyle Group), and Winnie the sheepadoodle. 🐶 They discussed how private equity is challenging narratives by creating jobs faster than public companies, and why in-house ESG expertise is now crucial. The key takeaway? In the evolving ESG landscape, it's better to start now and refine later. Watch the whole video here: https://lnkd.in/gUaAypzD

CFOs, feeling the market squeeze? As fundraising remains challenging and investors’ demands increase, it's time to consider AI as more than just hype. Imagine streamlining operations, automating reports, and flagging compliance issues before they become problems. AI isn't just about cutting costs—it's about empowering your team to focus on high-value work. With 97% of PE financial leaders already leveraging AI for operational efficiency, the question isn't whether to adopt, but how quickly you can implement it. It's time to embrace the AI revolution. Your investors (and your stress levels) will appreciate it. Here’s how to get started 👉 https://lnkd.in/gDJvPXN5

Unlock the secrets to mastering investor obligations and side letter compliance with ease! 🌟 Our updated “Top 10 Side Letter Terms” guide for 2024 is your essential resource for keeping up with investor expectations and side letter trends. Stay ahead of the curve with insights on: 📈 Key trends in Side Letter negotiations  🤖 How AI can streamline your private fund lifecycle Download the free guide today: https://lnkd.in/gVaMZw27