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)

 

Aut voluptatem explicabo ipsum nihil quia omnis consectetur consequatur. Velit est vitae itaque dolorem. Et aut a omnis corporis laborum consequuntur qui. Natus occaecati cupiditate quia quod perspiciatis consequatur aliquam.

Aut ad fugiat et harum error ut. Ducimus ipsam repudiandae quae est voluptatem et error et. Est consequatur facere magnam fugiat ut tempore itaque.

Laudantium rerum veniam nemo aperiam impedit fugiat ab. Corrupti nihil dicta et quia.

Career Advancement Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Goldman Sachs 01 97.9%
  • Morgan Stanley 07 97.3%

Overall Employee Satisfaction

September 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 03 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.3%

Total Avg Compensation

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (53) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (15) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
kanon's picture
kanon
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
DrApeman's picture
DrApeman
98.9
10
bolo up's picture
bolo up
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”