We are a team of finance professionals and software engineers with decades of hands-on experience in investment analysis & technology.

We bring together deep industry knowledge in private credit and expertise in software engineering and AI to provide rich, actionable data to our subscribers, saving them time and money.

Our mission is to empower our subscribers with accurate & timely data to streamline analytical workstreams & drive better investment decisions.

FAQ

What are CleanSheets?

Our quarterly investment CleanSheets provide you clean, accurate private credit data instantly, saving you hundreds of hours on investment analysis each year. We source data directly from the top private credit lenders, covering over $100B in assets across 1,500+ companies and 5,000+ individual investments. We package this data in a unified Excel format so all you need to do is download + start analyzing!

What are the key benefits of your service?

Save time (and money): Historically, investment analysts were forced to download filings individually by company and manually clean the data and standardize the format in Excel. Our data reports do all that work for you instantly, saving you valuable time & money so you can focus more on the analysis rather than pulling the data together. What used to take you months will now take hours!

Rich industry insights: closely monitor competitors, gain insight into industry trends and benchmarks to inform your investment and business strategies.

Deeper diligence: get granular, transparent data, better identifying investment weaknesses and opportunities. Track the portfolio better with the most up-to-date information on an individual investment basis.

Which industries do you serve?

We provide private credit market intelligence to professionals in leveraged finance, investment banking, corporate strategy, alternative asset management, sell-side and buy-side research & consulting.

How is the data provided to me?

This premier product takes unstructured data from BDC filings and cleans & structures the data in a consistent format across companies. We provide the clean, formatted data in an excel worksheet (sent via email after purchase), allowing analysts to leverage the data as they need and save hundreds of hours on research, data cleaning & formatting.

How often is new data available?

We provide quarterly reports with the most up-to-date investment data. We harness the power of AI to power our data modeling so it’s fast & accurate. Our quarterly investment CleanSheets are available to download within 3 business days of quarterly filings.

What is the scope of the data you cover?

We cover the top private credit lenders (Ares, Blackstone, Goldman Sachs, Blue Owl & more), covering over $100B+ in assets across 1500 companies (borrowers) and over 5,000 individual investments.