Case Study: Motive Partners streamlines entity management with Ontra Atlas

Motive Partners saves 2 hours per week on structure charts with Ontra

Motive Partners, a private equity firm, faced a significant challenge with its manual entity management processes, which relied on spreadsheets and slide decks. This approach consumed excessive bandwidth from its lean legal team. Seeking a modern solution, Principal and Chief Compliance Officer Lindsay Rutishauser spearheaded a search for a tool to automate workflows and create a central source of truth, leading them to vendor Ontra and its Atlas product.

By implementing Ontra's Atlas, an AI-powered platform, Motive Partners automated its entity management. The solution created a single source of truth for data and documentation and streamlined the creation of structure charts. This resulted in a measurable time savings of two hours per week on charts alone, boosted overall productivity, and mitigated the risk of errors and non-compliance for the legal team.

Motive Partners