# Finley Technologies

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/finley-technologies

- Industry: Software
- Headquarters: San Francisco, US
- Website: www.finleycms.com
- Total disclosed funding: $25M
- Latest round: Series A (Nov 22, 2022)
- Investors on record: 7

## About

Founded in 2020 and based in California, US, Finley Technologies, Inc. operates an online platform that provides a solution for debt capital raise and management by managing credit facility compliance and task reporting. The company was founded by Josiah Tsui, Kevin Suh, and the CEO Jeremy Tsui. Mr. Tsui was a former member of the Special Situations Group at Goldman Sachs. In March 2026, Concord Servicing, LLC, a portfolio company of GTCR, acquired Finley Technologies, Inc. from Bain Capital, Y Combinator, Haystack, Nine Four Ventures, Twenty Two Ventures, CRV, and Upper90. Financial terms were not disclosed.


The company's product is an online solution for debt capital raised and management that supports task processing, automates due diligence, ensures compliance, and streamlines ongoing reporting with their capital providers. It allows users to manage credit facility compliance and reporting tasks without bringing on additional capital markets or data engineering personnel. The solution also automates debt capital operations that include borrowing base reporting & drawing requests and managing amendments, waivers, and other key documents.

The company's revenue is generated by the sales provided by the usage of their solution to various industries that includes finance, real estate, and transportation.

The company plans to accelerate its product development with early clients.

## Funding rounds

- Series A, Nov 22, 2022, $22M — CRV, Bain Capital, Y Combinator, Haystack, Nine Four Ventures, Upper90
- Seed, Jun 14, 2021, $3M — Bain Capital, Y Combinator, Haystack, Nine Four Ventures, Twenty Two Ventures

## Investors

- Bain Capital (https://capitalatlas.ai/funds/bain-capital) — Seed, Series A
- Y Combinator (https://capitalatlas.ai/funds/y-combinator) — Seed, Series A
- Haystack (https://capitalatlas.ai/funds/haystack) — Seed, Series A
- Nine Four Ventures (https://capitalatlas.ai/funds/nine-four-ventures) — Seed, Series A
- Twenty Two Ventures (https://capitalatlas.ai/funds/twenty-two-ventures) — Seed
- CRV (https://capitalatlas.ai/funds/crv) — Series A
- Upper90 (https://capitalatlas.ai/funds/upper90) — Series A