Private Credit Fundamentals
Private Credit Fundamentals
Robust, complex financials: Human-curated, AI-powered
Gain access to fundamental financial data on your private credit deals, including direct lending and private equity deals.
Evaluate private credits with ease
With key data points at your fingertips for your private credit investments, delve deeper into pro forma financials, hedging strategy data, segment performance breakdowns and all relevant company KPIs.
Optimize your workflow
Optimization brings efficiency with our seamless, integrated hub for FinDox deal document management, Liquid Credit Fundamentals and Private Credit Fundamentals. It’s the data platform that operates the way you do, via Excel add-in or pipe it directly into your own systems via REST API.
90%
of the top 50 CLO managers globally use Octus Fundamentals data
Enhance portfolio monitoring
The market moves fast, and so do we. Private Credit Fundamentals enables analysts to get up to speed on names faster and run better comps. Use the same methodology to evaluate credits across your firm’s broadly syndicated, private credit and private equity deals.
“Octus has high quality content and wide coverage. -Blackstone
Access data how you want it
Flexibility is key. Our reported financial data exactly matches company reporting, directly auditable back to company documents. Difficult-to-perform standardized financial data allows for comparability of metrics across issuers, industries and markets, enabling you to create dynamic Excel templates and comps sets with ease, as well as performing bottoms up sector, index and portfolio analysis.
Every feature and advantage
It’s as robust as it is rigorous. Data is available for all requested names, and includes tear sheets, detailed financial models with KPIs, segment details, EBITDA reconciliations, debt tables and more.