Private Credit Fundamentals
Untangle private credit analysis with Octus fundamental data
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.
Private credit analysis, finally AI-ready
Data spread across emails, data rooms and spreadsheets is not useful. Octus provides standardized, AI-ready financials with pro forma data, hedging strategy, segment breakdowns and all relevant KPIs. Confidently provide LPs the transparency they’re looking for.
Analyst-grade data
Access financial data you can trust, from the largest analyst team in the industry. We handle the documents, data entry, standardization and data delivery; you focus on growing your portfolio.
Detailed financial models
Deep-dive data including KPIs, segment details, EBITDA reconciliations, pro forma financials, hedging strategy data, debt tables, off balance sheet liabilities and compliance certificate details.
Standardized financial data
AI-ready standardized data ready for comparing metrics across issuers, industries and markets so you can create comps sets with ease.
Reported financial data
Exactly match company reporting and audit back to company documents.
Seamless document integration
Access financial statements, deal documents, Liquid Credit Fundamentals and Private Credit Fundamentals in one location.
Flexible data delivery
Ingest your private credit fundamental data via the platform, Excel Add-in, Snowflake Share or REST API for AI-ready use.
Evaluate private credits with ease
Built for private credit monitoring
Octus analysts normalize inconsistent private credit reporting into a structured, AI-ready dataset so your team can monitor portfolios with confidence and stay ahead of risk.
“Octus has high quality content and wide coverage. -Blackstone
Institutional data, human-verified
AI scrapers can’t spread numbers. Off-shore providers lack context to challenge Pro Forma assumptions. Octus has the largest, best-trained analyst team in the industry, so your models are built on analyst-grade data.
Public and private credit in one place
Octus Liquid Credit Fundamentals is the market standard for the entire leveraged finance market. Private Credit Fundamentals is built to the same exacting standards, and your public and private financials live in one place, with no reconciliation required.
46/50
of the top CLO managers globally use Octus Liquid Credit Fundamentals data
Designed to make monitoring easier
Document sharing is a pain point and outsourced providers require hand-holding. FinDox™ permissioning keeps documents tied directly to financials and models current, with no manual tracking required.
Who we serve
Global professionals rely on Octus to deliver the proprietary data and actionable intelligence that informs and accelerates their most critical decisions.
Buy Side Firms
Fuel your research and due diligence to optimize portfolios and mitigate risk.
Advisory Firms
Identify opportunities and deliver high-value, data-driven recommendations.
Gain your data advantage
Access fundamental financial data on your private credit deals, including direct lending and private equity deals. Data available for all requested names.