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Finneo: Reinventing the Entire Process
Work with our experienced team of Debt & Equity structured Finance Advisors
Relationship-Based
Lending & Borrowing
Finneo's Experienced Team of Advisors and Underwriters will work in a transparent and tech-data enabled way to streamline your entire sourcing and funding process
Data Enabled Lender Insights
Along with assistance from our Advisory Team, you will have a login access to your entire OM, lender selection, offer management & funding and deal collaboration hub.
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Lender Cyclicality is Real
Our team attends hundreds of conferences each year, meeting and building relationships with key lenders. We combined the human element with cutting edge algorithms to bring efficiencies to debt sourcing process.
Transparent Access and Insights
Work with our Advisory Team to understand where your competitors are placing loans. Uncover new Lending Relationships. Lending market is hypercompetitive and we can help you demystify it for you in a transparent manner
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Source Optimal Financing
Our advisors will work with you in a transparent manner to not only source best rate and leverage but also optimal covenant and debt servicing structures.
Efficient Deal Closings
Finneo's loan closing AI tools will help you label, organize, and disseminate information to the Closing Team - lenders, consultants, lawyers and other 3rd parties in an efficient manner. Stay Organized and Avoid last minute closing headaches.
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Post Funding Tools
Finneo's Debt Management Platform will guide you at each and every step of the process to manage loan life cycle efficiently. Never miss a covenant and plan ahead with our Early-Refi Benefit Tools
Loan Portfolio
Management Services
Our advisors will set up beautiful dashboards to help you better navigate your debt, maturities, reporting and covenants. You will get the best in class Business Intelligence on your loans and portfolio.
Better Terms,
Faster Closings
Tech and Data Enabled Debt Advisory Platform
CIM Build Up
Automated Loan Summary Packages & Instant integration of market comps and data sets
Minimize Work Load
Free up Time for your Finance Team and use our Advisory Assistance to scale your business
Lender Selection
A Scientific and Data based approach to Lender Selection combined with our Relationships
CL Negotiation
Reduce your legal bills by using our Advisors and Contract-AI services
Offer Guidance
CRE Debt offers can be complicated. Use our Offer-AI Tools to navigate covenants better
PFC Management
Efficient way to engage the entire deal team to ensure timely closing and reduce burden
Debt Management Highlights
Annual Loan Reviews
Collect/upload docs, liaise with lender, manage notification system for updates.
Quarterly Covenant Tracking
Audit rent rolls, financials, and covenants; ensure compliance without breaches.
Refinance Strategies
Identify early refinance candidates, assess capital costs, and analyze sell vs. refi.
Advanced Reporting
Enhance portfolio efficiency, analyze data for trends, and mitigate debt management risks.
Ongoing Loan Indexing
Aid finance, synthesize loan details, automate processes, and provide real-time updates.