software loans

also referred to as: software loan

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jul 26, 2021 by Doug Ostrover · across every show →

Everything said about software loans, oldest first

Jul 26, 2021 bullish
Assertion Not checkable as stated
Every Owl Rock Software Loan Is Meeting or Beating Underwriting Targets
“Every single software loan that we've made is hitting or exceeding its underwriting case, and that's coming through the pandemic.”
Doug Ostrover Jul 26, 2021 ▶ 31:07 Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)
Mar 30, 2026 bearish
Assertion Supported
JPMorgan Chase marked down valuations on some software loans
“JP Morgan marked down some software loans as far as their bank lender.”
Kieran Goodwin Mar 30, 2026 ▶ 43:46 Kieran Goodwin – Private Credit Concerns (EP.494)
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