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Unlock Critical Insights

Your edge in the market starts here

When intelligence and data integrate seamlessly, and insights are delivered with speed and rigor, expertise turns into impact.

What will you build with the right tools?

Explore a wide range of solution components tailored to your needs — tools to analyze, decide and act with confidence in today’s accelerated market. Octus delivers insights to help you move ahead and stay ahead.

Covenants Analysis

Empower your decisions with in-depth analysis on US/EU bonds and loans.


  • Leverage deep data access to deal documents and reports
  • Inform critical decisions with timely market insights
  • Manage risks with detailed legal and financial analysis

Credit Intelligence

Insights across the entire sub-investment grade universe


  • Real-time credit lifecycle coverage
  • Expert-backed legal and financial analysis
  • Daily updates on 6,600+ companies globally

First Day Intelligence

Get notification and analysis when new Chapter 11 cases over $10M are filed.


  • Receive near real-time alerts on new bankruptcy filings
  • Get comprehensive case summaries and documents Access proprietary data set and analyst support

Middle Market Intelligence

Actionable intelligence on middle-market trends and transactions.


  • Insights on companies with up to $500M/€250M in funded debt
  • Real-time data and in-depth credit analysis
  • Proprietary tear sheets and capital structure analysis

Municipals Intelligence

Insights on high-yield municipal issuers and credit trends.


  • Get updates on breaking news in municipals reporting
  • Stay informed key industry trends and regulatory changes
  • Access key source documents and our experts

Private Company Analysis

Get in-depth research into private companies across the credit lifecycle.


  • Tap into comprehensive coverage of an opaque market
  • Access a robust team of analysts with decades of experience
  • Obtain insights on over 250 key secondary names

Private Credit and Deal Origination Insights

Stay ahead with proprietary private credit and deal origination intelligence.


  • Proactively source new origination or advisory opportunities
  • Benchmark with data on thousands of instruments and portfolios
  • Stay competitive with timely and actionable market updates

Structured Finance Insights

Gain clarity on CLOs and manager performance with comprehensive CLO market news, data and portfolio analytics.


  • Develop unique insights with proprietary CLO intel
  • Track sub-investment grade fundamental performance
  • Access precise benchmarking for CLOs and portfolio distributions

Activity-Based Screening

Meet investor mandates with instant CLO indenture compliance.


  • Safeguard your fund against indenture breaches
  • Shift the operational burden from your internal teams to our automated platform
  • Base your investment decisions on a foundation of ~145 data points

Credit Cloud

Generate insights with our restructuring and leveraged finance data.


  • Access data sets and proprietary information
  • Create your own comp sets to spot trends
  • Identify companies with bankruptcy potential

Credit Cloud – Pipeline

Identify and qualify more opportunities to increase your pipeline.


  • Screen for catalysts with templated reports
  • Identify and map connections between deal parties
  • Pitch more successfully

ESMA Article 7 Reporting

Simplify regulatory reporting with access to syndicated loan issuer documents.


  • Get harmonised obligor data
  • Tap into numbers reported across CLO managers
  • Report confidently with a full audit trail for data points

Fundamentals Data

Get critical financial data on ~3,000 issuers for informed investment decisions.


  • Analyze 1,000+ leveraged finance deals
  • Access over 10 years of historical financial data
  • Compare companies by multiple financial metrics

Private Credit Fundamentals

Obtain in-depth financial data on your private credit names


  • Evaluate private credits with ease
  • Optimise your workflow with seamless integrations
  • Enhance portfolio monitoring and run better comps

Octus Sustainability 360

Simplify sustainability reporting on private debt with 20+ global frameworks.


  • Get access to public and private company ESG KPI reporting
  • Advise clients on data availability and ESG best practices
  • Leverage comparative analytics and on-demand reports

CreditAI by Octus®

Start knowing. Stop searching. AI the Octus way.


  • Gain research-grade insights across all your permissioned data
  • Analyze complex structured and unstructured data
  • Dig deeper into answers with access to source information

Deal Term Analytics

Enhance deal execution with instant benchmarking, clause comparison, and expert-backed insights.


  • Benchmark deals and clauses in real time
  • Leverage legal expertise paired with rich data
  • Streamline workflows for faster, smarter decisions

Direct Data Services

Access Octus content and data within your internal systems


  • Ingest data directly via API or Snowflake Share
  • Power your dashboards and models with real-time insights
  • Easily classify, summarize and analyze the intel that matters most

FinDox™

Compliant and secure deal document management with FinDox™.


  • Enhance productivity with proprietary analyst tools
  • Gain centralized, perpetual data access to syndicated loans
  • Facilitate compliance workflow with extensive reporting

Octus MCP Connector™

Move beyond the browser. Query the full Octus credit universe in plain language, right inside your AI agents.


  • Ask Claude, ChatGPT or your LLM and get answers grounded in Octus intelligence, data and deal documents
  • Query permissioned content in real time using natural language
  • Bypass complex integrations with a secure data bridge inside your environment

Where insight and intelligence meet integrity

We employ the most extensive network of passionate, former practitioners. And our trifecta of financial analysts, legal analysts and journalists deliver expertise that matters.

Access anytime, anywhere

Stay connected through our online platform, API feed or mobile app. Consult with analysts directly or attend events and webinars. Get the insights you need, whenever, wherever and however you need them.

Your success is our success

From tailored onboarding and training to 24/7 support, we’re completely committed to your goals. Personalized tools, expert guidance and continuous access to our resources will help get you there.

Nothing less than excellence

We continuously invest in our reporting, proprietary data and AI-driven technology to ensure you have access to cutting-edge tools and insights, empowering informed decisions made with confidence.

Contact us

How much more could you achieve with powerful insights tailored to your needs? Make critical decisions based on the full picture. Connect with Octus today.