SAN FRANCISCO — Finley, a provider of debt capital software solutions, has launched enhanced Monthly Servicer Reporting (MSR) capabilities to streamline asset-based lending transactions and reduce the burden on corporate finance teams.
The new functionality, announced May 21, is integrated into Finley’s Deliverables module and aims to solve challenges in collaboration, data management and knowledge sharing during MSR preparation.
“With this launch, capital markets and finance teams now have access to the kind of modern collaboration and data tools that sales and engineering teams already use,” said Jeremy Tsui, CEO of Finley.
MSRs are a critical but error-prone part of private credit transactions, especially for borrowers with warehouse facilities. Preparing these reports often requires 14 to 16 input files with specific formatting and close coordination across departments.
Finley’s platform guides users through file generation with detailed specifications and “data dictionaries” to ease collaboration between finance, data and engineering teams. The system also offers real-time tracking, versioning, and a centralized dashboard for submissions, files, and analytics.
By automating these processes, Finley says it reduces manual labor and risk while enabling secure storage and in-app analysis of MSR data. The software is designed to help borrowers and lenders establish stronger trust and shift focus to strategic tasks like capital allocation and portfolio optimization.
Finley’s software is used by clients such as Valley Bank, Ramp and Trinity Capital. The company is backed by CRV, Bain Capital Ventures, Y Combinator and other venture investors.
