What they say they do
Finley describes loan administration software and services for private credit funds and banks, covering balances, accruals, notices, KYC and money movement, with visibility into covenant compliance.
Capabilities
- loan admin · source: www.finleycms.com
- covenant tests · source: www.finleycms.com
- kyc requests · source: www.finleycms.com
Use cases this maps to
- PCT-007 Don't trust the compliance cert: re-run the covenant math from the monthly pack, automatically via loan admin, covenant tests
- PCT-071 Every borrower's quarterly pack, spread into one monitoring model: covenant headroom tracked quarter by quarter via covenant tests
- PCT-073 Recurring revenue loan: test ARR leverage and minimum liquidity, and check whether the borrower can flip to EBITDA via covenant tests
- PCT-074 Amendment or waiver request in: what is being asked, who has to consent, and what it does to the covenant via covenant tests
- PCT-075 Agent notices against your book: interest, rate fixings, amortization and fees reconciled before cash lands via loan admin
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