Credit is the last alt-data gap
Alt-data has saturated equities while the listed universe halved. Credit — especially the ~$2.5T private market with no public filings — is largely unserved.
Investors
The credit-risk intelligence layer. One engine, expanding surfaces.
Rebelative is the credit-intelligence layer for U.S. public and private credit. Our focus today is investment management; the same engine extends to corporate finance, PE/VC diligence and embedded vendor intelligence — adjacent markets served without new infrastructure.
The thesis
Why now — and why this team.
One engine, expanding surfaces
A single credit-health engine serves credit funds first, then corporate finance, procurement platforms and PE/VC — the same signals, new buyers.
The model is the product
We own the governed synthesis layer — point-in-time backtests, entity resolution, proprietary derived data — not a reseller marketplace.
Market
Two markets, one engine.
Rebelative addresses two distinct, adjacent markets from a single credit-intelligence engine. Our focus today is investment management; corporate finance follows on the same infrastructure. Each is a large, independently addressable market.
Public equity · compression
U.S. equity universe is shrinking
~8K → ~4K listed companies. Generalist alt-data ARR growth is structurally capped.
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.
Investment Management · Current focus
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. 2026-2027 estimate.
Market growth
20–25%
Annual growth · alt-credit data + research software + AI tooling
Corporate Finance · Entering next
Corporate TAM
$4–7B
Supplier & counterparty financial-health intelligence for U.S. corporate finance, treasury and procurement — third-party/supplier-risk software plus business-credit and counterparty intelligence.
Market growth
~14%
Annual growth · third-party/supplier-risk software + business-credit intelligence
Combined addressable
U.S. investment-management + corporate financial-health intelligence, on one engine.
~$10–15B
Illustrative 2026-2027 estimates — bottoms-up market model and ARR bridges in the deck.
The raise
We're raising a pre-seed round.
The bottoms-up market model, ARR bridges and full roadmap are in our deck. If you invest in early-stage fintech or data infrastructure, we'd be glad to share it.