Octus, a credit intelligence platform serving financial, legal, and advisory firms, announced it has signed a definitive agreement to acquire LevPro. Upon closing, LevPro will join Octus’ existing Sky Road platform to create a vertically integrated, AI-powered portfolio management and trading solution for collateralized loan obligation (CLO) and private credit managers.
The acquisition advances a strategy Octus has pursued since its acquisition of Sky Road in June 2025. The company aims to create a unified platform that connects market intelligence, investment analytics, trade workflows, portfolio management, and monitoring capabilities within a single ecosystem, reducing the need for firms to rely on multiple software vendors.
Octus said the combination will enable credit managers to access proprietary intelligence, research, data, portfolio analytics, and trading workflows through an integrated platform. The company produces more than 60,000 stories annually through a global team of over 250 financial analysts, legal analysts, and journalists, covering more than 6,600 companies across the credit market lifecycle.
Following the transaction’s completion, LevPro clients are expected to gain access to Octus’ intelligence platform, including research management tools, real-time news alerts, company financial data through Octus Fundamentals, and the FinDox document management repository. At the same time, Sky Road users will benefit from LevPro’s workflow and trade execution capabilities.
The acquisition also targets a key challenge in private credit markets, where firms often manage origination, underwriting, approvals, and portfolio oversight through separate systems. LevPro’s private credit tools, including sourcing CRM, deal pipeline management, investment committee workflows, funding, and allocation capabilities, will be integrated alongside Sky Road’s portfolio management platform and Octus’ deal intelligence offerings.
Octus believes the combined platform will allow private credit managers to move from deal sourcing and intelligence gathering to portfolio monitoring and trade execution within a single technology ecosystem.
KEY QUOTES:
“Credit managers have always faced the same fundamental challenge: The intelligence and data that informs their decisions and the systems that execute them have lived in different worlds. With Sky Road, we began collapsing that gap and embedding Octus intelligence and data directly into portfolio management systems. With LevPro joining our suite, we expect to further serve credit managers at every stage of their journey, from the firm launching its first CLO to the multi-strategy platform managing billions in complex credit vehicles. That is what it means to be the essential credit platform.”
Kent Collier, Founder and CEO, Octus
“LevPro was built on a simple belief that front-office software should work for credit managers, not against them. Upon closing, joining the Octus ecosystem will mean our clients have access to the deepest credit intelligence and data in the market, natively connected to the workflows they rely on every day. Once combined, we expect credit managers to get something they have never had before in a single platform that takes them seamlessly from market signal to executed trade.”
Ryan Barrows, CEO, LevPro
“LevPro’s clients are exactly the kind of forward-thinking credit managers we built this ecosystem for. They will gain direct access to Sky Road’s compliance and optimization platform and to the breadth of Octus intelligence and data while Sky Road clients will especially benefit from LevPro’s exceptional proprietary and embedded workflows. This is truly a game changer for our industry.”
John Borse, Head of Octus Sky Road
