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Introduction

Quantuma Documentation

Quantuma is a deal intelligence platform for private credit. It transforms SEC filings and private markets data into actionable insights for origination, portfolio monitoring, and competitive benchmarking.

The left sidebar organizes the app into two sections:

Explore

  • Sponsors — PE firms backing BDC borrowers
  • Lenders — BDCs and their portfolios
  • Borrowers — Operating companies with BDC loans
  • Sectors — GICS industry group benchmarks

Chats

  • New chat — Ask questions in natural language

Home shows your favourited entities (sponsors, lenders, borrowers) for quick access. Star any entity from its detail page.

How the app works

Each Explore section follows a consistent list → detail → drawer pattern:

  1. List view — A filterable, sortable, paginated table. Click Filter to add conditions (name, domain, location, industry, etc. with operators like equals, contains, not equals). Click Display to show/hide columns.
  2. Detail view — Click any row to open the overview. Tabs at the top organize different data views (Overview, Investments, Contacts, etc.). A right panel shows key metadata at a glance.
  3. Right drawer — Click any row within a tab’s table to slide open a detail panel showing all fields for that record, with an “Open in full view” link to navigate to the full entity page.

Data source

All investment data is sourced from BDC SEC filings (10-K and 10-Q) — specifically the Schedule of Investments, Balance Sheet, Statement of Operations, and Financial Highlights. The investment data is enriched using Quantuma’s knowledge graph to infer the operating companies, sponsors and associated relationships.

Conventions:

  • Dates: YYYY-MM-DD
  • Financial amounts: actual US dollars (not thousands or millions)
  • Marks: shown as percentages (e.g., 97.21%)
  • Spreads: shown as S+bps (e.g., S+500)

Additional resources

  • Metric Definitions — Calculation logic for every metric
  • AI Vulnerability — AI disruption scoring for software borrowers
  • Signals — Automated alerts and their triggers
  • Taxonomies — Investment types, index types, GICS classification, geographic regions
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Borrowers