Hone in on the right data quickly by using Insight's robust search functionality and filtering tools to manage your obligations.

Overview

Navigate to the Obligations page under Insight, in the left-hand navigation menu and stay on the Obligations tab.

This dashboard centralizes all underlying provisions that have been abstracted, summarized, and organized from your fund documents. Search, filter, and export obligation data easily with the provided options.

Search functionality

Use keywords, search options, and filtering tools to locate obligations across multiple levels of your data. These options and filters will help you search across both structured obligation data and the underlying source documents linked to each obligation.

Click the Ask AI button to ask natural-language questions about your fund documents, agreements, and obligation data. Learn more.

Keyword search

Use the Search bar to perform keyword searches across your obligations and click Search Options to customize the search capabilities.

Search Options

Option	Description	Examples
Name and Description (on by default)	Searches the Name and Description fields of all obligations and obligation groupings.	A search for "LP Confidentiality" returns obligations where this phrase appears in the namd and/or description field.
Reference Text (on by default)	Searches the text of source documents linked to obligations (document references).	A search for "found guilty of any material" returns the Absence of Investigations obligation, as this phrase appears in its Document reference text.
Include Synonyms (off by default)	This option matches terms that are similar in meaning to those in the search query, expanding the scope of results.	A search for "weapons” returns obligations that include related words and phrases, such as “firearms”, “guns” or “ammunition”.
Advanced Search Syntax	Allows for advanced syntax usage to refine results further. Enclose searches in double quotations to return exact results. Use operators (AND, OR, or NOT) to combine and exclude terms. Operators must be capitalized.	Phrase matching: "Financial reporting" will only return obligations containing variations of the phrase "Financial reporting" in that specific order. AND operator: "Financial reporting" AND "Quarterly": returns obligations that contain both quoted terms, such as, "Quarterly financial reporting". The search would not return "Financial reporting" OR operator: "Financial reporting" OR "Quarterly": returns obligations containing the words "financial reporting" or "Quarterly”, such as “Quarterly Financial Reporting” and "Financial reporting" NOT operator: “reporting” NOT “annual” returns obligations that mention “reporting” but do not contain “annual”

Filtering tools

Use the filters on the obligation dashboard to search for obligations based on predefined criteria, including Categories, Investing Party, Contractual Relationship, Fund, Fund Strategy, Document, and more. You can combine filters and use keyword search to further narrow down your results. As you select filters, the obligations results will begin filtering automatically.

Search results sources

Click Sources below any search result to view the origin of the obligation and understand how it relates to your query. Search terms are highlighted within the obligation's name, description, and reference text so you can see why a result was returned. Each result is also assigned a relevance score based on term frequency, rarity, and document length, helping you prioritize the most contextually relevant matches. Click View Document to open the underlying source document.

Obligations reporting

Insight's export capabilities give you instant access to your obligation data across your entire portfolio. Pull a fund-wide view of your provisions, categories, investing parties, and reference text to share with your board or investors, respond to regulatory inquiries, or track open items across funds, in seconds.

In the left-hand navigation, under Insight, open the Obligations page
Use search or filters to narrow down the list of obligations
Click Download All to export a list of provisions based on your filters or use the checkboxes to select specific obligations and click Download Selected

The downloaded Excel file will include:

Full reference text extracted from your documents when creating obligations
Obligation name
Obligation description (if applicable)
Number of obligations in the group (if applicable)
Frequency of tasks (if applicable)
Document name
Categories
Owner
Fund
Parties
Source document
Source document type (LPA, side letter, etc.)