Octus Acquisition, Valuation, Funding & Investors

CRISIL Ltd provides research and analytics solutions for clients of all sizes. It operates through segments of Ratings services, and Research, Analytics & Solutions. The Ratings services segment includes credit ratings for corporates, banks, bank loans, credit analysis services, grading services and global analytical services. The Research, Analytics and solutions segment which generates key revenue, includes global research and risk solutions, industry reports, customized research assignments, subscription to data services, independent equity research (IER), IPO gradings, training, credit ratings for small and medium enterprises, advisory services and a comprehensive range of risk management tools, analytics and solutions to financial institutions, banks and corporates in India.

YipitData is a New York-based market research firm that analyzes alternative data sources such as credit card transactions, web scraping, and app usage. It produces custom reports on market trends, consumer behavior, and industry shifts for financial institutions and analysts.

Along with Experian and TransUnion, Equifax is one of the leading credit bureaus in the United States. Equifax’s credit reports provide credit histories on millions of consumers, and the firm's services are critical to lenders’ credit decisions. In addition, about 40% of the firm’s revenue comes from Workforce Solutions, which provides income verification and employer human resources services. Equifax generates about 25% of its revenue from outside the United States.

Wolters Kluwer is a global provider of professional information, software solutions, and services in health; tax and accounting; environmental, social, and governance; finance; compliance; and legal. More than 60% of revenue is generated in North America and around 30% is from Europe.

Experian is one of the leading credit bureaus in North America and the United Kingdom, providing the consumer information that is the basis for making lending decisions. The company also provides decision analytics, marketing data, and direct-to-consumer credit products and services. Roughly one quarter of the company's revenue is generated outside of North America and the United Kingdom, primarily in Latin America and Asia.

Thomson Reuters is a leading global provider of business information services, delivering trusted data, technology, and expertise to professionals across legal, tax, accounting, risk, compliance, and the news and media sectors. Headquartered in Toronto, Canada, the company combines deep domain knowledge with data and software solutions to help clients make informed decisions, manage complexity, and drive efficiency. Thomson Reuters serves legal and accounting/tax professionals, corporations, and governments worldwide, but around 75% of revenue is generated in the US. The company is known for flagship products such as Westlaw, UltraTax CS, and Reuters News.

Business Online PCL is a service provider and developer of local and world-wide financial information systems. It also has an online and offline business information service provider as well as consulting service and database management. The company solution includes Corpus X, Xignal, Matchlink, Dun and Bradstreet, and Debtline.

GlobalData PLC is a UK-based data analyzing and publishing company. The firm conducts industry analysis and research reports and also provides forecasts to help its clients make informed decisions. The company has spread across the Asia Pacific, EMEA, Latin and North America serving clients from the consumer, information communications technology, and healthcare markets. The Group operates within two segment, Data Analytics: Healthcare, and insights: Non-Healthcare. Company operates in Uk, Europe, USA, Asia Pacific, Middle East and North Africa, and Others. Majority of revenue is from USA.

Fintel PLC is engaged in UK retail financial services in the provision of financial data and intelligence embedded in digital technologies. The company's principal activity is the provision of Fintech and support services to the UK retail financial services sector. The company's segment includes Intermediary Services; Distribution Channels and Fintech and Research. It generates maximum revenue from the Intermediary Services segment. Intermediary Services provides compliance and regulation services to individual financial intermediary Member Firms, including directly authorized IFAs, directly authorized mortgage advisers, workplace consultants and directly authorized wealth managers.

Qontigo is a financial data and analytics provider under Deutsche Börse Group, specializing in multi-asset risk management, index licensing, and portfolio construction tools. Its platforms cover equity, fixed income, commodities, and ESG factors, serving asset managers, banks, and pension funds globally. Eschborn-headquartered with offices in New York, London, and Zug, Qontigo licenses indices like STOXX Europe 600 and provides Axioma risk models. Formed in 2019 from the merger of Axioma, DAX, and STOXX, it equips clients with cloud-based analytics for investment decisions.

Kpler is a London-headquartered data and analytics platform launched in 2014, tracking commodities transportation including LNG, crude oil, dry bulk, freight, and inventories across 40 markets. With over 500 employees globally, it expanded through acquisitions of ClipperData in 2021, JBC Energy and Core-e in 2022, and MarineTraffic with FleetMon in 2023, serving traders, producers, and governments.

Shenzhen Fortune Trend Technology Co Ltd is engaged in research and development of securities analysis systems and computer communication systems. It provides securities investment analysis system for securities institutions and investors under the brand Tongdaxin. Tongdaxin's well-known online trading products are: China Merchants Securities Zhiyuan One Account, Guoxin Securities Golden Sun Edition, CITIC Securities Zhixin All-rounder, GF Securities Financial Terminal, Galaxy Securities Neptune, Guotai Junan Securities Fuyi, among others.

Addepar is a wealth management platform aggregating data for over four trillion dollars in assets across more than 800 firms in 30 countries. Used by advisors for portfolio analysis, reporting, and Marketplace access to alternative investments, it integrates with over 100 partners. Offices span Silicon Valley, New York City, Salt Lake City, Chicago, London, and Edinburgh.

Branch is a mobile marketing platform specializing in deep linking, attribution, and user journey analytics. San Francisco-headquartered and founded in 2014, the company tracks cross-platform campaigns for apps on iOS and Android. World-class clients including Instacart, Western Union, NBCUniversal, Zocdoc, and Sephora use Branch to measure ROI on ad spend across Google Ads, Facebook, and Snapchat. The platform processes billions of links monthly, ensuring privacy compliance with App Tracking Transparency.

TradingView is a web-based platform delivering advanced charting tools, real-time market data, and social networking features for traders and investors worldwide. New York-headquartered with engineering teams in Vilnius, Lithuania, it supports 50 million monthly active users through web, desktop, and mobile applications. The platform integrates with over 50 brokerages including Interactive Brokers, OANDA, and IG, allowing seamless trade execution from interactive charts. TradingView equips more than 40,000 publishers, brokerages, and fintech companies with embeddable widgets and APIs. Founded in 2011, the company completed a $37 million Series B funding round led by Insight Partners in 2018 and acquired TradeIT in 2019 to bolster brokerage connectivity.

TP ICAP GROUP PLC provides broking professional intermediary services to match buyers and sellers of different financial, energy, and commodities products. Its role includes creating liquidity and price discovery in markets and providing insight and context to the clients. The company provides proprietary over-the-counter ('OTC') pricing information in the world with the data on financial, energy, and commodities products. Its clients include banks, insurance companies, pension funds, asset managers, hedge funds, central banks, energy producers and refiners, risk and compliance managers, and charities. The company's segments include Global Broking which generates key revenue, Energy & Commodities, Liquidnet, Parameta Solutions, and Corporate.

Servyou Software Group Co Ltd is a comprehensive service provider of fiscal and taxation information in China. It offers tax system development and operation and maintenance for tax authorities, and provides comprehensive Internet financial and taxation services for taxpayers and financial and tax intermediaries with the Yiqiying brand.

Pipe is a financial services platform that enables subscription-based businesses to access capital by trading future recurring revenue streams with institutional investors through real-time auctions. Headquartered in San Francisco, California, the company processes transactions for SaaS firms, media publishers, and e-commerce operators seeking non-dilutive funding based on annual contract values. Launched in 2020, Pipe integrates with billing systems like Stripe and Zuora to automate revenue verification and payouts, serving over 5,000 companies globally with a marketplace exceeding $3 billion in tradable revenue by 2023.