Fundraising Fox

Finley

YC W21 ↗

San Francisco, US · Founded 2021 · 32 employees · Acquired · 6 known investors

finleycms.com ↗

Finley provides software to banks and asset managers that automates debt capital management, due diligence, compliance, and reporting for asset-backed finance, private credit, and structured finance. Following its 2026 integration with Concord, the platform expanded to offer backup servicing, collateral management, and fund administration across the deal lifecycle.

Enterprise SoftwareFintechSaaSEnterprisein /finleytechnologies/@finley_cmsycombinator.com ↗

Founders & leadership· Y Combinator alumni (W21)

JTJeremy Tsui
Jeremy TsuiinFounder
KSKevin Suh
Kevin Suhin𝕏Founder
JTJosiah Tsui
Josiah TsuiinFounder
JG
James GreenDirector

Investors · 6

CRV (Charles River Ventures)Bay Area · $250K – $5M
Upper90Providence · $5M – $25M
Y CombinatorSan Francisco · $500K
Bain Capital VenturesreportedBoston · $1M – $100M
HaystackreportedSan Francisco · $1M – $3M
Twenty Two VenturesreportedPalo Alto · $50K – $250K

Reported raises · per SEC filings

Form D private placements
▶$22MraisedFeb 2023 · 60 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Jeremy TsuiExecutive Officer, Director, Promoter
  • James GreenDirector
  • Josiah TsuiDirector, Promoter
Offering amount
$22M
Amount sold
$22M
First sale
Nov 2022
Incorporated
Corporation, Delaware, 2020
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

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