Public equity · compression
U.S. equity universe is shrinking
~8K → ~4K listed companies. Generalist alt-data ARR growth is structurally capped.
Rebelative Terminal
Forward-looking credit research, powered by alternative data and AI agents
For mid-size credit funds and investment firms bringing alternative data and AI into their research, Rebelative Terminal is your virtual research analyst — turning alternative data into credit-specific, forward-looking insight. Under the hood, the Terminal runs on our Credit Operating System: one governed environment that unifies fragmented alternative and traditional signals and powers native credit-intelligence agents.
Analysts and PMs get production-grade, auditable outputs with full institutional memory — eliminating vendor sprawl, manual stitching, and AI tools that lose context between sessions.
It delivers AI-native, alternative-data credit intelligence for U.S. public and private credit investors through workflow-ready signals: distress nowcasts, ratings-migration scores, market-share trends, cross-sectional relative value, and more.
Coverage target
11,000+
Public + private issuers
Core U.S. TAM
$5–8B
Combined market for alt-credit data, research workflow software, and AI research tooling for U.S. public and private credit investors. 2026 estimate.
Combined alt credit intelligence market
20–25%
Annually · alt credit data + research software + AI tooling
Capture assumption
0.02 - 0.05%
of fund AUM (conservative)
Implied ARR at Scale
$30–75M+
At 100–200 mid-size credit + PE firms
The gap
Credit investors are flying with rear-view instruments.
Credit teams lack near-real-time, forward-looking intelligence beyond quarterly filings and rely on backward-looking benchmarks — yet private credit is on track for $5T by 2030, and a multi-trillion refinancing wall is hitting public credit through 2026–2027.
Most alternative-data vendors remain equity-centric, optimised for earnings inflections, not credit dispersion. Listed U.S. companies have shrunk from ~8,000 to ~4,000 since 1996 — the alt-data category is starving for new ground, and credit is the last major gap.
Generalist alt-data platforms require heavy internal rework. We do that work for you.
Rebelative Target Market
Private credit · hyper-growth
Private credit scales to $5T by 2030
No SEC filings. Pricing borrower risk requires alt-data synthesis from day one.
Public credit · dispersion
Refi wall meets credit dispersion
Differentiating who can service elevated debt costs — and who cannot — is the trade.
Under the hood
Behind the Terminal: a Credit Operating System, not another data feed.
Rebelative owns the full governed intelligence layer — daily production pipelines, point-in-time backtests, multi-vendor entity resolution, and continuous model iteration. It's the engine behind the Terminal, API, and agents — the expensive, non-core plumbing we run so credit teams can stay focused on investing.
Issuer Credit Health Overview
Proprietary Risk Score
Invoice Signal
Strength
- A.Issuer 75%
- B.Issuer 46%
- D.Issuer 84%
- C.Issuer 49%
- E.Issuer 96%
AI Model Confidence
Relative Value
Scom 0 m
Use cases
Rebelative is initially focused on the highest-impact credit workflows.
Our research is quantamental at its core — rigorous, point-in-time data science expressed as credit-grade research — so it serves the whole desk: systematic quants, quantamental PMs, and fundamental analysts alike.
PUBLIC
High-Yield Public Credit
Forward-looking distress and borrower-health signals — well before quarterly filings.
PRIVATE
Private / Direct Lending
Continuous portfolio monitoring and revenue/cash-flow nowcasts on covered borrowers.
PE
Private Equity
Acquisition diligence, market-share, product adoption and operational trend overlays on covered companies.
QUANT
Systematic / Quant Strategies
Cross-sectional relative value and factorized credit signals.
Get on the list
Building the alt-credit category — with a few funds and data partners at a time.
We're talking with credit funds, private-equity firms, and data providers ahead of our build. If that's you, we'd like to hear from you.