Optimizely North America Inc. and Optimizely Sweden Holdings AB
How each BDC lender prices its exposure to this borrower, from the latest SEC Schedule-of-Investments filings.
Lenders
Optimizely North America Inc. and Optimizely Sweden Holdings AB is held by 6 BDC lenders in our parsed SEC filings: ARCC, BXSL, CGBD, GBDC, MSDL, PSBD.
Cross-lender loan pricing
Each row is one debt tranche at the BDC’s most recent filing that holds this borrower, widest spread first. Mark is the position’s fair value as a percent of par (100 = par). Spread is shown in basis points over the benchmark in the Rate column, normalized from each filing’s as-reported units — rows quoting different benchmarks are still not directly comparable. Compare like-for-like: a second-lien tranche, a different vintage, or an older filing should price wider even when the credit view is identical — check the Type and Filing columns before reading a gap as disagreement. Source: SEC EDGAR (public).
| BDC | Type | Rate | Spread (bps) | Mark (% of par) | Fair Value | Maturity | Filing |
|---|---|---|---|---|---|---|---|
| ARCC | 1L Sr Secured | PIK | 600 | 100.0 | $900K | 2031-10 | 2026-07-29 |
| ARCC | 1L Sr Secured | PIK | 575 | 95.5 | $2M | 2031-10 | 2026-07-29 |
| ARCC | 1L Sr Secured | PIK | 550 | 94.6 | $5M | 2031-10 | 2026-07-29 |
| BXSL | 1L Sr Secured | SOFR | 550 | — | $1M | 2031-10-30 | 2026-05-07 |
| CGBD | 1L Sr Secured | SOFR | 550 | — | $1M | 2031-10-30 | 2026-05-11 |
| GBDC | 1L Sr Secured | SOFR | 550 | 98.5 | $6M | 2031-10 | 2026-05-04 |
| MSDL | 1L Sr Secured | SONIA | 550 | — | $1M | 2031-10-30 | 2026-05-07 |
| BXSL | 1L Sr Secured | SOFR | 525 | — | $3M | 2031-10-30 | 2026-05-07 |
| CGBD | 1L Sr Secured | SOFR | 525 | — | $3M | 2031-10-30 | 2026-05-11 |
| GBDC | 1L Sr Secured | SOFR | 525 | 97.0 | $15M | 2031-10 | 2026-05-04 |
| MSDL | 1L Sr Secured | EURIBOR | 525 | — | $3M | 2031-10-30 | 2026-05-07 |
| BXSL | 1L Sr Secured | SOFR | 500 | 96.8 | $8M | 2031-10-30 | 2026-05-07 |
| CGBD | 1L Sr Secured | SOFR | 500 | 96.6 | $7M | 2031-10-30 | 2026-05-11 |
| GBDC | 1L Sr Secured | SOFR | 500 | 96.5 | $37M | 2031-10 | 2026-05-04 |
| MSDL | 1L Sr Secured | SOFR | 500 | 97.0 | $8M | 2031-10-30 | 2026-05-07 |
| MSDL | 1L Sr Secured | SOFR | 500 | — | -$37K | 2031-10-30 | 2026-05-07 |
| PSBD | 1L Sr Secured | SOFR | 500 | 96.0 | $4M | 2031-10-30 | 2026-05-06 |
| GBDC | 1L Sr Secured | — | — | -$213K | 2031-10 | 2026-05-04 |
Marks reflect each BDC’s own fair-value estimates as reported to the SEC, not traded prices. Private-credit loans are predominantly Level 3 under ASC 820 — valued from unobservable inputs and determined in good faith by each BDC’s board, so figures are estimates as of the filing date and are not directly comparable across managers. Informational only; not investment advice or a valuation.
Ownership & deal activity
Ownership and acquisition events compiled from public sources and audited against the linked source. Each event links to its source; “(reported)” marks a lower-confidence item. Verify anything material against the original source.
- acquisitionOptimizely acquires warehouse-native analytics platform NetSpringOptimizely signed a definitive agreement to acquire NetSpring, a warehouse-native analytics platform, to become the first DXP to offer warehouse-native analytics natively integrated with its experimentation platform.
- acquisitionOptimizely acquires content marketing platform WelcomeOptimizely announced a definitive agreement to acquire Welcome, a content marketing management platform, to add content production capabilities to its digital experience platform.
- acquisitionEpiserver completes acquisition of Optimizely — deal closedEpiserver completed its acquisition of Optimizely on October 21, 2020, combining the two companies into a single digital experience platform serving approximately 9,000 brands globally.
- acquisitionEpiserver acquires Optimizely (A/B testing platform) — deal announcedEpiserver announced a definitive agreement to acquire Optimizely, the experimentation and A/B-testing platform, for less than $600 million (per Bloomberg) in a cash-and-stock deal, with Insight Partners acting as strategic advisor and sponsor.
- lboIK Investment Partners sells EPiServer (Episerver) to Accel-KKR (reported)IK Investment Partners sold Swedish digital-experience software company EPiServer to technology-focused PE firm Accel-KKR in a leveraged buyout, marking a secondary buyout exit for IK.
- sponsor changeEpiserver rebrands entire combined company as 'Optimizely'In January 2021, Episerver announced it was rebranding the combined company as 'Optimizely', retiring the Episerver name; Optimizely North America Inc. became the trademark-holding operating entity under continued Insight Partners ownership.
Headlines mentioning Optimizely North America Inc. and Optimizely Sweden Holdings AB
Reading this table
When two business development companies lend to the same borrower, comparing how each marks the loan is a starting question, not a verdict. In plain English: a wider spread (e.g. S+575 vs S+525) or a lower mark (e.g. 96 vs 100 cents on the dollar) can mean that lender is pricing in more risk — but marks can also differ for reasons other than a credit view: a different tranche (second lien should price wider than first lien on the same company), a different vintage or entry point, an older filing date, or each manager’s own fair-value methodology. Compare like-for-like — check the Type and Filing columns before reading a gap as disagreement. Each row is one debt position at one BDC’s most recent filing. Source: SEC EDGAR Schedule of Investments (public).
Want to read these numbers like an analyst? Free Oxford Ledge lessons: reading a BDC’s Schedule of Investments, key credit metrics, and the Five Cs of credit analysis.