Revalize, Inc.
Revalize is a software company serving manufacturers and their distribution channels with sector-specific 'revenue operations' tools. Its products help companies configure, price, and quote complex products (CPQ), manage product information and selection, and visualize and design engineered products, aiming to shorten the path from product design to a sold order. Headquartered in Jacksonville, Florida, Revalize was assembled by combining several specialist software businesses.
Company profile compiled from public sources (company filings, rating-agency reports, and press releases) — distinct from the SEC Schedule-of-Investments pricing data below.
Lenders
Revalize, Inc. is held by 5 BDC lenders in our parsed SEC filings: ARCC, BCSF, GBDC, MSDL, NCDL.
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 | 650 | 85.7 | $600K | 2029-04 | 2026-07-29 |
| GBDC | 1L Sr Secured | PIK | 650 | 88.0 | $2M | 2029-04 | 2026-05-04 |
| GBDC | 1L Sr Secured | PIK | 650 | 88.0 | $11M | 2029-04 | 2026-05-04 |
| GBDC | 1L Sr Secured | PIK | 650 | 88.0 | $18M | 2029-04 | 2026-05-04 |
| GBDC | 1L Sr Secured | PIK | 650 | 87.8 | $202K | 2029-04 | 2026-05-04 |
| GBDC | 1L Sr Secured | PIK | 650 | 88.0 | $2M | 2029-04 | 2026-05-04 |
| GBDC | 1L Sr Secured | PIK | 650 | 88.0 | $3M | 2029-04 | 2026-05-04 |
| GBDC | 1L Sr Secured | PIK | 650 | 88.0 | $5M | 2029-04 | 2026-05-04 |
| MSDL | 1L Sr Secured | PIK | 650 | 76.0 | $19K | 2029-04-16 | 2026-05-07 |
| MSDL | 1L Sr Secured | PIK | 650 | 91.0 | $18M | 2029-04-16 | 2026-05-07 |
| ARCC | 1L Sr Secured | SOFR | 625 | 75.0 | $300K | 2029-04 | 2026-07-29 |
| GBDC | 1L Sr Secured | PIK | 625 | 66.2 | $106K | 2029-04 | 2026-05-04 |
| NCDL | 1L Sr Secured | PIK | 475 | 90.0 | $977K | 2029-04-16 | 2026-05-07 |
| NCDL | 1L Sr Secured | PIK | 475 | 90.0 | $217K | 2029-04-16 | 2026-05-07 |
| NCDL | 1L Sr Secured | PIK | 475 | 90.0 | $4M | 2029-04-16 | 2026-05-07 |
| BCSF | 1L Sr Secured | PIK | 440 | 77.0 | $362K | 2027-04-15 | 2026-05-11 |
| BCSF | 1L Sr Secured | PIK | 340 | 92.0 | $5M | 2027-04-15 | 2026-05-11 |
| BCSF | 1L Sr Secured | PIK | 340 | 92.0 | $2M | 2027-04-15 | 2026-05-11 |
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.
- acquisitionRevalize acquires KCL (Kochman Consultants Ltd.) in October 2023Revalize acquired KCL, a North American foodservice equipment design software provider, to strengthen its CPQ offerings and integrate KCL's design capabilities with its AutoQuotes platform.
- minority investmentHg Capital makes significant minority investment in Revalize at $1.8B enterprise valueHg committed to a significant minority investment in Revalize alongside existing shareholders TA Associates and ST6, valuing the business at an enterprise value of $1.8 billion, with $353M in incremental loans backing the transaction.
- acquisitionRevalize acquires Attainia, BCA Technologies, LeadMethod, and MicroDRevalize acquired four add-on companies — Attainia, BCA Technologies, LeadMethod, and MicroD (the latter from Armory Capital) — expanding its capabilities in lead management, eCommerce, and planning-design-construction tools.
- lboTA Associates and ST6 form Revalize via acquisition of five companiesTA Associates and software operating executive group ST6 founded Revalize on June 29, 2021 by simultaneously acquiring five sector-specific software companies to create a new cloud-based manufacturing revenue-operations platform.
- acquisitionRevalize acquires PROCAD Group (announced November 2021, closed December 2021)Revalize announced a definitive agreement in November 2021 to acquire PROCAD Group — a Karlsruhe, Germany-based PLM/PDM provider formed from the merger of PROCAD, keytech, and ACATEC — expected to close in December 2021.
Headlines mentioning Revalize, Inc.
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.