Full-Time
Growth Associate
Posted on 9/26/2023
Finley Technologies
51-200 employees
Software for managing debt capital automation
Compensation Overview
$100k - $150k/yr
Junior, Mid
San Francisco, CA, USA + 1 more
More locations: New York, NY, USA
This is a hybrid role requiring some in-office presence, particularly in NYC.
- 2-3 years of finance experience
- Data-driven approach to outreach and evaluation of new opportunities
- Self-driven to add value and solve new challenges
- Excellent written and verbal communication skills
- Ability to drive conversations with prospects forward by identifying clear next steps
- Collaborative mindset and ability to challenge others without ego
- Research and map out the credit fund landscape for Finley’s core use-case and expansion use-cases
- Reach out to prospects and conduct conversations with executives at prospect accounts
- Independently scope engagements and manage the early stages of deal cycles
- Build a strong network and occasionally travel to meet prospects in-person or contribute to events we host in NYC
- Consistently meet or exceed monthly quota for generating qualified sales opportunities
Finley Technologies simplifies the process of raising and managing debt capital for businesses, particularly high-growth startups. Its platform automates essential tasks such as due diligence, compliance, and ongoing reporting to capital providers, ensuring companies have continuous access to funding necessary for their growth. Finley operates on a subscription-based software-as-a-service (SaaS) model, offering tools like credit agreement reports and funding requests that help businesses streamline their capital market operations. Unlike competitors, Finley provides a comprehensive suite of integrated tools that reduce the complexity of managing debt capital. The company's goal is to enable businesses to focus on growth and innovation by alleviating the burdens of financial management.
Company Size
51-200
Company Stage
Series A
Total Funding
$20.1M
Headquarters
San Francisco, California
Founded
2020
Simplify's Take
What believers are saying
- Private credit market expansion to $3.5 trillion by 2028 boosts demand for Finley's solutions.
- Rising regulatory scrutiny increases demand for automated compliance solutions in fintech.
- Digital transformation in finance aligns with Finley's cloud-based SaaS model.
What critics are saying
- Emerging fintech startups may erode Finley's market share with similar solutions.
- Rapid AI advancements may require significant R&D investment to keep Finley competitive.
- Economic downturns could reduce demand for debt capital management solutions, impacting revenue.
What makes Finley Technologies unique
- Finley automates due diligence, compliance, and reporting for debt capital management.
- The platform integrates seamlessly with existing systems for streamlined capital market operations.
- Finley's Verification Suite enhances accuracy in asset-based lending transactions.
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Growth & Insights and Company News
6 month growth
↑ 2%1 year growth
↓ -5%2 year growth
↑ 1%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
Today, Finley announced it has secured a $17 million Series A financing to expand its support for different types of debt capital and develop a new software offering for debt capital providers.
CRV led the round, and as part of the investment, James Green, general partner at CRV, will join Finley’s board.