Take control of meeting your fund obligations

Fund managers and their Limited Partners are deeply invested in ensuring that obligations outlined in side letters, limited partnership agreements, and other complex fund documentation are reliably met. Agreeing to fund obligations is one thing; meeting them is another.

With Insight, you can proactively organize and manage your obligations across all your funds.

Save time

Organize all obligations in a single dashboard. Make future fundraising and negotiations quicker and easier by leveraging precedent language and analyzing trends across funds and Limited Partners.

Strengthen investor trust

Proactively manage fund obligations, access specific agreement language and requirements, and respond to investor requests in real time.

Drive organizational accountability

Assign tasks to others in your organization with built-in workflow tools. Analyze the status of actions across your firm in real time.

Reliably audit compliance

Monitor and audit every obligation through digital records of who in your organization did what and when. Export records as custom reports, providing auditors the exact information they’ve requested.

Organize and actively manage obligations across all funds

Insight removes the complexity of compliance across obligations and provides the ability to align around quick and easy analysis of obligation data.

Organize fund obligations

Capture and organize fund obligations across all your funds.

  • Get full visibility into all your obligations in a single dashboard.
  • Tag specific obligation language, turning it into actionable, structured data.
  • Assign obligations and specific tasks to others within your organization.

Manage fund obligations

Easily manage, track, and meet your growing number of obligations.

  • Track obligation ownership across your firm and hold owners accountable.
  • Reference agreements directly in Insight instead of engaging outside counsel with one-off questions.
  • Quickly find the data you need to respond to LP requests.

Strengthen compliance

Understand who in your organization did what and when.

  • Provide a comprehensive audit trail for legal and regulatory compliance.
  • Verify who did what and when with digital records of every obligation.
  • Create custom reports and deliver the exact information auditors request.

Learn more with our on-demand demo.

Getting started is easy

Upload your fund documentation

Gain full visibility into all of your firm’s obligations.

Tag and organize your obligations

Create document references to highlight and summarize specific obligations.

Track and manage your obligations

Capture, execute, and audit your obligations across all your funds.

Documents serviced:
Limited Partnership Agreements
Side Letters
Separately Managed Accounts
MFN documentation
Subscription Agreements

Leading firms rely on Insight to strengthen investor trust, reduce risk, save time and money, and drive accountability across their organizations.

See Insight in action.

Find out how Insight can help you organize and actively manage obligations across all your funds.