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Industries
Data & Analytics
Enterprise Software
Fintech
Financial Services
Company Size
11-50
Company Stage
Series A
Total Funding
$20.1M
Headquarters
San Francisco, California
Founded
2020
Finley Technologies offers a subscription-based SaaS platform that automates debt capital management for high-growth startups. The software handles due diligence, compliance, and ongoing reporting for lenders, with features like credit agreement reports, funding requests, and receivable assignments, integrated with a company’s existing tools. It operates as a cloud-based system that streamlines workflows and continuously surfaces required information to capital providers to speed funding. The company differentiates itself by delivering end-to-end automation for debt financing and serving marquee customers whose debt totals exceed $2 billion, aiming to reduce manual work and complexity in capital markets so startups can focus on growth.
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Total Funding
$20.1M
Above
Industry Average
Funded Over
3 Rounds
Industry standards
Remote Work Options
Flexible Work Hours
Health Insurance
401(k) Retirement Plan
Concord, the leading provider of credit administration servicing and software for specialty finance markets, today announced the acquisition of Finley Techno...
Concord, a credit administration provider, has acquired Finley Technologies, a provider of credit facility management software for banks, asset managers and corporate borrowers. Financial terms were not disclosed. The acquisition adds Finley's Credit Management System, which automates borrowing base calculations, covenant compliance monitoring and investor reporting for credit facilities and warehouse lines, to Concord's capital markets platform. Finley founder Jeremy Tsui will join Concord as Managing Director, Capital Markets. Concord administers over $60 billion in assets and supports more than 5 million accounts. The company is backed by private equity firm GTCR. Finley was founded in 2020 and is based in San Francisco. The combined platform will integrate Finley's software with Concord's servicing operations to deliver a unified capital markets solution.
SAN FRANCISCO, May 21, 2025 /PRNewswire/ -- Finley, a leading provider of debt capital software solutions, today announced the launch of its enhanced Monthly Servicer Reporting (MSR) capabilities, designed to eliminate the logistical and technological hurdles faced by corporate borrowers, particularly those with warehouse facilities. This new capability directly addresses the most difficult parts of MSR generation and management: collaboration, data management, and knowledge management.According to BNY, the market for private credit has grown tenfold over the past 15 years, and is projected to reach $3.5 trillion by 2028. In private credit transactions that are asset-based, MSRs are a crucial yet error-prone of the lender-borrower relationship. MSR assembly and verification requires meticulous data aggregation from disparate sources, complex calculations derived from credit agreements, and extensive review."For over four years, we've worked closely with Finance teams to identify the most challenging aspects of MSR generation and tracking," said Jeremy Tsui, CEO of Finley. "Our new MSR capabilities take everything we've learned and put it into a product form. Now Capital Markets and Finance teams can have the modern collaboration, file management, and data analysis capabilities that teams like Sales and Engineering have come to take for granted."Solving the MSR Coordination ChallengeFinley's MSR capability is integrated into its Deliverables module, providing a centralized hub for all MSR needs
Valley Bank partners with Finley Technologies to launch Credit Management System.
The product allows banks and credit funds to programmatically verify the accuracy of asset data and borrowing base calculationsSAN FRANCISCO, April 8, 2024 /PRNewswire/ -- Today, Finley, the leading debt capital management platform for borrowers and asset managers, announced the launch of the Finley Verification Suite, a set of capabilities that enables lenders in asset-backed lending (ABL) arrangements to verify the accuracy of borrower asset data and calculations."Today's asset managers tend to rely on spot checks or manual review to make sure that debt transactions are in line with credit agreements. But that leaves an unacceptable amount of room for error," said Finley co-founder and CEO Jeremy Tsui. "Finley's Verification Suite automatically runs thousands of checks on borrower data as soon as it arrives. It flags inconsistencies to asset managers so they can protect their investments."Finley, a debt capital software company, announces a Verification Suite for private credit lenders. Post thisFinley's new offering enables asset managers to manage their asset-backed loans more effectively by automatically flagging calculation inaccuracies or inconsistencies in datasets, whether those datasets represent real assets or receivables.Building on Finley's borrower-facing automation platform, which includes a Digital Credit Agreement, Funding Request Automation, and Insights, the Verification Suite gives asset managers peace of mind around questions like:Is the borrower's collateral sufficient for this funding request?Does the asset data recorded in this loan tape match the data from source documents, such as appraisal documents or invoices?Have all the borrowing base calculations in this funding request been checked against the stipulations of the credit agreement?"We're bringing modern data concepts, such as data centralization and consistency over time, to asset-backed finance," said Kevin Suh, Finley co-founder and CTO. "Our Verification Suite delivers instant feedback that can help protect borrowers and lenders in high-stakes asset-backed transactions
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Industries
Data & Analytics
Enterprise Software
Fintech
Financial Services
Company Size
11-50
Company Stage
Series A
Total Funding
$20.1M
Headquarters
San Francisco, California
Founded
2020
Find jobs on Simplify and start your career today