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WHY WHALE BLUE?

Portfolio Management. Simplified.

Whale Blue helps investment funds manage their portfolio dashboards, credit reviews & fund reporting.

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Features

Portfolio Dashboards

Get complete and comprehensive views of your entire portfolio companies’ performance, stability, and growth.

Escape spreadsheets, emails and templates.

Leverage our software and team to collect important financial metrics on all your portfolio companies.

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Credit Reviews

With a single click, generate comprehensive and beautiful portfolio company one-pagers.

Easily access basic company information, partners’ quarterly reviews, custom company classification, historical financing, financial stability and performance.

Investor Reporting

No investor starts a firm to copy and paste financials into LP templates.

But the best investors have that information at their fingertips. They know which company’s revenue is growing the fastest, who has the shortest runway, the sentiment about their portfolio companies, how stable their portfolio companies are, and who needs follow-on investment.

They’re able to show their financial data, KPIs, and the status of their investment to their LPs with clarity and confidence.

investor resporting