Private Credit
Portfolio BI’s Private Credit data solutions can be tailored to how you run your business and give your firm the edge needed to thrive in an ultra-competitive market. Scale your business in a sustainable way as the Private Credit industry grows.
PBI Private Credit Solutions
PBI offers private credit data solutions that allow firms to connect their data, portfolios, and processes to make fact-based investment decisions.
Benefit from increased transparency, streamlined operations, reduced operational risk, and faster internal and external reporting, with PBI Axiom.
PBI Axiom also offers an allocation and compliance engine, post-trade settlement, portfolio optimization and rebalancing with order & trade enrichment, out-of-the-box integrations with standard financial providers, and much more.
Portfolio BI is a specialist in private credit data solutions, with over 60% of our current clients operating as private debt funds.
One integrated platform
real feedback, real results
“PBI Insights has fundamentally changed how our team interacts with data—giving us instant access to information without relying on manual reporting.”
Philosophically, we look to establish long-term partnerships with any third-party we choose to work with. PBI was no different and we quickly found the expertise of their people and understanding of our business to be a fantastic match. They worked side-by-side with us to implement a data solution that lays a foundation for our future.
“XtractIQ has transformed how we process deal documentation—reducing manual effort while improving the accuracy and consistency of our data.”
