Company Research Report: Finley Technologies, Inc.

Company Overview

• Name: Finley Technologies, Inc.

• Mission of the Company: Finley aims to accelerate the pace of capital by building capital markets tools that empower lenders, corporate borrowers, and banks, ensuring that debt capital functions more efficiently.

• Founded: 2020

• Founders: Jeremy Tsui, Kevin Suh, Josiah Tsui

• Key People in the Company:

• Eric Glyman: Chief Executive Officer, Ramp

• Callie Tausig: Capital Markets, Finley

• Geoffrey Eng: Capital Markets, Finley

• Headquarters: 2261 Market Street #5432 San Francisco, CA

• Number of Employees: 36 full-time team members

• Revenue: No information is available

• What is the Company Known For: Finley Technologies is known for its software that simplifies debt capital management for borrowers and asset managers by automating due diligence, ensuring compliance, and streamlining reporting.

Products

• Product Offerings:

• Platform: Provides automation, monitoring, and analysis for debt capital operations.

• Asset Verification: Ensures collateral data quality and consistency.

• Calculation Verification: Verifies borrowing base calculations in asset-backed lending.

• Fund Finance: Manages operations and compliance in fund finance.

• Funding Automation: Streamlines capital market operations and automates funding requests.

• Portfolio Analytics: Offers dashboards and insights for asset-backed lending.

• Syndicated Loans: Provides solutions for modern syndicated loan servicing.

• Security: Provides secure data handling practices.

• AI: Incorporates AI in data analysis, verification, and funding optimization.

• Key Features:

• Centralization of credit agreements and asset data

• Streamlined capital markets operations

• Knowledge management through a document repository

• Proactive portfolio management with analytics and alerts

• Advanced fund finance management

• Automation in funding and compliance tasks

• Configurable data checks and invoicing workflows

• Comprehensive analytics and alerting for asset performance

Recent Developments

• Recent Product Releases:

• January 2025 Release: Enhanced support for multiple collections accounts and improved event logging capabilities.

• December 2024 Release + Year in Review

• New Features Added to Existing Products:

• Enhanced platform to manage facilities with multiple collections accounts.

• Improved Event Logs for transparent operations.

• Streamlined receivable repurchases and transfers for better facility management.

• New Partnerships:

• Partnerships with Carmel Solutions, Metabase, Snowflake, Arc Technologies, and Marqeta.

• Other Developments:

• Continuous software improvements ensuring that Finley's software provides structured, predictable outcomes for users in debt capital management.

• Active pursuit of investment with over $20 million raised from venture capitalists like Y Combinator, Bain Capital Ventures, and CRV.

This document strictly contains information sourced from the provided data and aims to offer a comprehensive overview of Finley Technologies, Inc.'s market position and activities.