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About

How we help growing companies navigate capital markets

Our mission

At Finley, we're building software to accelerate the pace of capital, starting with tools for debt capital borrowers and providers.

Our vision

Many of today's most innovative companies rely on debt capital to reach their full potential. Across industries like finance, real estate, and transportation, debt capital can be the difference between hypergrowth and stagnation.

Yet capital providers and borrowers alike are stuck with legacy systems. That means slow transactions, disjointed processes, and limited visibility.

When our CEO Jeremy Tsui worked in finance, he saw that debt capital management can hold companies back—or give them a competitive advantage. It all depends on whether they have the right tools to manage their debt capital.

Finley simplifies debt capital raise and management. Our software helps growing companies automate due diligence, ensure compliance, and streamline ongoing reporting with their capital providers. By bringing best-in-class technologies to a decades-old space, our software helps innovative companies and their lenders spend less time on routine tasks and more time on what matters.

Our team

We're a team of finance and technology experts who believe that the next wave of industry-changing companies need smart capital management solutions in order to unlock growth.

Jeremy Tsui

Jeremy Tsui

Co-Founder, CEO

Jeremy was previously in the Special Situations Group at Goldman Sachs and worked in principal investing.

Kevin Suh

Kevin Suh

Co-Founder, CTO

Kevin was the first engineer at Nova Credit, where he helped build a global credit reporting platform from the ground up.

Josiah Tsui

Josiah Tsui

Co-Founder, COO

Josiah was previously in Business Development and Product Marketing at Palantir Technologies and Ironclad.

Dani Tian

Dani Tian

Software Engineer

Dani brings six years in fintech experience from Blend, where she helped scale the company from 20 to 500.

Vince Kuperavage

Vince Kuperavage

Software Engineer

Vince brings considerable experience in leadership, consulting, and data analysis in technical organizations.

Jennifer Batara

Jennifer Batara

Software Engineer

Jennifer is a software engineer passionate about making technology work for everyone.

Ping Ying Goh

Ping Ying Goh

Capital Markets

Ping, a former Partner in the financial services department of a leading Singapore law firm, brings broad experience in financing transactions.

Callie Tausig

Callie Tausig

Capital Markets

Callie brings experience in credit risk and lending solutions from her previous roles at J.P. Morgan's Investment Bank and Private Bank.

Wingate White

Wingate White

Capital Markets

Wingate has a diverse background in loan operations and credit risk management from his previous six years at Deutsche Bank.

Chris Bailey

Chris Bailey

Software Engineer

Chris brings more than 20 years of engineering experience focused on building high-quality technical solutions along with the teams that create and support them.

Sachin Raghunathan

Sachin Raghunathan

Software Engineer

Sachin brings experience designing and scaling web applications with a focus on building the right tools and experiences for clients.

Makarand Patwardhan

Makarand Patwardhan

Software Engineer

Makarand is a software engineering "generalist" who brings a diverse set of experiences from Microsoft, Facebook, HBO, and Twilio.

Jimmy Coben

Jimmy Coben

Sales

Jimmy brings enterprise, GTM, and scaling experience from Hyperscience and likes combining sales and creativity.

Jewel Chen

Jewel Chen

Product

Jewel is a native New Yorker and Product Manager who brings finance and product experience from Goldman Sachs and SentiLink.

Parker Lewis

Parker Lewis

Sales

Parker started his career in finance and consulting before transitioning into technology sales for startups.

Jon Yu

Jon Yu

Software Engineer

Jon was previously a Software Engineer at Google, where he worked on the Meet video conferencing platform and app.

Trey Cambere

Trey Cambere

Capital Markets

Trey was previously at Goldman Sachs, where he worked in Specialty Lending operations and Private Wealth Management Private Banking.

Kate Egan

Kate Egan

Customer Success

Kate brings extensive experience building, evolving, and scaling Customer Success teams from her time at Dext and Airtable.

Julia Ricketti

Julia Ricketti

Sales

Julia has a background in Business Development within the private equity space from her time at Catalant Technologies.

Greg Inouye

Greg Inouye

Software Engineer

Greg brings fintech software development experience from his previous work at a B2B neobank and is passionate about building scalable, user-focused software.

Dhanush Madabusi

Dhanush Madabusi

Software Engineer

Dhanush was formerly a Software Engineer at Standard Metrics, a portfolio management and investor relations software company.

