Ontra

Private fund advisers anticipate a renewed focus from the SEC on foundational compliance issues in 2026. Getting core compliance processes right has never mattered more. The focus is shifting toward how advisers implement and enforce policies around core areas like valuation, trading, and fee-related conflicts. For firms that have changed business models or entered new asset classes, the stakes are even higher. It’s no longer enough to have a policy on paper. You must demonstrate active enforcement and conduct well-documented annual reviews to stay ahead of examinations. Is your firm prepared for this shifting landscape? Strengthen your compliance efforts by focusing on the most critical risks of the year. Download our full guide to explore the top 10 risk categories for private equity in 2026. Get the full guide here: https://lnkd.in/g5Fc46it

If your AI rollout feels stuck between "promising" and "producing," this conversation is for you. The technology works, and the business case is clear, but usage often stays flat. That’s because the hardest part of AI adoption in the private markets isn't the tech. It’s change management. We brought together Oliver Howley (Proskauer Rose LLP), Robert Mahari (Stanford University Law), and Guilherme (Gui) Smolarek de Barros (Ontra) to discuss moving AI from early tests to firm-wide adoption. They dig into what actually holds teams back and how to secure internal buy-in. Stop letting cultural friction limit your technological advantage. Watch the full discussion on-demand: https://lnkd.in/gzCW7Q_h

Stop managing fund obligations with manual spreadsheets and siloed data. Ontra Insight uses industry-leading AI to turn complex fund documents into structured, actionable intelligence. Automate MFN elections, proactively manage side letter compliance, and instantly surface contract language with AI search. By digitizing your investor commitments, you can reduce counsel spend and confidently demonstrate compliance to regulators. It is time to move beyond static documents and drive real operational efficiency. Watch the full demo to see how Insight transforms fund management: https://lnkd.in/gcyncCkX

Here's the hard truth: generic AI vendors treat PE as another use case to check off a list. It’s not. The complexity of private markets deals, the stakes involved, the workflows that have to hold up under pressure... horizontal tools just aren't built for that. Firms that win with AI aren't the ones who found the flashiest tool. They're the ones who found the right one. Ontra has spent years embedded in the workflows of over 1,000 PE firms. That's where purpose-built actually comes from, not a feature list, but a deep understanding of the problem. We shared this a little while back and it's still one of the most important conversations happening in private markets right now: https://lnkd.in/gXK5xu_4

Inbound KYC requests don't feel like a big deal. Until they are. A 60-question counterparty questionnaire lands in your inbox. The deadline got moved up. Someone needs a structure chart that may or may not be current. And your legal ops team is already juggling three other things. This is the part nobody talks about when they talk about deal velocity. We published a breakdown of what end-to-end inbound KYC actually looks like when it works: intake discipline, playbook-driven responses, real quality control, and someone who owns the request all the way through clearance. Not a document repository. Not "we'll escalate if it gets complicated." Actual ownership. If your team is losing hours to coordination and document chasing instead of higher-value work, this one's worth a read. Check it out here - https://lnkd.in/g-8jvXW7

AI moves fast. But in private markets, accuracy matters just as much as speed. That's why Ontra pairs AI-powered abstraction with a dedicated implementation team that reviews the outputs before they reach you, so your data is set up to work from day one. As Allison Gormley, Implementation Specialist, says: "Ontra's human-in-the-loop implementation process delivers peace of mind by ensuring a dedicated team reviews and safeguards your data." Get a look at how we do it here - https://lnkd.in/gtrRBMBZ

This Q1, Ontra hosted private markets leaders across four cities for an evening series built around one idea: the best conversations happen around a table, not on a stage. Eleven Madison Park and Per Se in New York. A 17th-century wine cellar at Michael Caines inside The Stafford in London. Christopher's at the historic Wrigley Mansion in Phoenix. To everyone who joined us this quarter: thank you. These events exceed expectations because of the quality of the people in the room.

Be honest: how many versions of that structure chart are floating around right now? Not being aligned on proposed entity structures has a cost. Atlas' new pro forma structure charts give teams one place to draft future-state structures, share them for feedback, and publish changes. No more hours lost tracking down the latest chart versions as deals evolve. No more email threads to track approvals. No more version chaos. Now, everyone's working from the same picture. See it in action → https://lnkd.in/gNjVQM5C

Bain & Company senior partner and chairman Hugh MacArthur has a question for every GP out there: "Where can I find technology that actually makes me more efficient, actually makes me better, at lower cost?" Simple question. Not a simple answer. Costs for GPs are rising and Hugh is clear: that is not going to change. So the firms that figure out how to use AI and technology to offset that pressure are the ones building a real advantage right now. In this on-demand webinar, Hugh and Ontra CEO Troy Pospisil get into exactly that, plus what Ontra's Market Index Report tells us about deal activity in the months ahead. Watch on demand: https://lnkd.in/gz5W5jR9

Private equity has benchmarks for everything. But a true leading indicator? That's new. We built the Ontra Market Index to track deal intent before LOIs, before due diligence, before anything closes. Every transaction starts with an NDA, and that makes NDA volume one of the earliest signals in the market. When deal activity dropped after the Liberation Day tariff announcement, we saw it within days. Closed deal data didn't confirm it until June. The recovery showed up in NDAs first, too. Our latest data points to Q1 2026 deal volume landing only 5% below Q1 2025 levels. That signal exists right now. Closed deal data won't catch up until June. We recently sat down with Hugh MacArthur of Bain & Company to dig into what this means for the market and how firms can use early signals to get ahead. If you missed the webinar, the full report is now live. What would you do with 90 days of advance signal? Download the Ontra Market Index: https://lnkd.in/gtqgP7WY