PBI Private Credit Solutions

As the private credit industry continues to grow in popularity, funds and managers are faced with numerous challenges surrounding data, due diligence, risk, regulatory & technological changes, & the overall fund ecosystem. 

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

Private Credit Solutions

real feedback, real results

PBI Axiom transformed how we manage our trading and portfolio processes—bringing everything into one controlled environment with real-time visibility.

CIO

Hedge Fund

“PBI Insights has fundamentally changed how our team interacts with data—giving us instant access to information without relying on manual reporting.”

Head of Data

Head of Data

Asset Manager

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.

Chief Operating Officer

Chief Operating Officer

PBI Client