How do borrower and lender priorities differ when it comes to debt capital software?
Finley's software helps both borrowers and asset managers track their credit agreements, streamline workflows, and visualize key capital markets KPIs.
However, borrowers and asset managers have different priorities when it comes to managing debt capital. Borrowers want to ensure that they can maximize their capital access, conduct transactions efficiently, and track compliance with all their covenants. Asset managers must manage larger portfolios of debt capital, and need to centralize data from a far greater number of data sources.
Finley's core data integrations and collateral engine allow it to support both sides of asset-based transactions, but we know from experience and research that borrowers and lenders require different user interfaces (UIs) and capabilities.
Demo video launch: Finley for Asset Managers
Today, we're excited to unveil our latest 1-minute product demo video, which focuses on how Finley helps asset managers:
🔎 Automate and verify collateral calculations, using Finley's calculation agent and OCR technologies
📊 Examine portfolio trends, including collateral adequacy, vintage curves, and other key analytics
📅 Administer their portfolios effectively, via a borrower-lender portal that includes alerting and deliverable tracking
Check out the 1-minute product overview below: