What makes WhaleBlue different
It understands every document, stays up to date, and tells you what changed
Chat
Talk to your portfolio
Every document you add is read and understood, not just stored. Ask anything in plain language and WhaleBlue answers from what your documents actually say - with the numbers, context, and sources behind every reply.
Get Started
Portfolio Intelligence
It tells you first
No dashboards to check, no reports to pull. WhaleBlue watches every company, loan, and covenant and flags what changed the moment it changes - so the things that need your attention come to you.
Get StartedReporting
Never out of date
Because WhaleBlue understands your underlying data, every summary and report re-runs the moment something changes. Investor letters and quarterly packs stay current on their own, drafted from live data and ready when you are.
Get Started
Workflows
Automation that understands the work
Payment matching, valuations, data ingestion - the repetitive work runs itself. Set up a workflow once and WhaleBlue handles it every time.
Get StartedNew software shouldn't take a year to implement.
Here's what you can get done with WhaleBlue this quarter.
Get Started
All your portfolio data in one place, uploaded and audited.
Get Comfortable
Automatically match all your payments and generate loan valuations.
Get Results
All your reporting and processes on auto-pilot. Your portfolio: up to date. Your life: simplified.