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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 advisors and underwriters combine deep expertise with AI-driven data intelligence to bring full transparency and streamline every step of your sourcing and funding process.
Data Enabled Lender Insights
With the support of our Advisory Team, you’ll gain secure login access to an AI-powered deal platform - featuring your complete OM, intelligent lender matching, automated offer management, funding workflows, and a collaborative hub driven by advanced LLMs.
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Lender Cyclicality is Real
Our team leverages insights from hundreds of lender interactions and conferences each year, combining these real-world relationships with advanced AI algorithms and LLM-powered analytics to streamline and optimize the entire debt sourcing process.
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.
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Source Optimal Financing
Our advisors, empowered by advanced AI and LLM analytics, work with you transparently to source not just the best rates and leverage, but also to design optimal covenants and debt servicing structures tailored to your deal.
Efficient Deal Closings
Finneo’s AI-powered closing tools leverage LLM-driven document intelligence to automatically label, organize, and distribute critical information to lenders, consultants, lawyers, and other third parties - ensuring seamless collaboration and eliminating last-minute closing headaches.
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Post Funding Tools
Finneo’s AI-driven Debt Management Platform intelligently guides you through every stage of the loan life cycle. With LLM-powered covenant tracking and predictive Early-Refi Benefit Tools, you’ll never miss a covenant and can plan refinancing strategies well in advance.
Loan Portfolio
Management Services
Our advisors will build AI-powered, interactive dashboards that give you a clear view of your debt, maturities, reporting, and covenants. With LLM-driven analytics, you’ll gain best-in-class business intelligence on your loans and portfolio performance.
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.