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Deal Document Management
Streamline document access and maintain compliance with FinDox™
Gain complete control over every document, every user access and every deal you have ever been invited to.
Deal document management made smarter
Everything you need to make investment decisions. FinDox is your one-stop platform for private and public loan documents, in perpetuity, with real-time compliance reporting.
Perpetual deal document access
Store all syndicated loan data in perpetuity and avoid losing existing materials when the agents shut down deal sites. Quickly filter by public or private access, recency or by custom dates.
“I use the site every day … I can’t remember the last day that I didn’t log on to FinDox. – Analyst, global asset management firm
Airtight document compliance controls
Simplify your document compliance workflow and manage MNPI with airtight controls, tracking restrictions and comprehensive reporting, from broadly syndicated loans to leveraged debt documentation. All in a SOC-2 compliant environment.
95%
of the top 50 CLO managers are FinDox users.
Analyst efficiency at scale
Every analyst setup and issuer change adds up to wasted hours. FinDox automates these tasks with one-click features, freeing your team to focus on analysis that drives returns.
“Read Corey's story(Octus) allows us to focus on decision-making rather than spending unnecessary time on data collection or processing. – Corey Geis, Investcorp
Integrated credit intelligence
FinDox seamlessly integrates with a host of financial, covenant and regulatory reporting data in one permissioned location. Add CreditAI to query your full document library using natural language.
“[A] super easy interface, with added benefits of proprietary analysis. – Analyst, global alternative buy side firm
Build a bridge for your LLMs
Plug private deal documents directly into your proprietary systems with Octus Direct Data Services. Automate your data infrastructure to eliminate manual handling, ensure absolute compliance, and power your internal models with the verified data needed to drive confident decisions.
Trusted by professionals
From LevFin investors to CLO managers, thousands of industry professionals use FinDox to optimize their document, compliance and data management workflow.
9.3M
private company documents
25,000
issuers
53,000
deals
Findox FAQs
The historical average has been 2-3 months. This is highly dependent on firm size, investment strategy, scope, and bespoke workflow considerations. Stricter IT/compliance policies tend to add time to the onboarding.
Yes, we support a number of different authentication methods. Clients can choose to enable SSO, MFA, or a mix of both.
FinDox is technically compatible with any dataroom which allows downloading (including investor relations sites). In addition, we have automation for the major datarooms.
Similar to the datarooms, FinDox sends email alerts when new documents are added and when new deals are added. As a value add, our system also sends email alerts for cases in which the agent/issuer chooses not to send an email when posting new materials.
The CSM Product Specialist team works with compliance to set up custom go-private processes for each client. Private access is only given when investment professionals submit private request forms and said forms are approved by designated gatekeepers (usually compliance users).
We generally recommend setting up separate divisions in FinDox for each strategy (ie.BSL, Direct Lending, Distressed, Real Estate, etc.). With separate divisions, we are able to keep deals separated. We also offer the ability to share deals across divisions/teams if needed.
Additionally,users can be set up with access to more than 1 division – useful for compliance users. Note that if a client has multiple divisions, the deals are separate but the reporting does get aggregated meaning the private list and other reports will contain data for all divisions.
Findox in focus
White papers, case studies and expert perspectives on document management, compliance and deal intelligence.
Deals moving now
Breaking analysis on CLOs, structured finance and performing credit, plus the deal documents behind the trades.
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Who we serve
Global professionals rely on Octus to deliver the proprietary data and actionable intelligence that informs and accelerates their most critical decisions.
Work smarter, not harder
Streamline your documentation, data and compliance workflow with a comprehensive, centralized platform. Start today.