OOctaura provides an electronic trading platform for syndicated loans and CLOs, serving institutional clients with real-time data, analytics, and trading tools delivered via a subscription. The platform integrates trading, data, and analytics in a single interface so institutions can price, trade, and manage positions efficiently. It differentiates itself by backing from eight major US financial institutions and focusing specifically on syndicated loans and CLOs with an integrated, real-time solution for institutions. The goal is to simplify trading workflows, boost efficiency, and strengthen market confidence in these markets, supporting the broader US financial system.
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Industries
Company Size
51-200
Company Stage
Late Stage VC
Total Funding
$46.5M
Headquarters
Penfield, New York
Founded
2022
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Total Funding
$46.5M
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Funded Over
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Octaura offers dealer-led leveraged loan trading workflow. New session-based workflow brings structure to dealer-to-dealer trading alongside enhanced disclosure and price transparency Octaura, an electronic trading, data and analytics platform for syndicated loans and collateralized loan obligations (CLOs), announced Sync Up, a new session-based workflow designed to facilitate dealer-to-dealer trading. Dealers can anonymously submit syndicated loan positions and discover matched contra interest across counterparties within a defined session. The first in a planned suite of dealer-led workflows from Octaura, Sync Up helps dealers manage balance sheets, source risk and tap into liquidity more efficiently. Often, dealers left with residual risk must rely on a manual, time-consuming process of bilateral conversations to identify liquidity, which may not yield trades despite the significant effort. Sync Up introduces structure to that process, helping dealers reposition inventory, execute odd lots and gain market color more efficiently. In its first two weeks, Sync Up identified more than $2 billion in potential matching opportunities, resulting in 195 dealer-to-dealer trades - demonstrating strong early adoption and demand for transparency and efficiency in interdealer trading. "A session-based workflow brings the market together at the same time, focused on a defined set of assets," said Howard Cohen, Vice President and Head of Markets at Octaura. "This transforms fragmented interest into a transparent liquidity event for dealers, rather than needing to rely on a series of separate bilateral conversations." Sync Up creates a venue for structured trading where dealers can submit eligible positions and evaluate compatible opportunities at a Session Price, powered by intraday Octaura Price X (OPX) and end-of-day Octaura Price (OP). The Session Price gives participants a shared basis for evaluating potential trades and interacting around a consistent market reference point, reflective of market dynamics. Matches are identified anonymously, trades are completed when both parties elect to proceed and counterparties are revealed only after execution. Even when a transaction does not occur, the protocol may provide timely insight into emerging demand, available liquidity and overall market sentiment. Sync Up also extends Octaura's Runs Manager functionality from simply publishing liquidity to interacting with it, allowing dealers to carry relevant instrument and size information directly into the protocol, while maintaining a familiar user interface. The workflow launches with a single daily session, with plans to expand to multiple sessions throughout the trading day, creating more opportunities for dealers to participate as market conditions evolve. "Sync Up addresses the syndicated loan market's need for a shared interaction layer that identifies compatible dealer interest," said Vitaliy Kozak, Chief Product Officer and Head of Insights at Octaura. "At the center of the workflow is the Session Price, informed by Octaura Price X and Octaura Price, which serves as the execution price when a trade is completed, allowing participants to transact against a common market reference rather than negotiating separate prices through traditional channels." Sync Up is the first in a broader roadmap of Octaura's dealer-focused protocols designed to help market participants more efficiently discover liquidity, transfer risk and prepare for increasingly electronic trading workflows. And receive exclusive articles on securities markets The 2026 Global Markets Choice Awards are here! Nominations are officially OPEN for the celebration of excellence in global capital markets trading & technology. Nominate below: https://www.jotform.com/form/260086385121150 Delaware Life Insurance Company is becoming the first insurance carrier to offer an index that contains cryptocurrency, adding the BlackRock U.S. Equity Bitcoin Balanced Risk 12% Index to its fixed index annuity (FIA) portfolio. As the digital assets industry pushes toward Franklin Templeton is expanding its tokenized fund suite, signaling growing institutional demand for blockchain-based fund infrastructure and regulated investment products moving onchain. Read the full article below: $50 billion in active ETF inflows helped fuel a record year for @BlackRock 's iShares business, as investors continue to lean into active strategies.
Octaura, an electronic trading and analytics platform for syndicated loans and collateralised loan obligations, has launched the beta version of its Octaura Insights Platform. The platform consolidates proprietary pricing data, liquidity metrics, market intelligence and analytics into a single customisable interface. The Insights business comprises the platform and data feeds including Octaura Liquidity Metrics, intraday pricing and end-of-day pricing. The platform addresses fragmented data challenges in the leveraged loan market by aggregating live trading activity, enabling users to monitor intraday dynamics and assess relative value in real time. The platform features market-level trend views and loan-level insights, with customisable dashboards designed for trading workflows. Qualified market participants can request access to the beta version through Octaura's website.
Octaura adds Live Feedback for CLO market. Octaura, an electronic trading, data and analytics platform for syndicated loans and collateralized loan obligations, rolled out its new real-time auction workflow for CLO Bids Wanted in Competition (BWIC) lists. The offering is part of Octaura's CLO trading protocol that launched last year. The company said the new feature, dubbed Live Feedback, gives bidders real-time visibility into auctions and structured bid tracking in a process that has historically been opaque. The launch follows last June's $46.5 million funding round in which Octaura welcomed seven new investors to the platform: Barclays, Deutsche Bank, BNP Paribas, Apollo, Motive Partners, MassMutual Ventures, and OMERS Ventures. The company announced at the time a strategic pivot to launching the CLO trading platform. The new capabilities available through Live Feedback include real-time bid stack visibility, unlimited bid improvements, and the ability to replace unstructured withdrawals with a clear audit trail and consolidation of lists and bids. Live Feedback allows bidders to see where they rank in the stack as auctions unfold, so they can decide whether to improve their bid, hold, or redeploy capital elsewhere. It also consolidates what had been fragmented deal opportunities onto a single platform. There is also "jump ball" logic: if the top bid is improved in the final minute, the system automatically extends the clock and alerts all topped participants, giving them a final chance to respond. The process is automated and applied equally to all participants. "For years, CLO BWIC participants have had to 'bid in the dark,' with limited information on the state of the CLO trading market or if their bid was truly competitive, often resulting in inefficient outcomes and small wins despite significant time and effort spent," said Octaura CEO Brian Bejile. "Live Feedback 'turns on the light' for market participants, so they can make impactful use of their time by focusing efforts on the most strategic trades."
Octaura, an electronic trading platform for syndicated loans and collateralised loan obligations, has launched Live Feedback, a real-time auction workflow for CLO Bids Wanted in Competition lists. The feature introduces real-time visibility and structured bid tracking to a process that historically lacked transparency. Live Feedback enables bidders to see their position as auctions unfold, allowing them to decide whether to improve bids or redeploy capital. The platform includes "jump ball" logic that automatically extends auctions by one minute when the top bid is improved in the final minute, preventing last-second sniping. The workflow provides buyside list senders with immediate pricing insights, whilst dealers gain clearer visibility into client positioning. Key features include real-time bid stack visibility, unlimited bid improvements and tracked cancellations, reducing reliance on manual updates.
Octaura Holdings announced the launch of its Collateralized Loan Obligation (CLO) electronic trading platform, bringing a new era of innovation to the secondary trading market.
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Industries
Company Size
51-200
Company Stage
Late Stage VC
Total Funding
$46.5M
Headquarters
Penfield, New York
Founded
2022
Find jobs on Simplify and start your career today