Peter Gayhardt

Peter Gayhardt

Sales

Peter was previously in Investment Banking, where he had exposure to clients across the Financial Services vertical.

Justin King

Justin King

Sales

Justin is a people-first leader who has spent the past decade building sales teams at unicorn startups, including Lattice, Carta, and Funding Circle.

Jer Chung

Jer Chung

Marketing

Jer has a passion for unlocking efficient growth and getting from 0 to 1 through rigorous testing and optimization in building predictable revenue.

James Shen

James Shen

Software Engineer

James joins Finley as an engineer after building financial and consumer products from the ground up. Previously, he focused on investing and corporate finance.

Anthony Firenzi

Anthony Firenzi

Sales

Anthony brings software sales experience from Lattice and previously worked in lending, where he saw some of the challenges of debt capital management firsthand.

Geoffrey Eng

Geoffrey Eng

Account Management

Geoffrey has a diverse background in debt/equity underwriting and asset management, and solution engineering from his time working at ABP Capital and Blooma, Inc.

Michelle Kim

Michelle Kim

Solutions Engineer

Michelle brings implementation and financial technology expertise from Nova Credit, where she drove implementations for enterprise customers.

Caroline Fichthorn

Caroline Fichthorn

Sales

Caroline brings private market and technology experience from Carta, Pave, Parallel Markets, and Checkmate Equity.

Mary Fischetti

Mary Fischetti

Sales

Mary previously spent 2.5 years in Leveraged Finance at Citi, where she worked as an industry generalist on a number of debt transactions.

Alex Kagawa

Alex Kagawa

Business Operations & Strategy

Alex brings product and GTM experience from early-stage startups (two of which he co-founded and bootstrapped), enterprise sales, and early-stage investing.

Press coverage & industry mentions

"Finley closes $17M to turn 100-page debt capital agreements into software-managed code" by Christine Hall (TechCrunch), January 31, 2023

"Overview of Finley's Debt Capital Raise and Management Software: An Interview with CTO Kevin Suh" by the Dream Team Podcast (Spotify), October 10, 2022

"The Canadian Lenders Association Welcomes Finley Technologies, Inc. As An Approved Vendor" by the Canadian Lenders Association (LinkedIn), August 4, 2022

"GGV Capital Launches the SMBTech 50: Convenes 30+ VC firms to name top 50 startups that serve small and medium-sized businesses" by GGV Capital (PR Newswire), April 26, 2022

"Rise of the Next-Gen CFO: The Evolution of Finance's Role and Tech Stack" by Rajeev Dham, Jane Lee, and Aditya Reddy of Sapphire Ventures, April 19, 2022

Interview with Jeremy Tsui on Episode 116 of the Uncharted podcast, hosted by Poya Osgouei and Robby Allen, February 7, 2022

"The Next Generation of Private Market Exchanges" by David Haber of a16z in Future, December 16, 2021

"Embedded Lending — Our Thesis on SMB Lending, Enabling Infrastructure and the Opportunity to Unlock Access to Capital" by Lauren Weston of Thomvest Ventures, November 29, 2021

"Market Map: 240 Real Estate Technology Companies Transforming Today's Housing Market" by Nima Wedlake of Thomvest Ventures, October 26, 2021

"The Briefing: How Ramp raised $150M in debt financing from Goldman Sachs" by Alex Song, Head of Finance, Ramp in Ramp Blog, June 30, 2021

"Jeremy Tsui: The Adventurer Revolutionizing FinTech" by Michelangelo Pagliara and Dorian Simon at Venture Insider, June 15, 2021

"Exclusive: Finley Inks $3M To Streamline Debt Capital Management" by Christine Hall at Crunchbase, June 14, 2021

"Why Nine Four Ventures is Investing in Finley" by the Investment Team at Nine Four Ventures, June 14, 2021

Backed by top financial technology investors

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Learn more about debt capital

Product demo video: Finley for asset managers

Finley named to 2024 Fintech Innovation 50 list by GGV Capital

What are debt capital markets?

All information presented herein is for informational purposes only, and Finley Technologies, Inc. does not assume any liability for reliance on the information provided. Before making any decisions that may affect your business, you should consult a qualified professional advisor.

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