At Finley, we’re dedicated to streamlining every step of debt capital management. From integrating disparate datasets to helping optimize portfolio performance, we’re creating software that enables all lenders and corporate borrowers to simplify the way they manage their capital markets operations.
Here’s what we’ve released this month.
Data Pipeline Monitor
Finley’s first-to-industry Data Pipeline feature gives customers real-time visibility into every step of converting raw data tapes into finalized Borrowing Base metrics. It’s now easy for our customers to monitor the progress of their data transformation, including live and active pipeline runs. Users can also review historical runs from older reporting dates and download all associated files directly from the Data Pipeline page.
Customers can simply submit their tapes and watch as the pipeline updates in real time. This feature also enhances data-related issue resolution by providing insights into the missing inputs needed to complete a full pipeline run and detailed information on any errors that occur at any step.
Deliverables
Finley is unveiling an upgraded Deliverables view. This portal is a continuous, integrated to-do list that tracks all reporting deadlines and helps users review all steps required to prepare a monthly servicer report.
With this release, customers can easily:
- Track each specific input required for an upcoming report. If we already have the required input, like a data tape on file, we’ll have them pre-loaded for you.
- Receive automated email reminders for upcoming deadlines.
- Upload reporting inputs directly into the app and see live status updates on outstanding steps required to generate a final report.
- Automate your final reports with the ability to confirm all calculations and preview reports before submitting the version for your Capital Provider to review.
If you want to access this upgraded page, please contact your Finley representative.
Portfolio Insights
The upgraded Finley home page now offers a high-level summary of your entire portfolio. Customers can view an aggregate snapshot across all their facilities, with both facility-specific and aggregate values for the latest commitment amount, outstanding balance, utilization rates, Borrowing Base, and more.
Borrowers will be able to view the total collateral exposure remaining on the balance sheet, and how much is eligible across their facilities to know quickly how much effective funding capacity is available.
In addition to being able to view facility-level information, lenders will be able to view aggregate statistics, including commitment amounts, outstanding balances, and utilization rates.
Customers also have the ability to upgrade to customized portfolio-level stratifications, which allow them to view aggregated collateral insights, like delinquency by industry or state, across their facilities.
Contact your Finley representative to learn more about these new features and how they can benefit your operations.
Learn more
Finley is committed to helping private credit borrowers and asset managers streamline and monitor asset-backed loans. From tracking covenants and deliverables to assembling funding requests and analyzing asset performance, our software provides peace of mind in debt capital management. For more information, check out our Product page.
If you want to learn more about how Finley can help streamline your debt capital raise and management, schedule a demo today. We'd love to chat!
