Full automation. Zero fragmentation.

Full automation. Zero fragmentation.

Operate crowdfunding marketplaces, fund management operations or private capital platforms through our intelligent white-label software solution.

From onboarding and compliance to payments, investor management and reporting, every critical process operates within a single connected infrastructure.

Operate crowdfunding marketplaces, fund management operations or private capital platforms through our intelligent white-label software solution.

From onboarding and compliance to payments, investor management and reporting, every critical process operates within a single connected infrastructure.

Schedule a 30 min intro call

Schedule a 30 min intro call

Schedule a 30 min intro call

Schedule a 30 min intro call

Schedule a 30 min intro call

Schedule a 30 min intro call

Book a personal demo

Book a personal demo

Why clients choose Fininly

Eliminate development costs and benefit from secure, scalable software that delivers an exceptional user experience.

Fininly provides the platform and infrastructure layer, allowing your team to focus on growth, investor relationships and market positioning instead of (re)building complex fintech operations.

Eliminate development costs

Avoid building and maintaining complex technical infrastructure internally.

Accelerate time-to-market

Launch new investment products, funds and marketplaces significantly faster.

Improve user experience

Give investors and admin a seamless, professional and consistent platform experience.

Scale up with confidence

Grow without adding disconnected systems, manual processes or operational complexity.

Solution selection

What are you operating?

Run your entire financial operation from one secure and configurable environment.

Solution selection

What are you operating?

Run your entire financial operation from one secure and configurable environment.

Crowdfunding

SME project funding

For peer-to-peer crowd financing through marketplace-base investor participation.

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SME project funding

Revenue sharing

For investment products where investors participate in future revenues or cashflowes.

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Revenue sharing

Convertable loans

For loan-based investments that may convert into equity or another instrument later.

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Convertable loans

Fund management

Participation funds

For real-estate, rpivate equity or alternative investment funds issuing participations.

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Participation funds

Debt funds

For private debt, lending, mortgage or bridge-finance funds managing investor capital

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Debt funds

Bond funds

For bond-based structures requiring subscriptions, coupon payments and redemprion workflows.

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Bond funds

Private capital

Private placements

For selected investor offerings with controlled access, documentation and subscription flows.

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Private placements

SPV raising

For individual assets or transactions structured through a dedicated investment vehicle.

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SPV raising

Professional environment

For exclusive opportunities offered to family offices and high-net-worth investor networks.

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Professional environment

Features

We have thefeatures that matter

The feature set is broad, but the goal is simple: connect every critical process in the investment lifecycle.

Admin portal and configuration

Investor widget dashboard

Task-based interface

Role and rights environment

Account masquerading

End-to-end KYC & KYB orchestration

Investor classification

Dynamic onboarding journeys

Unlimited languages

Project lifecycle management

Repayment scheduling engine

White-label branding

Document e-signing

Regulatory rule engine

Application approval workflows

Governance structures

Multi-channel notification centre

Loan administration and calculation logic

Automated repayments into wallets

CRM and marketing tooling

Monetisation intake flows

Loan structuring engine

Real-time investment processing

Full audit trail

Admin portal and configuration

Investor widget dashboard

Task-based interface

Role and rights environment

Account masquerading

End-to-end KYC & KYB orchestration

Investor classification

Dynamic onboarding journeys

Unlimited languages

Project lifecycle management

Repayment scheduling engine

White-label branding

Document e-signing

Regulatory rule engine

Application approval workflows

Governance structures

Multi-channel notification centre

Loan administration and calculation logic

Automated repayments into wallets

CRM and marketing tooling

Monetisation intake flows

Loan structuring engine

Real-time investment processing

Full audit trail

See all features

See all features

Replace fragmented tools with one white-label platform.

Schedule a 30-minute intro call to explore how Fininly can support your financial marketplace or platform operation.

Schedule a 30 min intro call

Schedule a 30 min intro call

Schedule a 30 min intro call

Schedule a 30 min intro call

Schedule a 30 min intro call

Schedule a 30 min intro call

Use cases

Customer Spotlight

Simple plans for founders and teams. No contracts, no hidden fees. Upgrade, downgrade, or cancel anytime.

Atlas Labs

We used Makro to finally understand our cash position without spreadsheets. Forecasts that used to take hours now update automatically, and the insights helped us delay a hire and extend runway by months.

Founder & CEO

Alex Morgan

Automated operations

$150-250k

Built for regulation

Cashflow forecasting, expense control, runway planning

Northway Studio

We replaced our manual cash tracking with Makro in the first week. What used to live across multiple spreadsheets is now one clear source of truth. It changed how confident we feel making hiring and pricing decisions.

Founder & CEO

Daniel Reed

Automated operations

$80–120k

Built for regulation

Cashflow visibility, budget planning, decision support

Brightline Tech

Makro helped us spot cash gaps early and act before they became a problem. The forecasting alone paid for itself — we avoided a costly mistake and aligned spending with real runway instead of guesses.

Founder & CEO

Emily Carter

Automated operations

$200–350k

Built for regulation

Cashflow forecasting, risk prevention, runway monitoring

Kinetic Agency

Before Makro, we were flying blind between invoices and expenses. Now we see exactly how long our runway is and what each decision does to it. It’s become part of our weekly leadership routine.

Managing Director

Lucas Meyer

Automated operations

$60–90k

Built for regulation

Expense control, runway planning, financial clarity

Use cases

Customer Spotlight

Simple plans for founders and teams. No contracts, no hidden fees. Upgrade, downgrade, or cancel anytime.

Atlas Labs

We used Makro to finally understand our cash position without spreadsheets. Forecasts that used to take hours now update automatically, and the insights helped us delay a hire and extend runway by months.

Founder & CEO

Alex Morgan

Automated operations

$150-250k

Built for regulation

Cashflow forecasting, expense control, runway planning

Northway Studio

We replaced our manual cash tracking with Makro in the first week. What used to live across multiple spreadsheets is now one clear source of truth. It changed how confident we feel making hiring and pricing decisions.

Founder & CEO

Daniel Reed

Automated operations

$80–120k

Built for regulation

Cashflow visibility, budget planning, decision support

Brightline Tech

Makro helped us spot cash gaps early and act before they became a problem. The forecasting alone paid for itself — we avoided a costly mistake and aligned spending with real runway instead of guesses.

Founder & CEO

Emily Carter

Automated operations

$200–350k

Built for regulation

Cashflow forecasting, risk prevention, runway monitoring

Kinetic Agency

Before Makro, we were flying blind between invoices and expenses. Now we see exactly how long our runway is and what each decision does to it. It’s become part of our weekly leadership routine.

Managing Director

Lucas Meyer

Automated operations

$60–90k

Built for regulation

Expense control, runway planning, financial clarity