Scale your fund with best in class partners and software
Your team shouldn’t be held back by manual work. Finley pairs powerful software with expert support so you can focus on raising and protecting capital—not chasing spreadsheets.
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Scale without sacrificing control
Loan administration doesn’t have to mean endless handoffs or offshore bottlenecks. With Finley, you get:
01.
A dedicated professional services team that works like an extension of yours
02.
Open end architecture that works with your existing finance back office
03.
AI copilots covering the loan lifecycle. Pre-close to post-close — KYC, onboarding, funds flow, notices, invoicing, register maintenance, amendments, and compliance tracking.
Your win
Audit-ready reporting that builds confidence with borrowers, co-lenders and other parties.
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Your single source of truth
Portfolio monitoring should give you insight, not more manual work. Finley centralizes:
- Positions, covenants, and exposures in one live system
- Exception tracking with clear accountability and history
- APIs and feeds that keep analytics and dashboards current
Trusted by operators in credit
Your fund gets a dedicated pod of US-based loan operations specialists with experience at tier-1 financial institutions and leading private credit funds.
They operate as an extension of your team, handling day-to-day loan administration through Finley’s platform while you keep full oversight. Every deal follows standardized, auditable workflows, reducing key-person risk and eliminating the variability that slows portfolios down.
This model blends institutional expertise with software precision, so your back office runs with the consistency and speed your portfolio demands.
This model blends institutional expertise with software precision, so your back office runs with the consistency and speed your portfolio demands.
Meet your Finley team
Capabilities at a glance
Pre-close
Credit agreement onboarding, funds flow design, KYC package management.
Close
Loan setup, register creation, initial disbursements, document repository.
Post-close
Interest accruals, invoices and notices, covenant monitoring, amendments, extensions, paydowns, and rollovers.
Your win
Anticipate risks before they escalate, accelerate reporting, and keep every team aligned on the same clean data.
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Why Funds choose Finley
Growing a fund means more loans, more complexity, and more pressure on your team. Finley combines modern software with expert services so you can scale operations without adding headcount.
Software + services together
A single platform plus specialized staffing built for private credit loan operations.
Fast time to value
Add loan servicing in weeks—no need to recruit, retrain, or rebuild systems.
End-to-end post-close workflows
Automate covenants, borrowing bases, and interest calculations, with built-in analytics and alerts.
Start with a walkthrough built for your needs
See how the platform works in practice. We’ll walk you through the core workflows and highlight how teams like yours put it into action.
