Morningstar has announced the acquisitions of Lumonic, a private credit portfolio monitoring and management platform, and Dealview Technologies Limited (DealX), a provider of standardized U.S. commercial mortgage-backed security (CMBS) and global collateralized loan obligation (CLO) data.
Lumonic’s proprietary platform is purpose-built for private credit lenders, automating covenant compliance, financial tracking, and AI-driven portfolio analytics. This acquisition brings PitchBook, a Morningstar company, into the burgeoning portfolio monitoring space. It allows private credit investment professionals to manage and analyze their portfolios alongside PitchBook’s industry-leading private capital data. Lumonic will operate as a subsidiary of PitchBook, which will provide expanded support and resources while allowing Lumonic to stay committed to delivering innovative solutions that modernize credit portfolio workflows.
DealX brings extensive expertise in clean, standar
