Portfolio management for leading private credit funds
Existing software is mass produced with private credit functionality an afterthought. We stay in our lane and focus solely on private credit.
Reporting
Reporting customized to your portfolio
Generate customised reports with an automated process that meets industry standards and exceeds expectations. Our software not only manages your portfolio, but also handles all of your reporting requirements.
- Investor Reporting
No investor starts a firm to copy and paste financials into LP templates. WhaleBlue automates all reporting requirements.
- Credit Reviews / Valuation Reporting
With a single click, generate comprehensive and beautiful portfolio company reviews and reports.
Investor Reporting
No investor starts a firm to copy and paste financials into LP templates. WhaleBlue automates all reporting requirements.
- Built for You.
- Say goodbye to generic reporting built for Private Equity. Our reports integrate with loan schedules, covenants and key credit metrics.
- Produce documents Effortlessly.
- Replace cumbersome workflows with easy, personalized document generation.
- Exceed investor Expectations.
- Leverage industry-standard templates that exceed investor demands and reduce the need for costly follow-up.
- Share fund performance with Confidence.
- Escape spreadsheets, emails and templates. No more small errors with big consequences. Leverage our software to gain a single source of truth.