Octaura Holdings announced it has raised $46.5 million in an oversubscribed round of funding from existing and new strategic financial investors. This funding round was backed by continued support from Octaura’s founding investors, including Bank of America, Citi, Goldman Sachs, J.P. Morgan, Morgan Stanley, Wells Fargo, and Moody’s. Octaura also welcomed six new investors: Barclays, Deutsche Bank, BNP Paribas, Apollo and Motive Partners, MassMutual Ventures, and OMERS Ventures.
How the funding will be used: The funding will be used to support the company’s rapid growth and ability to transform how the syndicated loan and CLO markets trade, such as strategic focus on increasing market share in the loan market, facilitating the upcoming launch of the CLO trading platform, and developing critical data and analytics to provide deeper insights for market participants while ushering in the future of these markets.
Momentum: This funding follows a period of rapid growth for Octaura’s syndicated loan platform, which has gained significant traction among major buy-side and dealer institutions over the past two years. Between April 2023 and April 2025, Octaura grew its dealer network from 3 to 25 and expanded its buy-side participation from 34 to 146 firms. In the first quarter of 2024, Octaura reached 1% of secondary loan trading volume, and just one year later, has captured 4.6% of total market volume, underscoring the platform’s broader impact on the loan market.
KEY QUOTES:
“We’re thrilled to receive continued backing from our founding institutions and to welcome a group of new strategic investors who believe in Octaura’s vision. This round of fundraising marks an exciting new chapter for Octaura and this new capital will allow us to accelerate our efforts to digitize the credit market through continued innovation.”
Brian Bejile, CEO of Octaura
“Being able to trade electronically has never been more integral to helping clients and dealers efficiently and effectively execute their syndicated loan and CLO trading strategies. As a founding member and original investor in Octaura, it has been rewarding to see the meaningful impact the platform is having in driving innovation in these markets.”
David Trepanier, Managing Director, Head of Global Credit Structured Products at Bank of America
“Citi has been a partner with Octaura from its founding and believes that it can become an integrated platform for investors to trade, research, and optimize portfolios of loans and securitized products.”
Mike Daniel, Global Head of Securitized Products and Credit Flow Trading at Citi
“We have seen firsthand the impact that the Octaura platform is having on the leveraged loan trading market and as such we are excited to be a part of it. As an investor, Barclays looks forward to delivering the benefits of our investment to our clients through improved innovation and user experience.”
Alex Stromberg, Managing Director, Co-Head of U.S. Credit Trading at Barclays
“Providing financial backing to Octaura presents an exciting opportunity to help support an organization aiming to drive much needed change through the syndicated loan and CLO space. We’re looking forward to being part of this journey.”
Sebastien Cottrell, Global Head of Securitized Products at Deutsche Bank
“At Apollo, we’re highly focused on modern market infrastructure and are pleased to invest in Octaura, a platform we think will drive efficiency in the syndicated loan and CLO markets.”
John Cortese, Apollo Partner and Head of Trading
