Finley for Credit Funds
Streamline operations and manage portfolio risk with Finley's credit facility management software.
Track Every Detail of Your Portfolio
One Platform, All Debt Types
Everything in Finley starts with the Digital Credit Agreement: a structured data model that captures all the key fields of your loans.
Whether you're monitoring asset-based loans or club loans with multiple stakeholders, Finley ensures that you're staying on top of all obligations and risks.
Whether you're monitoring asset-based loans or club loans with multiple stakeholders, Finley ensures that you're staying on top of all obligations and risks.
Centralize Servicing and Monitoring
Bring key documents, data tapes, and reports into one system, creating a central source of truth.
Automatically calculate interest rates across facilities and lenders.
Monitor trends across borrowers, vintages, and asset classes. Never miss an update.
Automatically calculate interest rates across facilities and lenders.
Monitor trends across borrowers, vintages, and asset classes. Never miss an update.
Work Smarter with Borrowers and Co-Lenders
Ensure transparent lender-borrower and lender-lender relationships by using Finley's document repository, covenant compliance, and funding workflow capabilities.
Receive email and Slack alerts when deliverables or other compliance tasks require your attention.
Receive email and Slack alerts when deliverables or other compliance tasks require your attention.
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.
"Switch On" Your Credit Agreements
Finley's Digital Credit Agreement capability turns your unstructured data into structured data, enabling you to "switch on" credit facility operations.
- Quickly understand and track your credit agreement obligations.
- Pull from external sources of information, such as interest rate benchmarks.
- Establish a central database for key documents and reports.
Centralize Fund Operations
Automate routine workflows ranging from funding request administration to invoice generation. Review all borrower information in one system.
- Maintain a centralized audit log and ledger.
- Leverage our two-way funding request portal, which includes digital Borrowing Bases and Asset Verification.
- Calculate and distribute invoices with a few clicks.
Monitor Portfolio Risk in Real Time
Maintain a 360-degree view of borrower, compliance, and other types of risk with Finley's Deliverables and Insights capabilities.
- Monitor trends across borrowers, vintages, and asset classes.
- Leverage Finley's datalake for data analysis, visualization, and alerting.
- Create and save configurable queries for strats analysis.
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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
