Forging Efficient Capital Partnerships
AI Enabled work-flows for seamless execution
AI Enabled Modelling
Finneo’s AI instantly underwrites deals, reducing errors and optimizing returns through precise, data-driven modeling.
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Minimize Work Load
Free your finance team’s time and leverage Finneo’s advisory platform to scale faster through efficient, tech-driven capital execution.
OMs in seconds
Finneo’s AI generates offering memorandums in seconds, analyzing hundreds of documents to produce accurate, investor-ready outputs instantly.
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Reduce Costs
Cut legal costs and reduce your finance/operations team’s workload by leveraging Finneo’s Advisors and Contract-AI for faster, more accurate document review and execution.
Capital Procurement
Finneo’s platform distributes OMs to vetted capital partners instantly, driving rapid engagement and securing optimal terms through real-time market intelligence and lender responsiveness.
Quick Closings
An AI-enabled, scalable solution that engages the entire deal team efficiently to ensure timely closings while reducing workload and execution burden.
Finneo: Reinventing the Entire Process
Work with our experienced team of Debt & Equity structured Finance Advisors
AI Enabled Instant OMs
Finneo leverages advanced AI technology to instantly generate institutional-grade Offering Memorandums by automating underwriting, financial modeling, and report creation. Our platform integrates proprietary analytics with third-party market data—such as cap rates, vacancy trends, rent growth, and comparable sales—to produce dynamic, data-driven presentations that reflect real-time market intelligence. This fusion of automation and intelligence enables faster execution, deeper insights, and greater transparency for every financing opportunity.
Deep Insights into Capital Providers
Finneo’s proprietary AI-powered capital tracking technology analyzes millions of loan records from land title offices in real time, identifying emerging lending patterns, active capital sources, and market shifts with unmatched speed and precision—giving clients a data-driven edge in sourcing and structuring optimal financing.
Every Lender Mapped
Finneo’s AI and proprietary data engine have mapped every lender across North America—capturing detailed insights on each institution’s key personnel, loan programs, pricing behavior, portfolio composition, and lending appetite. This granular intelligence enables Finneo to match every deal with the right capital source instantly, ensuring precise alignment between borrower objectives and lender mandates.
Transparent Access and Insights
Collaborate with our Advisory Team and leverage AI-powered market intelligence to see where competitors are placing loans. Discover new lending relationships with data-driven precision. In today’s hypercompetitive market, our LLM-enhanced insights bring clarity and transparency to every step of the lending landscape.
Deal closing time cut by 90%
Finneo’s AI-powered closing platform uses LLM-driven document intelligence to automatically classify, organize, and share key materials with lenders, legal teams, consultants, and other stakeholders—enabling seamless collaboration, real-time visibility, and stress-free closings.
Right Lender at the Right Time
Lender appetites change constantly. Finneo’s team leverages insights from thousands of lender interactions and industry conferences each year, combining these real-world relationships with AI-driven data mapping and LLM-powered analytics to precisely match deals, optimize capital structures, and streamline the entire debt sourcing process - we present deals to the right lenders and right time.
Source Optimal Financing
Empowered by advanced AI and LLM analytics, Finneo’s advisors work collaboratively and transparently with you to secure not only the most competitive rates and leverage, but also to structure tailored covenants and debt servicing solutions optimized for your specific transaction.
We manage full life cycle of the loans
Annual Loan Reviews
Collect/upload docs, liaise with lender, manage notification system for updates.
Advanced Reporting
Enhance portfolio efficiency, analyze data for trends, and mitigate debt management risks.
Quarterly Covenant Tracking
Audit rent rolls, financials, and covenants; ensure compliance without breaches.
Ongoing Loan Indexing
Aid finance, synthesize loan details, automate processes, and provide real-time updates.
Refinance Strategies
Identify early refinance candidates, assess capital costs, and analyze sell vs. refi.
Business Intelligence Dashboard
Finneo’s AI-powered Business Intelligence Dashboard delivers a visually optimized, data-rich overview of your entire real estate portfolio. Every loan, property, and financing metric is seamlessly integrated — from principal and interest trends to average rate analyses — and dynamically visualized through interactive charts, graphs, and geospatial mapping using Google Maps API. The platform’s intelligent analytics engine continuously interprets patterns across your debt structure, surfacing actionable insights on performance, risk exposure, and refinancing opportunities — all within an elegant, intuitive interface designed for institutional-grade portfolio management.
Construction Loan Management
Finneo’s AI-driven Construction Loan Management Dashboard delivers a fully optimized command center for monitoring and analyzing your development financing in real time. The system intelligently tracks and visualizes key metrics such as Loan-to-Value (LTV), Loan-to-Cost (LTC), interest margins, development yields, profit-on-cost, Return on Equity (ROE), and project-level IRR — all within dynamic, interactive charts and dashboards. By leveraging predictive analytics and smart data ingestion, the platform automatically identifies variances, stress scenarios, and optimization paths, empowering developers and asset managers to proactively manage capital efficiency, cost control, and returns across every stage of construction.
Portfolio Intelligence
Finneo’s AI-enabled Portfolio Intelligence Platform empowers clients to analyze, manage, and optimize complex debt structures across portfolios with blanket mortgages, cross-collateralized loans, and layered financing. The system automatically consolidates and harmonizes data from every loan and asset, tracking key parameters such as maturity schedules, covenants, interest rates, collateral utilization, and lender exposure. Through predictive modeling and machine learning, it highlights optimization opportunities, detects concentration risks, and delivers actionable insights to enhance liquidity, reduce cost of capital, and improve overall portfolio performance — all visualized in a unified, intuitive dashboard built for institutional-grade oversight.
Loan Management System
Finneo’s AI-enabled Loan Management System captures and organizes every granular aspect of each loan within your portfolio — transforming complex debt data into an intelligent, centralized command hub. The platform tracks all key parameters including loan covenants, maturity terms, rate structures, and compliance thresholds, while securely managing associated documents such as LOIs, commitment letters, valuation reports, borrower and guarantor summaries, insurance certificates, and tax reporting schedules. With smart tagging, automated reminders, and contextual analytics, Finneo ensures no covenant is missed, no renewal overlooked, and no document lost, providing clients with a fully optimized, audit-ready, and insight-driven loan administration experience.
Reporting & Analytics Suite
Finneo’s AI-optimized Reporting Engine transforms complex debt and portfolio data into institutional-grade insights and presentation-ready reports. Across every dimension — loan performance, covenant compliance, ownership structure, lender exposure, DSCRs, LTVs, maturities, and upcoming renewals — the platform delivers precision analytics through customizable dashboards, automated summaries, and exportable formats for partners, boards, and investors. Its AI engine continuously analyzes trends, highlights exceptions, and forecasts key risk and refinancing windows, ensuring clients stay proactive rather than reactive. Whether for internal management, lender communication, or investor reporting, Finneo’s intelligent reporting suite turns raw data into strategic, visually powerful business intelligence.
