Finley Technologies
Debt capital software
finleycms.comEnterprise evidence
Insufficient enterprise evidencePublic 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.