Solutions
Built for every
financial decision-maker.
Whether you are allocating across public markets, underwriting private credit, evaluating company risk, or embedding proprietary intelligence inside your institution, QXFin adapts its models, AI Agents, and workflows to the decisions you need to make.
Public Markets
Public Markets.
Institutional Asset & Portfolio Managers
Make faster allocation, rebalancing, and de-risking decisions using forward-looking signals.
Reposition Before Stress Hits
Shape of Market Risk detects structural shifts and quantified correction risk up to 90 days ahead.
Compare Conviction Across Holdings
QX IVS standardizes investment attractiveness across sectors and market caps.
Monitor Credit Quality
Track health, PD, governance, and sentiment across every holding. Current the moment you look, not the last time it was reviewed.
Credit Analysts & Fixed Income Teams
Generate faster, more defensible issuer credit analysis with AI memos and proprietary default-risk signals.
Issuer Memos in Minutes
Structured credit memos for any public issuer — sourced and IC-ready.
Strengthen Opinions with Proprietary Signals
Standard PD and Advanced QX PD quantify downside in heavy-tail environments.
Expand Coverage Without Headcount
AI Agents help analysts monitor more issuers consistently.
Risk Managers & Enterprise Risk Teams
Detect emerging credit deterioration, market stress, and concentration risk before they become portfolio events.
Continuous Exposure Monitoring
Track risk across issuers, sectors, and exposures in one framework.
Identify Market Stress Early
Use Shape of Market Risk as an early-warning layer.
Stress-Test Assumptions
Adjust leverage, liquidity, growth, and macro assumptions.
Hedge Funds & Alternatives
Identify mispriced risk, regime shifts, and narrative-driven opportunities before they become consensus.
Distressed & Capital Structure
Advanced PD evaluates default and downside in dislocated names.
Anticipate Regime Shifts
Shape of Market Risk surfaces early signs of market instability.
Narrative-Driven Trading
Sentiment captures reputational pressure before fundamentals update.
Investment Banks & Capital Markets
Accelerate research, diligence, and client-ready credit materials with AI memos and proprietary analytics.
Faster Credit Research
Investment-grade memos in minutes — expand coverage without compromise.
Quantitative Backing for Views
Health, PD, MSR, and sentiment support differentiated opinions.
Pitch & Diligence Materials
Document Intelligence extracts insights from prospectuses and decks.
RIAs, Advisors & Retail
Explain risk to clients with institutional-grade insights presented in clear, decision-ready language.
Client-Friendly Reports
Translate complex analytics into understandable summaries.
Faster Portfolio Reviews
Health, sentiment, and IVI explain why holdings should be held or trimmed.
Communicate Risk Proactively
MSR and sentiment surface emerging risks ahead of client questions.
Private Markets
Private Markets.
Private Credit & Direct Lenders
Underwrite and monitor private borrowers faster — even when financial data is sparse, delayed, or inconsistent.
Underwrite with Incomplete Data
Advanced PD, synthetic data, and document intelligence assess default risk where reporting stops.
Monitor Between Reporting Periods
Continuous health, PD, sentiment, and network exposure tracking.
IC-Ready Memos
Structured memos combining borrower documents and proprietary scores.
Private Equity
Accelerate diligence, standardize portfolio monitoring, and stress-test assumptions before and after deployment.
Faster Deal Diligence
Process CIMs, data rooms, and management materials into IC memos.
Consistent Portfolio Monitoring
One framework across every portfolio company.
Test Deal & Exit Assumptions
Scenario builder + benchmarking + synthetic data.
Venture Capital, Venture Debt & Growth Credit
Bring structured risk intelligence to growth-stage companies where traditional models often fail.
Assess Without Standard Financials
Health and PD with synthetic-data support and benchmarks.
Map Ecosystem Risks
Customer, technology, supplier, regulatory, and market concentration.
Compress Diligence in Competitive Rounds
Memos generated at venture deal speed.
Allocators, Family Offices & Wealth
Create a unified risk view across public holdings, private investments, funds, and direct exposures.
Unify Public & Private
Consistent QXFin scoring across both books.
Cross-Fund Concentration Risk
Network Exposure detects shared dependencies across managers.
Institutional Reporting, Lean Teams
Standardized board-ready insights from your existing documents.
Founders & Private Companies
See your company the way investors and lenders will, before entering capital, lending, or M&A conversations.
See how investors see your company
Understand how capital providers will evaluate the company.
Find Hidden Risks Before Diligence Does
Network Exposure surfaces concentrations investors will flag.
Benchmark Against True Peers
Dynamic peer sets, not SIC-code approximations.
QXFin Enterprise
Custom intelligence for institutions that don't fit boxes.
Dedicated Intelligence System
A private QXFin instance configured to your portfolio. Proprietary scores applied to your specific holdings; custom dashboards reflecting your structure and reporting cadence.
- Dedicated environment, optionally on-prem or private cloud
- Role-based access for your team
- SOC 2 Type II — your data never trains shared models
Workflow Integration
Our intelligence delivered where your team already works: risk systems, IC workflows, alerting channels, and analyst tools.
- REST API + webhooks for every score & signal
- Connectors: Bloomberg AIM, BlackRock Aladdin, Snowflake, custom warehouses
- MCP Server connectors for your team's tools
Custom Signals & Models
New intelligence designed for the decisions your team actually makes — built by the same research team behind QXFin's proprietary algorithms.
- Bespoke PD variants and sector-specific MSR
- Backtested against your historical portfolio outcomes
- Documentation suitable for validation and regulators
Enterprise engagement begins with discovery.
A scoped session with our research team to identify the signals that matter to your decisions.