Icertis
North America · Europe
Icertis provides an AI-powered contract intelligence platform that helps asset managers automate agreement management, monitor investor obligations and identify contractual risks across funds and counterparties. Its technology combines AI agents, document analysis and continuous obligation monitoring to streamline legal, compliance and operational workflows.
Core product
The Icertis Contract Management platform combines contract lifecycle management with Vera AI agents, conversational search, automated drafting, redlining and contract analytics. Its asset management solution analyzes fund agreements, side letters and counterparty contracts to identify obligations, regulatory exposure and financial entitlements.
Use cases
Asset managers use Icertis to review investment agreements, extract side-letter provisions, track investor-specific obligations and monitor contractual compliance across funds. Its AI capabilities also support contract negotiation, counterparty onboarding, fee validation, regulatory reporting and identification of risks across large agreement portfolios.
Functional categories (vendor-stated)
Integrations
Workflow stages
Security compliance (vendor-stated)
Portfolio focus
Investment Funds, Alternative Investment Funds
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