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Octus Launches CreditAI Vault, Elevating Buy Side Intel Across Permissioned Data Rooms

Empowering instant insight discovery with secure, AI-driven credit intelligence

NEW YORK (April 01, 2025) – Octus, a global leader in credit intelligence and data, is proud to announce the launch of CreditAI Vault by Octus™, a groundbreaking AI-powered research tool designed to revolutionize how buy-side professionals access and analyze critical private credit data. Built on Octus’ SOC2-certified environment, CreditAI Vault delivers fast, precise and secure intelligence that simplifies workflows and empowers data-driven decision-making.

“With CreditAI Vault, Octus is first to give buy-side professionals the ability to turn complex private credit data into actionable insights, across all of their data rooms, irrespective of the provider,” says Kent Collier, Founder and CEO of Octus. “This is not just about saving time; it’s about ensuring accuracy, security and trust while delivering the information professionals need to act confidently in a fast-moving market. We built CreditAI Vault for the way financial professionals work today.”

Key Benefits of CreditAI Vault

  • Natural language queries eliminate cumbersome keyword searches. Simply ask questions in your own words and receive precise answers drawn from both proprietary FinDox™ deal documents and public and proprietary data sources.
  • The comprehensive scope of CreditAI Vault’s capabilities allows users to search seamlessly across data rooms, within context of the user’s permissioned access, such as credit agreements and compliance certificates, alongside Octus’ rich repository of public intel and market data.
  • Enterprise-grade security is the foundation of CreditAI Vault, ensuring strict adherence to advanced data governance standards and permission-based access to sensitive information.
  • From portfolio analysis to regulatory compliance, CreditAI Vault supports smarter, faster market decisions by connecting the dots across disparate datasets.

“CreditAI Vault is revolutionary in our industry,” says Sree Mallikarjun, Ph.D., Chief Scientist at Octus. “We’re harnessing generative AI and proprietary technologies to erase barriers and unlock the hidden insights within private credit data. By transforming complex documents into actionable intelligence, users can ask questions in their own words and receive precise, validated answers instantly.”

Transforming credit intelligence and decision-making, CreditAI Vault introduces unparalleled capabilities for buy-side professionals, including:

  • Portfolio analysis to reduce research time by querying complex documents in seconds.
  • Investment decision support to gain insights into structured debt, portfolio trends and comparables for data-backed decision-making.
  • Legal and compliance management to extract and analyze key details from credit agreements and regulatory filings with ease.

“CreditAI Vault was built in collaboration with our clients to address their most pressing challenges,” said Vishal Saxena, Chief Technology Officer at Octus. “It’s not just a tool; it’s an indispensable workflow partner for credit-market professionals to make smarter, faster decisions, with the confidence that comes from accurate and verifiable data.”

Experience the Difference

Join the growing community of buy-side professionals already leveraging CreditAI Vault’s unique capabilities. From helping CLO funds manage compliance to enabling credit analysts to zero-in on actionable portfolio trends, CreditAI Vault is setting a new standard in credit intelligence.

To learn more about CreditAI Vault by Octus™, schedule a demo.

About Octus

Founded in 2013, Octus, formerly Reorg, is the essential credit intelligence and data provider for the world’s leading buy side firms, investment banks, law firms and advisory firms. By surrounding unparalleled human expertise with proven technology, data and AI tools, Octus unlocks powerful truths that fuel decisive action across financial markets. Visit octus.com to learn how we deliver rigorously verified intelligence at speed and create a complete picture for professionals across the entire credit lifecycle. Follow Octus on LinkedIn and X.

Media Contacts 

Drake Manning 

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Mike Deleo 

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