Finley Technologies, Inc.

"For clients with large file sizes, tying out borrowing bases can be very time-consuming, and if you make an error, that can set you back on your whole week." Here's Capital Markets team member Steven Wolfson on the operational challenges of credit facility management, and how Finley's software automates the management of asset-backed loans. To learn more, visit our newly redesigned website!

Why join Finley after working in accounting and finance? Capital Markets team member Larry Yee provides his perspective here!

Skate to Where the Puck is Going: Asset-Based Lending (ABL) allocations by institutional investors will rise dramatically over the coming decade as a huge percentage of the asset class shifts from banks and private markets. The little kid on the private lending block is all grown up now, as ABL is taking center stage with Direct Lending. A smart alpha strategy for capital allocators is to craft a portfolio of top performing managers across the Private Credit spectrum (Direct Lending, ABL, Opportunistic Credit) that can deliver strong, repeatable results. ABL is a $40T TAM, much larger in size than most imagine. Most portfolios are tied to corporate risk as the majority of portfolios are comprised of Public Equity market risk, Private Equity risk (LBO, Growth, VC) and Corporate Direct Lending. ABL offers diversification and low correlation to the equity markets. Pension plans, insurance companies and endowments/foundations and their consultants are cleverly re-evaluating their portfolios to build a more diversified, better insulated Private Credit portfolio, and part of this solution requires a greater allocation to ABL as this strategy has historically exhibited high absolute returns plus it has lower volatility when compared to the equity markets. Pension & Investment News just published a lead article of my interview covered by Lydia Tomkiw - I greatly enjoyed our engaging conversation:

🚀 Check out our latest monthly product release, which includes Self-Serve Custom Analysis, Strats Dashboards, and a new Funding Request Workflow. 👏 Cheers to Kevin Suh and the Engineering team for all the product momentum!!! https://lnkd.in/g-84Jziu

👋 Welcome to the team, Mark Haghani!! 🤩 Mark recently graduated from Loyola Marymount University, having completed degrees from the University of Pennsylvania before. He was recruited to play D1 golf for both universities and went on to captain the Penn golf team. Prior to Finley, Mark interned as a developer for two other startups (Fintech and Soccer Analytics) and for Amazon Robotics. In his spare time, he enjoys playing soccer, chess, climbing, and watching movies. 💡 Here's Mark on why he joined Finley: "Finley is in a really exciting phase as a company and is on its way to becoming the industry’s standard for private debt capital management. By partnering with both private companies and lenders, Finley is saving teams hundreds of hours each year, allowing them to focus more time on building value. It’s motivating to be joining a company that empowers other entrepreneurs in the private sector. Another exciting aspect about Finley is how integral and valued its engineers are. The world-class engineering team and environment that Kevin, Josiah, and Jeremy have cultivated at Finley makes it the perfect place to begin my career."

💡 Building mission-critical software requires close collaboration with customers. Here's team member Katie Briggs on how the product feedback loop looks at Finley!

💡 How has Finley's software evolved to handle customers that process millions of rows of loan data each day? Here's CTO Kevin Suh on the data processing challenges that the Engineering team has overcome!

For team member Trey Cambere, helping customers maximize access to capital is one of the most empowering parts of the role. Learn more below!

💸 Borrowers with asset-backed loans often need to submit draw requests to access their capital. Here's Callie Tausig on how Finley's one-click funding request capability saves customers dozens of hours a week.

"One exciting industry trend is the growth of debt or private credit. Even as venture investing pulls back, debt continues to expand." - Finley Technologies, Inc.'s Jeremy Tsui on the TWIF Podcast https://lnkd.in/e29qcQJP