Mikahla Burg

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...

Find the best way to reach the Ontra Customer Care team below.AvailabilityCustomer Care is available Monday through Friday, 4am ET - 8pm ET. Submit a ticketFill out the ticket form or send an email...

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 ...