Credit Data & Intelligence Solutions
Who we serve
Octus delivers the credit market data and intelligence behind the market’s most critical decisions.
Products & Solution Components
What we offer
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 ~3,300 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