AI powered
Cloud based
Financing management for professionals

Save time and money in planning, procurement, management, and analysis of debt financing.

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Optimizes billions in debt capital for professional financing teams.

The central solution for debt financing

Specifically developed for financing experts: procure financing efficiently, manage debt centrally, and maintain a clear overview for well-informed decisions. Identify opportunities and risks faster, meet compliance requirements reliably, and always be able to provide information.

Less effort, more impact.

Save up to 50% of your workload – and gain time for strategic relationships, negotiations, and complex cases.

Collaboration that moves capital.

Connect internal teams and external capital providers in your secure data room – for seamless collaboration throughout the entire financing process.

One system. Complete overview.

All your financing data in one place: structured, searchable, and ready for scenarios, analyses, and strategic decisions.

Easy to start. Efficient to scale.

The AI powered cloud solution is modular, ready to use immediately, intuitively operable, and supports CFOs and their financing teams across Europe.

Relationship Management
Financing Management
Debt Management
Analytics
Scenario Planning
Market Information

AI-powered. Cloud-based.

Efficiency through AI and the Cloud

Leverage artificial intelligence and the cloud for automated processes, precise data preparation, and accelerated decision-making – with zero implementation effort.


  • Read term sheets and contracts with AI
  • Create financing teasers with AI
  • Intelligent search function in the data room
  • Cloud-based – accessible anytime, anywhere
  • Standardized product – ready to use immediately, no maintenance required

Partner Management

The Network for Success

Keep track of your network and make the most of it: from lenders and decision-makers to ownership structures.


  • Manage financing partners centrally and across teams
  • Seamlessly involve capital providers in digital financing processes
  • Direct access to an active network of lenders
  • Track interactions, emails, and financing processes
  • Map borrowers, corporate holdings, funds, etc.
  • Targeted distribution of your financing request
  • Central data room for secure exchange with lenders
  • Includes email integration and feedback function
  • Integrated location maps and property-specific data
  • Transparent offer comparison with export function
  • Automatic documentation and proof of market conformity

Financing Process

Manage your financing intelligently

Digitize your financing processes and create clarity – from document approval to well-informed decision-making.

Portfolio

Actively manage your portfolio

Keep an overview of financing products, contract details, and risks – with a system that connects your data and simplifies decision-making.

  • Central 360° portfolio overview with structured contract information
  • Manage loans, credit lines, revolving credits, swaps, and guarantees
  • Directly link assets, properties, and collaterals
  • Task management & covenant tracking for all deadlines and obligations
  • Reporting functions for seamless communication with lenders
  • All interest and principal payments centrally displayed, filterable, and exportable
  • Analysis by lenders, borrowers, and ownership structure
  • Real-time access to cash flow and credit portfolio analyses
  • KPI reports and financing overviews for in-depth analysis
  • Transparency on further financing potential

Portfolio Analysis

Always up-to-date evaluations

With real-time analyses and evaluations based on your portfolio data, you always maintain a clear overview of cash flows, risks, and opportunities.

Scenario Planning

Scenarios at the push of a button

Increase your planning reliability with flexible scenarios for quick decisions based on reliable data.

  • Easily create scenarios – in real time and without Excel chaos
  • Map planned loans and refinancing with just a few clicks
  • Direct link to the portfolio for always up-to-date base data
  • Simulate interest rate changes in a few flexible steps
  • Well-founded comparison of volume, interest costs, and KPIs
  • Display yield curves and reference interest rate trends in monthly comparison
  • Transparently calculate margins for past interest rates
  • Annual overview of your lenders for tracking and planning
  • Margin evaluations across the entire portfolio or from specific offers

Market Information

Integrated Financial Market Data

Rely on up-to-date and historical financial market data – precisely prepared for your daily work and strategic decision-making.

Efficient Debt Financing for You

Future-oriented living spaces and sustainable infrastructure for all of us.

One solution, many use cases

From local project developers and municipal finance managers to global asset managers.

Real Estate Industry

  • Asset Managers
  • Real Estate Funds
  • Real Estate Companies
  • Project Developers
  • Housing Companies

Public Sector

  • Energy Utilities
  • Waste Management
  • Municipalities and Cities
  • Healthcare and Care Facilities
  • Public Enterprises
  • Public Transport

Private Sector

  • Family Offices
  • Corporations
  • Real Estate Debt Funds

All Financing Types

From senior and junior loans to whole loans, bridge financing, and credit lines, as well as guarantees and swaps.

Large-Scale Financing

For the financing and management of debt capital in the millions to billions range.

All Interest Calculations

Using reference rates such as SARON, EURIBOR, €STR, Livret A, SONIA, PRIBOR, WIBOR, ROBOR, etc. – including compounding methods.

All Data

Centralized and structured data on loans, credit lines, assets, properties, collateral, covenants, and more.

Recommended by experts

With Fincetra, we completed financing processes in multiple European countries in a fraction of the usual time. We are very satisfied with the outcomes of the financings.

Michael Blaich
Executive Professional | Corporate Finance

The software supports us by simplifying market outreach for our Europe-wide portfolio and providing maximum transparency across all ongoing transactions. We especially value the centralized and efficient collaboration with our banking partners.

Dr. Raphael Schöttler
Head of Financing / Treasury

The solution from Loanboox provides us with efficiency, high comparability, and even more competitive market conditions. It also enables sustainable financing management with significantly less effort and data-driven decision-making and forecasting.

Christian Froehlicher
CFO

Fincetra has taken our financing process to a new level – faster, more flexible, more effective.

Frank Noé
Head of Capital Formation and Sustainability

Using Fincetra has made our financing process more efficient and transparent across teams. The platform enabled close collaboration within our team and with financing partners, significantly simplifying decision-making. An innovative solution for professional real estate financing.

Katja Gramatte
Head of Real Estate Financing

Competent. Trustworthy. Innovative.

Transparency for You

We work exclusively in the best interests of our clients.

With Any Lender

Involve your financing partners or tap into the network.

Made in Switzerland

Our team develops the solution in Zurich, including secure hosting.

For All of Europe

Financing locally, internationally, across teams and locations.

We Are Independent

On the market since 2016 – owned by founders, employees, and a broad investor base.

By Experts for Experts

Specialized in financing and digitalization for the professional credit market.

Are you ready to digitize your financing processes and create a better basis for decision-making?

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