What they say they do
WhaleBlue describes private credit portfolio management software with an AI chat that answers from a fund's own documents with sources, alerts when companies, loans or covenants change, keeps investor letters and quarterly packs current, and automates payment matching, valuations and data ingestion.
Capabilities
- portfolio monitoring · source: www.whaleblue.app
- document summary · source: www.whaleblue.app
- lp reporting · source: www.whaleblue.app
- valuation · source: www.whaleblue.app
Use cases this maps to
- PCT-001 Every loan a BDC marks below 90 cents, ranked and linked to the filing via portfolio monitoring
- PCT-002 Covenants, baskets and add-backs out of a 200-page credit agreement, every line cited to a section via document summary
- PCT-013 Soft credit events, read overnight: every amendment, waiver, PIK toggle and extension in your book via document summary
- PCT-034 The SEC asked how you calibrate your marks. An agent builds the evidence pack for every Level 3 loan via valuation
- PCT-038 Credit secondaries: price a 150-loan tape in an afternoon, with every mark benchmarked to public BDC marks via valuation
- PCT-062 The private letter rating pack: assemble what the rating agency and the insurer's regulator will ask for, with every figure sourced via document summary
- PCT-068 Pricing a private credit LP stake: reconcile the bid to the advisers' surveys and the underlying marks via valuation
- PCT-076 Early-warning brief across the book: financials, reporting behaviour, requests and news in one cited watchlist draft via portfolio monitoring
- PCT-077 LP reporting: map the fund ledger to the ILPA Reporting Template and draft DDQ answers from approved documents via lp reporting
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