Overview

Direct lenders, BDC teams, and private credit managers oversee complex portfolios across loans, bonds, and private credit investments. Yet sourcing accurate benchmarks, monitoring valuations, and comparing performance remain difficult. Market data is fragmented, illiquid positions are opaque, and traditional vendor feeds often miss critical private credit exposures.

SOLVE changes that. With Workstation | Banking Data and Workstation | BDC Data, SOLVE delivers purpose-built tools for portfolio monitoring, benchmarking, and peer comparison. Teams also rely on SOLVE Quotes™ — which includes SOLVE Px™ predictive trade pricing and the SOLVE Relative Value Analysis solution — to bring transparency and comparables across bonds, loans, and structured products. Together, these solutions give direct lenders and BDCs a complete picture of portfolio value, peer positioning, and market activity.

SOLVE OVERVIEW FACT SHEET

SOLVE powers today’s fixed income markets with intelligence and clarity.

View SOLVE Overview Fact Sheet

Market Challenges

  • Illiquid Assets

    Sparse market activity and inconsistent reporting make fair valuation difficult.

  • Opaque Portfolios

    Loan-level data is fragmented, often stored across systems or spreadsheets.

  • Regulatory & Investor Pressure

    SEC and investor requirements add pressure for faster, more transparent reporting.

  • Fragmented Workflows

    Manual data collection and siloed sources slow pricing and portfolio oversight.

How SOLVE Helps

Direct Lenders and Business Development Corporations value SOLVE’s powered insights across bonds, loans, and structured products.

  • Track and Value Portfolios with Confidence

    Gain a real-time view of loan-level positions across your portfolio, including benchmark valuations, comps, and trends across the BDC landscape. Eliminate guesswork in valuation and reporting cycles.

  • Monitor Private Credit Market Movement

    Stay informed on shifts in direct lending and middle-market pricing through SOLVE’s aggregated data and analytics. Identify credit deterioration or relative value changes before they appear in official marks.

  • Streamline Portfolio Reporting

    Automate data delivery for portfolio valuation, performance tracking, and regulatory reporting. Spend less time compiling data and more time managing portfolio performance.

  • Benchmark Against the Market

    Compare your BDC portfolio to peers, issuers, and industries to uncover where your investments are outperforming or underperforming. Strengthen fund reporting and investor transparency.

  • Accelerate Decision-Making

    Empower investment and valuation teams with on-demand data to quickly validate marks, update valuations, and prepare board-ready insights backed by real market data.

  • Turning Market Complexity into Actionable Clarity

    SOLVE connects fragmented direct lending and BDC market data into a unified, transparent view. The result: faster insights, cleaner benchmarks, and stronger portfolio decisions.

Clarity in Numbers

162

BDCs tracked, representing $451B+ in fair value

~10,000

Portfolio companies covered

44,000+

BDC investments monitored

1M+

Messages parsed weekly, with 24M+ daily quotes structured across bonds, loans, and structured products

Use Cases

  • Portfolio Benchmarking (BDC Teams)

    Compare NAVs, holdings, and yields across peer BDCs to spot divergences and defend portfolio valuations.

  • Monitoring Private Credit (Direct Lenders & Private Credit Teams)

    Track portfolio company exposures and loan performance with SOLVE’s private credit datasets, helping lenders respond quickly to credit events.

  • Loan & Bond Pricing (Cross-Segment)

    SOLVE Quotes delivers transparency across bank loans and bonds, while SOLVE Px provides predictive trade pricing — supported by confidence scoring — for less-liquid positions.

  • Compliance & Investor Reporting (BDC Teams & Service Providers)

    Workstation | BDC Data reduces manual reporting by consolidating portfolio data, market inputs, and peer benchmarks into exportable reports.

  • Peer Comparison (Direct Lenders & BDC Teams)


    The SOLVE Relative Value Analysis solution allows teams to compare spreads and yields across similar credits and sectors.

  • Stress Testing & Scenario Analysis (Cross-Segment)

    Historical quote archives and Px outputs help teams test how portfolios might respond under different credit and liquidity conditions.

Relevant SOLVE Solutions

  • Workstation | Banking Data

    Monitor and analyze private credit exposures with a unified platform that aggregates loan-level data, benchmark comps, and historical performance trends. Track pricing, liquidity, and market activity to support underwriting and ongoing portfolio valuation.

  • Workstation | BDC Data

    Access peer benchmarking and portfolio transparency across 160+ BDCs. Evaluate relative positioning, track valuation trends, and analyze investment performance with consistent, comparable metrics.

  • SOLVE Quotes

    Gain pre-trade transparency from over 24M+ daily quotes across bonds, loans, and structured products to inform fair value and risk assessment.

    • Includes SOLVE Px — Predictive trade pricing with Confidence Scoring (1–10) for observable, defensible valuations.

    • Includes SOLVE Relative Value Analysis — Peer and sector comparisons to identify opportunities and measure performance.

Clarity Powered Through
Millions of Data Points

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Direct Lending & BDCs