With AI Search, your team has a faster, more reliable way to find answers across your fund documents, credit agreements, obligation data, and entity details based on the Ontra products you are using. Instead of searching manually across multiple agreements or entities, ask natural-language questions and get direct answers, with citations to the source document or record. All answers are scoped to the requesting user’s existing permissions in the Ontra app.

How it works

AI Search covers any document you have in Ontra, including fund documents in Insight, entity data and documents in Atlas, contracts in Contract Automation, and due diligence questionnaire (DDQ) documents. While all of these are searchable, AI Search is optimized for LPAs, side letters, and credit agreements.

Learn more about how AI Search works in Insight

AI Search finds and synthesizes answers from your data in Insight through a three-step process. When you submit a question, the system searches documents in your Insight account using a hybrid model that combines keyword and semantic search, then ranks and fuses the results to surface the most relevant passages. It reads the top-ranked passages and generates a direct, plain-language answer, staying grounded in the source text. If the answer isn't in the documents, it says so. Every answer includes citations linked to the exact source language in the original document, so you can click through to verify it yourself.

Learn more about how AI Search works in Atlas

AI Search in Atlas uses an intelligent agent that translates your question into the right structured data lookups against your entity data, chaining multiple steps when needed (for example, finding an entity, then fetching its directors) to write a grounded answer. It draws on your structured entity data and attached documents, including entity attributes, jurisdictions and registrations, directors and signers, ownership relationships, service providers, tax IDs, and attached legal documents like certificates of formation and LLC/LP agreements. It does not include any manually added notes or details in custom fields.

Start a new AI Search chat

a GIF walking through the written steps outlined below

Click the Ask AI button on the top-left corner of any page (or on the Funds, Obligations, or Entities dashboards)
Review the Query suggestions, Tips, and Examples on the page
Use the available drop-down filters to narrow down results
Type in your search query and include your desired output format (table, list, drafted certificate text)
- The answer will match the language the question is written in (e.g., if the question is in French, the answer will be too)
- If you use Ontra’s Insight and Atlas solutions, you can craft singular queries to ask questions about your fund documents, obligation data, and entity details.
Click enter on your keyboard to initiate your search
Observe the steps AI Search is taking to answer your question and review the output
- Click the in-line citation to view the source the answer was crafted from
- Use the thumbs up/down icons to provide feedback on the answer to our Product team
- Click the copy icon to copy and share the answer outside of the app (e.g., in a PowerPoint presentation or Word document.)
Continue asking related follow up questions in the same chat as needed
When finished, click the X in the top left corner to exit the chat

All chat history will appear along the left side of the AI Search page to refer back to. If needed, hover over a historical chat and click X to remove it.

Common queries

The queries below are examples of what you could ask AI Search for your specific fund documents, credit agreements, obligation data, or entity details. Review the applicable sections based on the Ontra solution(s) you are using. If using multiple solutions (e.g., Insight and Atlas), you can craft singular queries that ask questions about your fund documents, obligation data, and entity details.

Use the available filter drop-downs to narrow down results as needed.

Insight for Funds

Role	Sample Queries
Investor Relations	Which investors have management fee breaks? Which investors have co-invest rights? Who has MFN Election rights?
Accounting	An investor defaulted on the capital call. What remedies are available? What are our investment restrictions? Do we have capital concentration limits? What are our management fee breaks?
Legal and Compliance	Which investors have ESG policies? Pull all the relevant MFN provisions for the latest Fund. Do we have any co-investment rights or obligations? Are there any restrictions on borrowing? Please show me all AML-related provisions. Have I been compliant with all of my obligations?
Funds Counsel	Do my MFN clauses focus on the automatic right to receive additional rights unless otherwise elected? Show me all material economic terms. Provide a list of all excuse rights.
Investment Team	Do we have any limitations in investments concerning ammunition Which geographic areas can we not invest in? We are investing in an LLC that generates pass-through taxable income. Is there anything we need to do about that?

Insight for Credit

Role	Sample Queries
Legal	Is an acquisition by company ABC of $X allowed without lender consent? Can I pay for this acquisition using new debt without lender consent? What approvals do I need to bring on subordinated debt?
Deal Team & Portfolio Management	What basket terms have we agreed to with [recurring lender] in past deals? What were the leverage covenants in our last three deals in the flagship fund? What is the security package under this deal? Confirm what assets are pledged, which entities are guarantors and what is excluded.
Credit Operations & Loan Administration	What deliverables are due for monthly / quarterly / annual reporting, and what are the differences? If xyz happens, am I breaching any covenants? When does my rate step up?

Atlas

Role	Sample Queries
Legal Counsel / General Counsel	What are the current directors of [ENTITY NAME], and when were they appointed? Show me all entities related to the [PORTFOLIO COMPANY NAME] investment. Which of our entities are registered in more than one jurisdiction?
Compliance & Governance	Is [NAME] an authorized signer for any of our Cayman entities? Provide a table with the D&O slates for [ENTITY NAME 1] and [ENTITY NAME 2]. Find all entities where the W-8 has not been updated in the last two years.
Finance / Tax / Controllers	What is the tax treatment of [ENTITY NAME] in the US? What is the EIN, jurisdiction of formation, and registered agent for [ENTITY NAME]? Who is the auditor of each of our funds, and where is each fund formed?
Paralegals / Legal Admins / Associates	What is our law firm in the Caymans for [FUND X]? Do we have a certificate of formation on file for [ENTITY NAME], and when was it filed? What is the registered agent listed in the certificate of formation for [ENTITY NAME]?

Walkthrough interactive demos for AI Search in Insight & Atlas.