Sabrina Dorman

Ontra's MCP can be setup in your preferred AI tool — Claude or ChatGPT - to allow you to query Atlas entity data directly within your AI conversations without switching between tools.  Ask question...

Connect Atlas entity data to your preferred AI tool — Claude or ChatGPT — using the Atlas Model Context Protocol (MCP). Once configured, you can query Atlas entity data directly within your AI conv...

Ontra’s Insight Unified permissions model gives Insight administrators the ability to apply fund-level access controls, group-based management, and built-in user audit reporting. Continue reading t...

With Ontra’s Box integration, you can import a file from Box to Ontra’s Document Repository (available for all products) without leaving the app, centralizing the files you care most about.  Before...

With Ontra’s SharePoint integration, you can import a file from SharePoint to Ontra’s Document Repository (available for all products) without leaving the app, centralizing the files you care most ...

With Insight for Credit, you can leverage AI to easily understand and compare your credit agreements, track upcoming deliverables, and proactively deliver on commitments to lenders all in one place...

Manage every investor request from first ask to final submission using a single coordinated workflow. Assign OwnersFor questions that require a subject matter expert to weigh in: On the suggested r...

With the power of Ontra, you can transform inbound DDQ requests into a digitized list of questions for your team to address and let AI take the first pass on responses for your team to review and a...

Transform precedent material into a digitized answer bank that serves as a single source of truth for investor diligence. Your Precedent Library begins being built out during your initial implement...

To get started using Ontra’s Contract Automation, we highly recommend scheduling a demo of the app.  ℹ️ To schedule a demo, reach out to your Customer Success Manager or Customer Care at customer...