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Oasive

Oasive provides a unified workflow for fixed-income professionals, connecting research, screening, analysis, valuation, and reporting in a single platform. The platform enables users to screen over 4,800 securities using filters like coupon, vintage, and option-adjusted spread, and to generate investment memos for committee review. It offers tiered access, starting with a research-only plan and expanding to specialist analytics for agency MBS.

Traction 10/10
San Francisco, United States · HQ
Founded 20251300+ followers
  • Financial Technology
  • Data & Analytics
  • Software Only
Updated 10 days ago

Funding

Raised to date

$500KRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.

Funding rounds are not available yet.

Founders

Founder details are not available yet.

Product

Problem

Fixed-income professionals face a fragmented workflow where research, screening, analysis, valuation, and reporting are handled across disconnected tools, forcing manual handoffs and slowing the path from market insight to investment decision. This fragmentation makes it difficult to efficiently narrow large security universes, compare collateral and risk, and package findings into investment committee-ready materials.

Solution

Oasive unifies research, screening, analysis, valuation, and reporting in a single connected workflow where every output becomes the starting point for the next step. Users begin with macro and rates research, then screen thousands of securities using filters such as coupon, vintage, and option-adjusted spread, analyze collateral and risk behavior, test pricing and cash-flow scenarios, and generate investment memos for committee review. The platform provides on-demand interactive research, a searchable library, and specialist analytics for agency MBS, with early access available for municipal bonds, ABS, and corporates.

Target Audience

Primary users are fixed-income professionals including portfolio managers, analysts, and traders at asset management firms, banks, and other institutional investors who need to move from market research to security valuation efficiently.

Features

  • Unified workflow connecting research, screening, analysis, valuation, and reporting in one platform
  • Screening across 4,862 securities with filters including coupon, vintage, and option-adjusted spread
  • Collateral and risk comparison tools for analyzing security behavior
  • Pricing and cash-flow scenario testing with slow/base/fast projection options
  • Investment memo generation for investment committee packaging
  • On-demand macro and rates research with interactive charts sourced to underlying data
  • Monthly Macro Update report delivered by email, covering growth, inflation, Fed, and Treasury yield movements
  • Early access program for municipal bonds, ABS, and corporates
This profile is AI-generated and may contain inaccuracies.