At Finley, we're always working to make managing your financial workflows easier and more efficient. This month, we're excited to spotlight our Digital Borrowing Base and Portfolio Monitoring Dashboard, useful for funds and other lenders managing many bespoke, custom Borrowing Base reports.
About Finley's digital borrowing base
Managing a portfolio means juggling countless Excel files in different formats, making it difficult to extract key data and compile a clear view of portfolio performance. We know how overwhelming it can be to capture Borrowing Base insights and create a portfolio-wide snapshot from bespoke files with custom templates and formats across all borrowers.
For many lenders, particularly those focused on extrapolating key data points from borrower-reported values, verifying each calculation isn’t always a top priority – getting data into a portfolio-wide aggregate view of insights is. However, a lack of control over borrower reporting formats has traditionally made this process cumbersome, requiring manual adjustments before data could be analyzed.
Previously, translating borrower reports into a standardized calculated Borrowing Base and in-app analytics was time-consuming. Now, Finley can automatically extract and standardize data from any format to easily identify the salient data points lenders care about in-app so that customers can focus on the analytics.
A smarter way to aggregate portfolio data
With Finley's Digital Borrowing Base and portfolio monitoring tooling, you'll have more visibility, control, and efficiency in managing your portfolio.
- Streamline data collection. Extract key details from borrower files into a standardized view with greater efficiency. No more jumping between different files—everything you need will be in one place.
- Gain portfolio-wide insights. Easily visualize performance across facilities in a structured, aggregated format. Stay ahead of your portfolio with a clear view of metrics that matter to your business.
- Move beyond spreadsheets. Transform borrowing base management with an intuitive digital experience. Click into any metric for quick access to detailed information, making it easy to take action faster.
What's next?
We're just getting started. Soon, you'll see even more enhancements to help you gain deeper insights and improve decision-making with a standardized, real-time view of your portfolio.
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!
