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Ontra

Automates legal workflows for investment firms

General Manager - KYC

Business & StrategyPosted on Nov 13
Full-timeNew York, NY, USANo salary listed

About the Job

Requirements

  • 10+ years of experience spanning product or engineering, private equity portfolio operations, corporate development, startups, and/or venture building, with a track record of scaling a business from early stage to material annual recurring revenue.
  • Experience partnering with Product, Marketing, Finance, Engineering, and UX teams.
  • Proven skill in business case development and competitive analysis, weighing market opportunity against complexity to identify where Ontra has a right to win.

Responsibilities

  • Scale KYC into a fully scaled, profitable business.
  • Drive growth in logos and revenue alongside gains in speed, cost, and quality, with accountability for annual recurring revenue, margin, and innovation targets.
  • Craft a 2027 strategic business plan grounded in market and competitive analysis, and earn buy-in from the leadership team and broader organization.
  • Partner with Product, Engineering, UX, go-to-market, Marketing, Operations, and Finance to align on scope and roadmap and decide where to invest for scale.
  • Own hiring and labor-model decisions for the business, including engineering, product, and human-in-the-loop talent.
  • Communicate the vision to the board, the company, and future teammates, and prioritize the biggest bets by declining ideas that are not a strong fit.

Desired Qualifications

  • A General Manager/Product Manager hybrid operating model is preferred.
  • Full profit-and-loss or business unit ownership, board or investor presentation experience, and a background in AI-native services or legal technology are a plus.

About the Company

Ontra

Automates legal workflows for investment firms

Ontra provides AI-powered tools that automate legal workflows for investment firms, especially in private markets. It uses an AI-enabled operating system to handle routine contract work—from intake and negotiation to execution—while coordinating a global network of freelance legal professionals to perform human tasks when needed. It also offers contract obligation compliance services to ensure clients meet their legal obligations. Compared with others, Ontra combines domain-focused automation for private market funds with access to a scalable pool of freelance lawyers and tailored solutions aligned to each client’s investment strategy, giving legal teams more time for higher-value work. The company’s goal is to streamline the fund lifecycle’s legal processes, reduce manual effort, and maintain compliance, so investment firms can operate more efficiently and focus on strategic initiatives.

Company size
501-1,000
Company stage
Debt Financing
Total funding
$310M
Headquarters
San Francisco, CA
Founded
2014

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