Mikahla Burg

Utilize Precedent Search to find the most relevant answer to an investor query without having to know the exact terms you're looking for. With Precedent Search, you can: Ask anything of your preced...

This article includes links to guided, interactive demos across our product suite. See below to access step by step walkthroughs that let you explore key features and experience the functionality i...

Review Before PublishingOn the left sidebar, select Saved Charts tabClick into the chart by clicking the chart name Enter Draft Mode by clicking the kebab menu in the top right and selecting Enter ...

Share a Pro Forma ChartOnce saved, a draft chart can be shared with any Atlas user. There are two places where a user can update chart sharing preferences, from within a saved chart or within the s...

In the left sidebar, select the Charts tab Note: Any chart that includes a draft entity or relationship will be labeled with a yellow Draft tag  2. Click the name of the Chart you’d like to open  3...

You’ll know you are in Draft Mode by the chart toolbar, which is specifically designed to help you simulate the addition of potential new structures or changes to existing ones. Draft Mode includes...

Atlas makes it easy to model future ownership structures without rebuilding charts from scratch. With Draft Mode, you can draft, iterate, and collaborate on pro forma structure charts, all while st...

Ontra's Salesforce integration uses the Ontra API to maintain synchronized data between the two systems. The Salesforce integration is available for all products.As of October 2025, the Salesforce ...

Ontra's Passthrough integration automatically syncs subscription documents and related fund and investor data to Insight for Funds and Atlas after a fund closing. The Passthrough and Ontra integrat...

DDQ is an AI-powered software solution designed to help fund managers answer, track, and submit investor requests with confidence and speed. To leverage the full power of Ontra's DDQ product, follo...