Octus
About Octus
Octus is a Financial Services company founded in 2013, and was acquired by LSEG in October 2026. Octus has raised $1.25 million across 3 funding rounds from investors including LSEG, Permira and Warburg Pincus. Octus has completed 2 acquisitions, including LevPro and SkyRoad. Its website octus.com draws about 98 thousand monthly visits. Octus offers products and services including CLO Manager Solution, Credit Trading Solution, Restructuring Solution, and Global Law Firm Solution. Its focus areas include Services for Investment Industry.
Company details
Provider of credit intelligence and data for financial firms. It offers proprietary data and actionable intelligence to accelerate critical decisions. Services include customized alerts, real-time news, and analytical tools supporting research, due diligence, portfolio optimization, and risk mitigation. Solutions are tailored for buy-side firms, investment banks, law firms, and advisory firms, providing insights into market trends, deal analysis, client information, and opportunities. The platform integrates complex data from various sources into a streamlined interface, enabling efficient workflows and informed decision-making.
Products & Services of Octus
Octus offers a comprehensive portfolio of products and services, including CLO Manager Solution, Credit Trading Solution, Restructuring Solution, and Global Law Firm Solution.
Platform for CLO research, optimization, and risk mitigation.
Tools for market trends and deal analysis in credit trading.
Solution for identifying opportunities in debt advisory.
Platform for client information and precedential analysis.
Funding Insights of Octus
Octus has successfully raised a total of $1.25M across 3 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $1.25M
- Total Rounds 3
- First Round $1.25M
(Apr 2013)
- Investors Count 3
All 3 funding rounds of Octus with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2018 | Series A | – | – | ||
| Jun 2016 | Series A | – | – | ||
| Apr 2013 | $1.25M | Seed | – | – |
5 investors in total: 5 institutional.
Investors in Octus
Octus has secured backing from 5 investors, including venture fund and institutional investors. Prominent investors backing the company include LSEG, Permira and Warburg Pincus.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity firm | sgep.com | Bala Cynwyd, United States | ||
Investments in FinTech startups are managed by the firm. | fintech.io | |||
Multi-stage private equity investments are pursued across diverse sectors. | 1966 | warburgpincus.com | New York, United States | |
Investments are made in technology, consumer, healthcare, and service sectors. | 1985 | permira.com | London, United Kingdom | |
Financial stock exchange, data, and risk management services are provided. | 2007 | lseg.com | London, United Kingdom |
Investor details for Octus
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Octus
25 people are tracked at Octus (17 in leadership, 8 in team).
| Name | Role | Group |
|---|---|---|
Cecilia Gioia | Head Of Account Management Europe | Leadership |
Walter Montes | Director Of Engineering | Leadership |
Paul Ireland | Senior Director - Product Management | Leadership |
Justina Z. | Director Of Compliance (emea & Apac) | Leadership |
Mario Oliviero | Global Head Of Editorial | Leadership |
Steve Vigliotti | Chief Financial Officer | Leadership |
Jeff Winter | Chief Marketing Officer | Leadership |
Lynda Logan | Chief Revenue Officer | Leadership |
Kent Collier | CEO | Leadership |
Sarah Gefter | Global Head Of Product Strategy | Leadership |
John Erban | Chief People Officer | Leadership |
Sreekanth Mallikarjun | Chief Scientist & Head Of AI Innovation | Leadership |
Vishal Saxena | Chief Technology Officer | Leadership |
Bharat Navani | Director, Private Investment Operations | Leadership |
Tejs Broberg | Global Head Of Data | Leadership |
Stephen Parker | Director, Data Technology | Leadership |
Iain Duke-Richardet | Head Of Compliance | Leadership |
Charlotte Kilbride | Account Manager | Team |
Evan Augello | Accounting Manager | Team |
Arsalan Khan | Fundamentals Analyst | Team |
5 more people are available in the full profile.
Complete people profiles for Octus
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Octus
Octus has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include LevPro and SkyRoad.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
AI-based research management solutions are provided for investors. | levpro.ai | Los Angeles, United States | 2020 | Jun 2026 | •••• | |
Cloud-based trading applications are offered for financial services markets. | skyroad.com | Downers Grove, United States | 2005 | Jun 2025 | •••• |
Complete acquisition details for Octus
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Octus
8 dated milestones of Octus across 13 years, from founding to its latest funding, stage changes and deals.
Web traffic of Octus
The website of Octus (octus.com) receives about 98.4K visits a month and ranks #438,101 among all websites worldwide, #4,466 in Investing.
- Monthly visits98.4K
▲ 38.4% vs previous month
- Unique visitors22.4K
per month
- Global rank#438,101
among all websites
- Category rank#4,466
Finance · Investing
- Bounce rate47%
- Pages per visit3.2
- Average visit1 min 30 sec
- DevicesDesktop 68% · Mobile 32%
Websites whose visitors overlap most with Octus. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| bamsec.com | 100% | 528K | #90,589 | View details | |
capitaliq.com | capitaliq.com | 81% | – | ||
dataroma.com | dataroma.com | 79% | #52,886 | – | |
| 9fin.com | 79% | 85.8K | #414,632 | View details | |
| finviz.com | 78% | #2,210 | View details | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 21 similar websites and full traffic analytics for Octus
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 21 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
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Related news about Octus
Complete news archive for Octus
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Frequently Asked Questions about Octus
Octus was founded in 2013.
Octus is a funded company, having raised a total of $1.25M across 3 funding rounds to date. The company's 1st funding round was a Seed of $1.25M, raised on Apr 2013.
Annual revenue of Octus is $135.12K as on Oct 31, 2022.
Provider of credit intelligence and data for financial firms. It offers proprietary data and actionable intelligence to accelerate critical decisions. Services include customized alerts, real-time news, and analytical tools supporting research, due diligence, portfolio optimization, and risk mitigation. Solutions are tailored for buy-side firms, investment banks, law firms, and advisory firms, providing insights into market trends, deal analysis, client information, and opportunities. The platform integrates complex data from various sources into a streamlined interface, enabling efficient workflows and informed decision-making.
Octus offers CLO Manager Solution, Credit Trading Solution, Restructuring Solution, and Global Law Firm Solution.
Octus has 5 investors. Key investors include LSEG, Permira, Warburg Pincus, Susquehanna Growth Equity, and FinTech Collective.
Yes. Octus was acquired by Permira in July 2022.