Ontra

When the growing volume of NDAs began to consume the Bain Capital Credit legal team’s entire workday, VP & Associate General Counsel Adriana Rojas Garzón knew something had to change. Instead of hiring outside counsel, she turned to Ontra’s Contract Automation, which now handles 73% of the firm’s NDAs — nearly 1,300 a year. With Ontra’s AI-powered solution and global Legal Network, Bain Capital Credit: ✅ Reduced turnaround time to under 24 hours ✅ Saved 220+ hours each month ✅ Freed up valuable time for higher-value legal work What started as an overwhelming workload turned into an opportunity to scale efficiently. 📖 Read the full case study to see how Bain Capital Credit did it. https://lnkd.in/gG4SccxF

When it comes to protecting your data, there’s no room for compromise. At Ontra, security is built into every layer of our solutions. Your information is scanned and validated on arrival, our infrastructure is continuously monitored for threats, and every new feature undergoes the same rigorous review. We go even further — holding ourselves to industry-leading standards like SOC 2 Type 2 and ISO 27001:2022, and negotiating zero-data retention policies with third-party LLM providers. Security isn’t just a requirement, it’s a responsibility to every customer who trusts us with their data.

We’re proud to announce Ontra has earned the Great Place to Work® Certification™ for the second time! 🎉 At Ontra, we live by our value of Always Improving. This recognition is a direct result of that commitment. Based entirely on the candid feedback of our team, this is especially meaningful to us, powerfully reflecting the purpose-driven culture we’ve built together. Thank you to our employees for your continued dedication and for making our workplace one we can all be proud of.

So far, 2025 has brought digital transformation hurdles, regulatory shifts, and operational pressures for private fund managers. But it isn’t all doom and gloom. Firms that leverage purpose-built AI, like Ontra’s suite of solutions, are able to reduce repetitive work, improve compliance processes, and better meet investor expectations — all while focusing on their strategic priorities. As we look ahead to 2026, the lesson is clear: technology isn’t optional, it’s essential.

Changes to BOI reporting under the CTA have been an adventure… While U.S.-registered funds are largely exempt, foreign-registered entities still face filing obligations — and unanswered questions remain. Ontra’s recent blog post clarifies the current landscape and shows how AI-powered solutions like Atlas can organize entity data, simplify compliance processes, and automate filings when needed. Check it out at the link in the comments. 

The long-term growth outlook for private market assets is strong, but the short term is proving complex. New entity creation dropped 48% from its Q4 2024 high to Q2 2025. This decline affected almost all global jurisdictions. However, a few key hubs defied the trend: ▶︎ Cayman Islands saw a 37% increase in new entities from Q4 to Q2. ▶︎ Luxembourg recorded an even larger surge, rising 181% in new entity creation over the same period. Ontra’s proprietary data from our Atlas solution highlights where private capital formation remains robust despite global uncertainty. We’re now seeing an improvement in the most recent quarter, signaling a potential shift. We'll keep monitoring these trends closely as private markets navigate evolving economic conditions. Download the guide to learn more. Link in the comments ➡️

Ever spent hours digging through side letters to respond to an SEC exam request? Jonathan Romick at Linden Capital Partners did — until he had Insight for Funds. One SEC exam. Hundreds of agreements. A task that used to take 3 hours?  ✅Done in 40 minutes now. Insight has become Linden’s go-to hub for side letter compliance — digital, organized, searchable, stress-free. More on Linden Capital Partner’s story at the link in comments. If your legal team could reclaim 77% of their time, what would they tackle first?

Side letters, LPAs, and credit agreements create dozens of commitments that you need to track and act on every day. Keeping up is complex. The real challenge isn’t just volume — it’s visibility. Without a clear way to organize agreements, important deadlines, obligations, and covenants can sneak up on you. Ontra’s AI-powered solutions turn dense legal documents into structured, searchable data, giving you clarity and context. With the right tools, your firm can focus on strategy instead of spreadsheets, staying ahead of deadlines. Learn more at the link in the comments.

Manual processes and generic tech hold private markets firms back by delaying deal execution, complicating compliance, and limiting growth. The firms pulling ahead are those adopting AI designed to address these critical issues. Andy Archer, CTO at CVC Credit, shared insights on why alignment with the business is key to successful AI adoption. When technology fits naturally into existing workflows, teams can adopt it and see the value quickly. Purpose-built AI — from digitized fund documents to spreadsheet-free compliance — is helping private markets teams move faster and work smarter. 👉 Watch the full webinar to learn how leading firms are transforming operations with AI: https://lnkd.in/gtbEPXy3