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.
​
​
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.
​
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.
.png)
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.
