Cap Tables & Credit Docs: 9Fin & Octus

Hi guys, 


Curious to know if people manually piece together org structures, tables and key covenants and protections (restricted vs unrestricted, baskets, guarantees, interco claims) or if people use Reorg / Octus + 9fin types to get these?

Interviewing for some shops and need to put together a take home case study on a distressed credit (will have 24 hours once they send it to me), hence the query


Disclosure: to be clear, I don’t have access to these platforms so looking for ways of how I can piece this information together from public knfor + quickly to not waste too much time on this part of the case study

3 Comments
 

VP in PE - LBOs

Just ask them if you’ll need access to this info and if so whether they’ll provide it or if they expect you to procure it yourself?

Thank you (especially for getting back on boxing day!)


I have asked them but waiting to hear. 

As a follow-up, on the job / day-to-day, do the RX bankers / DD analysts get the details from these platforms or do they extract all of these manually? (I have mostly been on M&A side hence the query)

 

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