Safewaterline Intelligence

Every GPU loan in the public record, read and kept current.

Who borrows against GPUs and power equipment, from whom and on what terms, read from SEC filings and checked against the quoted text. What a GPU is worth by model and age, from public listings and sales. A sample facility with its covenants, month by month.

Free with a work email. No card, no call.

What is inside

One asset class at a time, GPUs or power equipment

Companies

Every company read

Its facilities split by collateral, what is disclosed and how many filings were read. Tick a set and it follows you through the other panes.

Lenders

Who lends to whom

Borrowers down, kinds of lender across, each cell the disclosed size of that borrower's facilities with that kind. Click a cell for the names.

Values

What a GPU is worth to a lender

Fair value, orderly sale, forced sale and the advance against it, by model and age, drawn beside published index prices. The on-demand rate month by month.

Borrowers

Three side by side

Up to three companies compared, each over its own facilities in the class: disclosed size, rates, maturities and who lends.

Facility

A sample facility, month by month

Modelled on a real agreement: covenants today and at any horizon, what-if cards, the borrowing base, loan against collateral and the rules that apply. Every number marked sample.

Risk

Scores with their reasons

By model and by fleet type: obsolescence, resale depth, enforcement and counterparty, each with why.

How it is read

Public filings, quote-checked. Market level only.

From the filing, not a form

Each facility is read by software from the SEC filing that disclosed it, then checked against the quoted text. Corrections are welcome.

The firewall

Deal level data from the Safewaterline credit desk never enters the portal. Your facility never becomes a published number.

Estimates, not appraisals

Values are opinions about a class of asset on a date, built from public listings and published index prices. A Safewaterline appraisal is made unit by unit and is something else.

207

facilities in the register

14

borrowers, from SEC filings

$146B

of disclosed facility size

As of 8 November 2026.

See the register

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