Ontra

This Wednesday (May 20), I’ll be moderating a discussion with Christopher Vilhelmsen ( Holland Mountain ) and Derek Shanahan ( Juniper Square ) as part of Ontra's AI in Action Webinar Series. We will talk through where AI fits well in PE legal and compliance work, and the governance questions firms are facing when adopting new solutions. Come join the conversation. Register in the comments.

Twelve years ago, I started Ontra because I couldn't stand watching smart people waste time on work that should have been automated. Today we're launching our DDQ solution, and it's one of the most direct expressions of that original idea we've ever shipped. The problem is real. Fund managers fielding 15 to 30 DDQs per week, each LP with their own format and questions, IR teams buried in old questionnaires trying to stay consistent across funds and strategies. It's a process that's been duct-taped together for years. Our solution gives firms a single source of truth for investor diligence. AI takes the first pass on every incoming request, surfacing the most recent and relevant approved answers from the firm's own precedent library. Teams review, assign, collaborate, and export completed questionnaires in the original format. Every DDQ makes the answer bank smarter. The result is IR teams spending less time digging and more time on the conversations that actually close capital. Watch the demo and see how it works.