Turning Your Data From a Daily Struggle to a Competitive Advantage

FinDox is the leading document, compliance and data management provider to Leveraged Finance and Private Market Investors.

Top investment managers trust FinDox to turn their data struggles into a competitive advantage that delivers unprecedented efficiency and reliability.

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Innovative Technology for Private Credit Investors

FinDox is a next-generation workflow management and data solution for financial professionals. Our platform represents a streamlined, smarter way to handle confidential document aggregation, restricted list automation and regulatory reporting for private credit markets in the US and Europe. We provide clean data, reporting and document controls in one centralized location.

20

Deals

3

Documents

100

Active Managers

100

Client Retention

Explore Our Solutions

CORE: Easy investment document access and tracking.

FinDox automatically tracks and aggregates third-party hosted investment documents in a cloud environment optimized for access, reliability, compliance, and management reporting.

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Fundamentals by Reorg: Accurate, timely and consistent access to LevFin issuer financial data.

FinDox creates standardized financial models—including Complete EBITDA bridge, Cap Table, and Leverage Stats — all auditable back to source documents on 2,000+ corporate borrowers in the leveraged finance markets in the US and Europe (beta testing with existing customers). Available in API or Excel add-in and online, for issuer- and portfolio-level analytics.

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ESMA Article 7 reporting.

FinDox provides ESMA and FCA regulatory reporting data on more than 2,000 corporate borrowers in support of EU Article 7 Securitisation Regulation Reporting and UK FCA Regulatory Reporting for all the major CLO managers in Europe and a large and growing number in the US.

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ESGx: Holistic platform, clean ESG data, and regulatory reporting.

The FinDox ESGx solution is quickly being adopted as the standard for global ESG KPIs for the leveraged finance and private assets markets.

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What Our Partners Have to Say

“

FinDox saves me so much time. I no longer have to chase down documents.

Corporate Actions Associate - US buyside firm
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I love working with FinDox. It is refreshing to interact with industry professionals who truly understand our problems and can solve them.

Head of Research - US buyside firm
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The more exposure I get to FinDox, the more impressed I am.

Portfolio Manager - EU buyside firm
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FinDox has helped our clients solve a critical reporting obligation. It helps the entire industry.

Lawyer - Global law firm

Experienced Professionals on a Mission

Leveraging our global team of 100+ professionals with experience in investment, technology and service, FinDox is on a mission to revolutionize investment managers’ access to critical data. Using modern technology, we can create previously impossible efficiencies, reliabilities, and controls. Privately held and venture backed, our clients include the majority of the Top 50 CLO managers, the leading alternative asset management firms of the world, newly-launched credit managers, hedge funds, distressed funds, banks and private credit managers. With diversity, equity, and inclusion standing as foundational tenets of our business, FinDox is looking to transform the investment space.

Who We Are

Reach Out to Learn More

Our team is on a mission to revolutionize investment management data. Join the growing number of investment managers who trust FinDox to uncover previously unheard of efficiencies, reliabilities, and controls. Get in touch today to see FinDox in action and connect with one of our experts.

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