Octus credit intelligence and data, now inside Perplexity’s answer engine

Key Takeaways:

• Coverage general search can’t reach: Perplexity users can now surface Octus’ expert analysis, covenant data and private company financials. This intelligence sits behind Octus’ permissioned walls and isn’t indexed anywhere on the open web.
• Lightning fast and token-efficient: Octus’ extensive datasets spanning private company financials, capital structures, restructuring data, and more give agents access to structured data. Drawing on structured data results in fast and token-efficient retrieval, even across large queries. The Octus MCP Connector™ users will no longer need their LLM to run lengthy extraction for queries and financial modelling.
• Built on the Octus Trifecta: Nearly 300 financial analysts, legal analysts and expert journalists produce the intelligence Perplexity now draws on, grounding answers in expert insight when it matters most.

Octus is now available in Perplexity as a connector, bringing the data and intelligence behind the world’s leveraged credit markets into Perplexity’s answer engine and its agent platform, Computer. That means expert analysis, debt documents and structured data that power origination, underwriting, monitoring and restructuring, none of it indexed on the open web, now answering user’s questions alongside Perplexity’s built-in public markets tools.

The connection instantly upgrades agents into a team of credit analysts. The agents can monitor data rooms, digest financials and surface ideas across the credits followed and potential opportunities. With Octus supplying the entirety of leveraged finance companies, comps and precedents across restructurings, liability management exercises, plus expert analysis on the market’s most complex deals, agents can make connections at a scale no team could cover manually. This is true across full credit lifecycle spanning workflows in performing credit underwriting, distressed credit, private credit, and bankruptcy.

Octus clients are already using our MCP Connector to enhance in-house analysis. They are supported by Octus’ forward deployed analysts and bankers who maintain a portfolio of agents and skills that the users can run within Perplexity, or other large language model platforms, to automate and scale research workflows. In doing so, the users gain an edge through faster and better informed decision making, ensuring no stone is left unturned, which is especially important when leverage leaves limited room for error. 

AI is only as useful as the information it can reach. Bringing Octus’ proprietary credit intelligence into Perplexity gives financial professionals a direct path from complex credit questions to sourced answers and completed work, without leaving their workflow to hunt down and verify information elsewhere.

— Jeff Grimes, Head of Live Events Products, Perplexity