Mikahla Burg

Atlas User Management provides powerful features to control and manage how your teams access account data. These features empower you with precise control over information access and facilitate sea...

1. To create a limited partner profile, click on a fund, select the Details tab, click the Actions drop-down, then click Add Limited Partner.   2. Enter relevant details about the limited partner ...

1. Click on the fund that you would like to upload documents for and click into the Upload Documents tab 2. From here, you can either drag and drop a file or select Browse Files to select a documen...

Introduction to Digital Playbooks Prior to digital playbooks, playbooks (documents specifying positions to negotiate on behalf of a given customer) were saved in Word format. Ontra’s digital playbo...

Fund permissions enable you to customize who can access and see a particular fund, its relevant obligations, and tasks. Only Administrators, who have access to all funds, can modify the permission ...

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...

  Log into Insight using your username and password, which will bring you to the Funds page Select the Users tab to see the list of members in your organization To remove fund access for one or...

  Log into Insight using your username and password, which will bring you to the Funds Dashboard page Click on the number under the Obligations section to navigate to the Obligations Dashboard  Fr...

 Log into Insight using your username and password, which will bring you to the Funds pageSelect the Users tab to see the list of Admins, Members, and Assignees in your organizationTo download a su...

To access the CTA Filing section On the Entities page, click into the entity you’d like to view At the bottom of the left sidebar, click into CTA Filing tab On this page, you can view all informat...