Finley Knowledge Base
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    • Getting Started with Finley
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Executing a Funding Request

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Last updated 2 years ago

Instructions

To seamlessly make a funding request to your provider, you can navigate to the Funding Requests page on the left. If you have no other funding requests in progress, you can select the option to initiate a funding request. Finley will incorporate the latest available financial data as the key components to the funding request.

On the next page, you can find Finley's suggested request based on your borrowing base. You can use the sliders to adjust this request, which will stay in line with what’s permitted according to the borrowing base calculations. You can also adjust for recycling and reinvestment of cash, as well as the paydown of your facility.

Once these steps have been completed, you can review and submit the funding request on the following pages. For a more detailed overview of how the process works, you can visit the section.

Funding Requests
Submitting a Funding Request