Finley Technologies

Debt capital software

finleycms.com

Enterprise evidence

Insufficient enterprise evidence

Public information covers access controls, auditability. Still unresolved: security assurance, sso & provisioning, data handling.

3 official sources · Fresh page review · Not independently tested

Sources reviewed 2026-10-16

2 / 7 areas with published evidence · 0 independently verified

Evidence & checks
Security assuranceNot found

Before relying on it
Request the current audit report, scope, exceptions and expiry; confirm the vendor entity.

SSO & provisioningNot found

Before relying on it
Test SSO enforcement, user removal and privileged-account recovery.

Access controlsCompany-published
Role-based access, SSO support, encryption in transit and at rest, and complete audit logs.Reviewed 2026-10-16View source

Before relying on it
Test least-privilege roles and cross-tenant access with separate test accounts.

AuditabilityCompany-published
The application contains timestamped audit logs to ensure that all access and actions can be monitored and verified.Reviewed 2026-10-16View source
Monitor covenants, store obligations, and keep deliverables on schedule with maker/checker approvals and audit logs.Reviewed 2026-10-16View source

Before relying on it
Verify administrative and data-access events, retention and export.

Data handlingNot found

Before relying on it
Review DPA, subprocessors, retention, deletion, residency and AI training use.

Reliability & supportNot found

Before relying on it
Request SLA, incident history, recovery targets and support escalation terms.

Product effectivenessNot found

Before relying on it
Run a representative pilot against your current workflow; measure errors, missed cases, time saved and human review cost.

Published claims are not verified controls. No hands-on performance or security testing has been performed.

What we know

Post-origination loan platform used by Valley Bank and Trinity Capital for borrowing-base and covenant monitoring.

Worth asking

What is the platform's capability for handling multi-currency and cross-jurisdictional covenant nuances in complex syndicated facilities?

Sources

Evidence details

Enterprise controls

Enterprise claims found; security controls are unconfirmed.

Developer access

API availability has not been verified.

Last checked Oct 16, 2026

Company-published evidence, not an independent audit. Unknown means unverified.