At Finley, we continuously enhance our software to streamline every aspect of debt capital management. By integrating complex data, workflows, and insights, we empower lenders and corporate borrowers to optimize their debt portfolios efficiently. Our innovative solutions simplify capital markets operations, making them more efficient and effective.
Here’s what we’ve released this month.
Self-Serve Reports
Finley now allows our customers to create custom dashboards built on their facility data. This new feature allows for dynamic, real-time data visualizations that update with every new Borrowing Base calculation.
Users can now access their data within the Finley portal to independently build their own charts and graphs. This feature provides full autonomy and control, enabling users to create various visualizations like strats tables, pie charts, line graphs, and more based on an automatically updated data set. Users can continuously tweak and adjust these visualizations to better understand their portfolio data.
This new functionality replaces the need to recreate multiple graphs and charts in PDFs and Excel files. Instead, users can use the Finley portal as a single window into their portfolio, making monitoring the risk and health of any facility easier.
Speak to your Finley representative for more information on our custom dashboards.
Strats Dashboard
For a more premium and hands-off experience, Finley can create a custom analytics dashboard on your behalf based on a predefined list of requests. Once configured, the dashboards will update automatically with every data upload provided to Finley, ensuring that users can access comprehensive, real-time data for the slices & dices that fit their needs. This premium service offers access to a customized dashboard with tailored analytics for our customers and can be updated in coordination with your Finley Representative.
Reach out to your Finley representative to see how this dashboard can be set up for you.
New and Improved Funding Request Workflow
Finley is unveiling a new and improved user interface for reviewing Funding Requests submitted within the Finley portal. Several new features will soon be introduced to streamline the review process and present information more clearly to lenders.
UI Improvements:
- Funding request summary page: This new page highlights key details of a funding request, serving as a quick reference point for users to understand its impact.
- Expanded funding impact overview: This detailed overview shows the pro forma impact of any set of funding requests on the Balance, Collections Account, and Borrowing Base Availability. Lenders can quickly assess whether the borrower has sufficient Borrowing Base Availability to support any combination of funding requests, facilitating easier corrections and/or approvals.
- Borrowing Base breakdown: Users can continue to see a detailed breakdown of the Borrowing Base used to inform the funding request, which gives a clear breakdown of every step to go from exposure to borrowing base across the applicable receivable and cash collateral.
- Collaboration: Users will soon be able to leave internal and external comments to facilitate the submission and approval of every funding request. This section also includes the event log, which captures all relevant actions related to the funding request to provide a comprehensive audit trail.
- Configurable payments: Finley now offers customers to set the benchmark rate, maturity and payment schedule for each draw request, and see the resulting expected interest, allowing users more flexibility to reflect how they interact with their facilities.
These enhancements ensure lenders can efficiently review and manage funding requests, making the decision-making process more informed and streamlined.
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!
