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Lending Solutions

Powering the global lending markets

With our powerful combination of specialized software and workflows, world-class reference and pricing data, and managed services, make informed decisions, increase efficiencies, and operate with clarity, confidence and conviction.

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Automate every stage of the loan lifecycle

Connecting, streamlining and digitizing the lending community, we are the first to understand the importance of continuously innovating and accelerating progress across the broadly syndicated loans and direct lending markets. Whether you are managing a handful of bilateral deals or many complex, syndicated loans, our solutions, data, and managed services can help you automate every stage of the loan lifecycle.

Broadly Syndicated Loans

Streamline your broadly syndicated loan operations, from origination to completion and everything in-between.

Private Debt

Automate and accelerate new ventures, and nurture existing portfolios across the entire direct lending lifecycle.

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End-to-end capabilities for a connected global network

We support all types of firms, ensuring you are empowered and equipped to act with accountability, be the authority, accelerate with agility, and navigate with confidence – as both interest and opportunities in the lending markets continue to grow.

Specialized Software & Workflows

Connect, automate and complete every stage of the lifecycle of a loan.

World-class Pricing & Reference Data

Access the data that drives and decides the future of the global lending markets.

Expert Managed Services

Build out your team by bringing our expertise and experience onboard.

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Solutions for the lending markets

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  • Agent Managed Services

    Outsource back-office operations for administrative agent responsibilities, including syndication, KYC, tax and bank deal documentation and correspondence.

  • CLO Startup Solution

    Launch a new CLO investment platform quickly with seamless technology and managed services with our CLO Startup Solution. We help new CLO managers navigate the challenges of starting a fund with an integrated offering of data, workflow, and aggregation tools to help streamline the credit management process.

  • Data Management for Credit

    Benefit from greater control, ongoing compliance and transparency of your data with our Security Master, Reference Master and Data Management solution. Our configurable EDM platform enables you to acquire, validate, and distribute all types of data.

  • Loan Administration

    Simplify the complexity of your loan market operations with our WSO Software and Services, providing real-time access to portfolio insights, workflow automation, and deal administration for diversified credit portfolios, CLOs, syndicated and leveraged loans.

  • Loan Credit Risk Analysis >

    Get a holistic view of risk with Credit Analytics. Access credit scores, models, and tools to ease your workflow when running loan risk analysis and loan exposures on rated and unrated, public and private companies across the globe.

  • Loan Reconciliation >

    Access accurate information about loan asset ownership through an automated process for validating position data. Agents and lenders in the syndicated loan market can easily retrieve a detailed report about any position differences and take action to ensure they are resolved.

  • Loan Trade Settlement >

    Streamline, automate and centralize loan trade settlement through our ClearPar platform that helps buyers, sellers, agent banks, custodians, and legal professionals efficiently process trades.

  • Managed Services

    Configurable service to facilitate the end-to-end lifecycle of each loan. Coverage includes multi-asset servicing, agent administration, cash reconciliation, trade closing, investment accounting services and full P&L reporting with robust front-office and accounting integration capabilities.

  • Messaging and Data Services >

    Manage incoming bank loan agent notices on a single secure platform through our Notice Manager solution which helps you to maintain accurate portfolio data through the integration of agent bank notices and reconciled position information.

  • Onboarding >

    Access advanced, integrated document management capabilities through our Counterparty Manager: Onboarding Accelerator solution. Ensure every lender form is completed, validated, and verified for tax and KYC requirements prior to funding, and refresh entity information automatically.

  • Origination & Underwriting >

    To balance the risk-return of loan exposures and efficiently price new business, access ratings, credit research, credit-adjust financials, and default, recovery and transitions data from RatingsDirect® to understand the default risk of extending loans or credit to customers on a timely basis.

  • Portfolio Monitoring >

    Gain transparency and insight into your alternative investment portfolios across private credit, private equity, real estate and venture capital with our iLEVEL solution. Meet the demand for access to real-time, accurate data on alternative investments with help from our flexible managed service offerings.

  • Portfolio Modelling, Trading and Cash Management >

    Streamline the management of loans, CLOs, and diversified credit on a single platform through our thinkFolio solution. Analyze loan instruments, model cash flows, and simulate scenarios to maximize returns, and mitigate reinvestment risk.

  • Pricing and Reference Data >

    Benefit from our expansive coverage in loan pricing and reference data sets, garnered over 20 years, covering 124,000+ loan facilities, and with 7,500+ loans priced. Our data delivers a comprehensive view of the loan cycle, from deal origination to pricing, settlement and transaction services.

  • Private Markets Intelligence

    Unlock core data and differentiated analytics on S&P Capital IQ Pro including 9.6M+ companies with recent fundamentals, 52M+ private companies, and 69k+ PE/VC funds supplemented with Preqin data. Our continually expanding coverage can help you raise your next fund, identify investment opportunities, deploy capital, drive value creation strategies, and deliver returns.

  • Secure Administrative Details >

    Maintain and access up-to-date information securely through our database of standing settlement instructions (SSIs) and administrative details forms via ADFlow to reduce the risk of misdirected payments and the need for call-backs./p>

  • Syndication and Agency Management >

    Leverage our secure document sharing and workflow tools through Debtdomain to manage loan and private credit deals at all stages: syndication, secondary trading, and agency processes, including both sole and joint bookrunning, pipeline reporting, and secure document distribution.

  • Tax Due Diligence >

    Access the documentation and data you need to meet regulatory tax requirements. Store, monitor and maintain your data in a central document repository with an audit trail to trace the data back to the source.

Learn more about our lending solutions

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Solutions that help you displace, disrupt, and outpace

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Achieve your commercial objectives and address regulatory obligations. Reduce operational cost, save time, and minimize credit and covenant risk.

  • Act with accountability

    Whether you are managing a handful of bilateral deals or many complex, syndicated loans, it is essential to have clarity, automated workflows, and an auditable view of all notices, calculations and data – across the entire lifecycle of a loan.

  • Be the authority

    Take control and react confidently in all market conditions with an unparalleled view of market activity. It is the depth and breadth of the data flooding through our automated workflow solutions, and our managed services that makes us invaluable to lenders across the world.

  • Accelerate with agility

    Be competitive and collaborative. Grow your portfolio using our suite of scalable, configurable, modular solutions and managed services. Our specialist tools – purpose-built for firms of all sizes – are infused with world-class data to help you generate new trade ideas, and identify new investment opportunities.

  • Navigate with confidence

    Have everything in order, in the right format and in the right place with a full front-to-back solution that kicks in at the point of deal origination by centralizing deal and syndication administration. Our processes, data and tools will help you navigate the complexities of the broadly syndicated loans and direct lending markets.

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You're one step closer to unlocking our suite of financial information solutions and services.

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We're proud of our recent rewards!

  • Best Corporate Actions Data Initiative, 2023
  • Best Overall Sell-Side Technology Provider, 2023
  • Most Innovative Regulatory Solution (Climate Risk & Transaction Reporting), 2023
  • Best Overall Data Product or Service, 2023

And, we delight in supporting our customers with 24x7x365 customer service and a 98% customer service satisfaction rate.

If your company has a current subscription for S&P Capital IQ Pro, you can register as a new user for access to the platform(s) covered by your license at S&P Capital IQ Pro or S&P Capital IQ

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