Finley for Credit Funds
Manage funding, data, and risk across your portfolio of borrowers with Finley's calculation and verification suite.
Track Every Detail of Your Portfolio
Monitor Your Portfolio Details
Quickly see key credit agreement terms and conditions with Finley's digital credit agreement.
Plus, ensure collateral adequacy by ensuring borrower data passes QA checks. See whether eligibility and concentration limits have been calculated correctly.
Plus, ensure collateral adequacy by ensuring borrower data passes QA checks. See whether eligibility and concentration limits have been calculated correctly.
Funding Request and Deliverable Management
Review and execute funding requests from borrowers with a few clicks. Maintain a centralized audit log and ledger.
Stay on top of all upcoming borrower deliverables. Build and maintain a comprehensive document repository.
Stay on top of all upcoming borrower deliverables. Build and maintain a comprehensive document repository.
Smart Alerts and Dashboards
Manage your portfolio proactively. Monitor trends across borrowers, vintages, and asset classes.
Never miss an update. Receive e-mail and Slack alerts when credit facility KPIs exceed predefined thresholds
Never miss an update. Receive e-mail and Slack alerts when credit facility KPIs exceed predefined thresholds
Watch a 1-Minute Product Overview
View a 1-minute video walkthrough of Finley's key Asset Manager capabilities, including Asset Verification, Calculation Verification, Funding Requests, and Portfolio Insights.
Comprehensive Portfolio Management
Manage your portfolio proactively. Monitor trends across borrowers, vintages, and asset classes
- Central datalake establishes foundation for analysis
- Built-in data visualizations and alerting
- Configurable queries for strats and other performance metrics
Funding Request Administration
Review and execute funding requests from borrowers with a few clicks. Maintain a centralized audit log and ledger.
- Two-way funding request portal
- Digital borrowing base with asset and calculation verification
- Data and document repository for central knowledge management
Covenant and Deliverable Tracking
Stay on top of all upcoming borrower deliverables. Build and maintain a comprehensive document repository.
- Central data and document repository to ensure full auditability
- Automated alerting for covenant compliance
- Two-way portal for improved communication and borrower experience
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Customer Spotlight
“When we looked for off-the-shelf software solutions that could meet our needs, we couldn’t find one that could handle the nuances of our credit agreement. Finley helps us minimize risk and saves our finance and engineering teams dozens of hours a month.”
Eric Glyman
Chief Executive Officer, Ramp
