IBT Technologies
IBT Technologies provides an AI-powered investment intelligence platform for institutional debt investors, combining generative and analytical AI to deliver actionable insights across private, structured, and public credit markets. The platform includes products like Caliber Research, Caliber Private, Caliber Signal, Caliber Allocate, and AlphaOne, which support research, risk monitoring, regulatory compliance, and trade idea generation. Its tools help fund managers automate credit analysis, monitor portfolios, and generate predictive trade signals, enabling faster and more accurate investment decisions.
- Artificial Intelligence
- Data & Analytics
- Financial Technology
- Software Only
Funding
Founders
Product
Problem
Institutional investors in private, structured, and public credit markets face overwhelming data complexity and manual processes that slow down research, risk monitoring, and regulatory compliance. Traditional methods cannot keep pace with the growing volume of credit instruments, OTC derivative overlays, and the need for timely, accurate analysis, leading to inefficiencies and missed opportunities.
Solution
IBT Technologies offers an AI-powered investment intelligence platform that combines generative and analytical AI to help institutional investors navigate debt markets. The platform includes a suite of products—Caliber Research, Caliber Private, Caliber Signal, Caliber Allocate, and AlphaOne—that automate credit research, generate predictive trade insights, provide bespoke rating frameworks, and support portfolio monitoring across private, structured, and public credit. By transforming data into actionable intelligence, the platform enables fund managers to spend more time on client relationships and sourcing new mandates while ensuring assets are proactively risk-monitored, rated, and valued correctly.
Target Audience
Primary customers are institutional investors, including asset managers, pension funds, insurers, endowments, hedge funds, family offices, and sovereign wealth funds, as well as investment and risk teams such as fund managers, risk and quantitative analysts, compliance officers, and private debt analysts.
Features
- Caliber Research: AI-driven analyst that automates credit research, generating one-page notes, earnings reviews, M&A reviews, and credit recommendations to expand coverage beyond manual analyst capacity
- Caliber Private: Tailored rating frameworks for private credit portfolios, drawing on global and cross-sector comparisons to support regulatory compliance (e.g., PRA matching adjustment requirements)
- Caliber Signal: Multi-algorithmic model delivering daily predictive trade insights, pricing, and risk recommendations via API or CSV for public credit securities
- Caliber Allocate: AI-driven analysis across private, structured, and public credit markets, including OTC derivative overlay management, for multi-billion-dollar portfolios
- AlphaOne: Data product generating shortlists of total return trade ideas for long/short credit hedge funds, including bespoke scores, predictive trade ideas across IG and HY, and pair trades
- Platform integrates generative and analytical AI to turn complex credit data into actionable intelligence for investment and risk teams