Heron Finance
Overview
Heron Finance is an SEC-registered investment advisor that provides accredited investors with access to diversified private credit portfolios. By leveraging technology, they offer personalized investment solutions tailored to individual risk profiles and financial objectives. Their platform grants exposure to a range of private credit funds, enabling investors to participate in this asset class with lower minimum investment requirements compared to traditional avenues. The firm's investment strategy focuses on constructing portfolios that encompass a broad spectrum of private credit opportunities, including senior secured loans and investments across various industries. This approach aims to deliver consistent returns while mitigating risks associated with market volatility. Heron Finance collaborates with established private credit managers to curate high-quality funds, ensuring that investors benefit from experienced management and robust risk management practices. With a commitment to transparency and investor education, Heron Finance strives to make private credit investments more accessible and understandable. Their platform is designed to simplify the investment process, providing tools and resources that empower investors to make informed decisions and effectively manage their portfolios over time.
Investment Focus
- Accredited Investor Status
Get the full list of 54,000+ investors
Heron Finance and every other firm and angel in the database — as one spreadsheet you keep.
$19one-time payment · no subscription- All 54,000+ investors — VC firms, private equity, family offices and angels
- The key person to contact at each one, with their job title
- Their work email address
- Their phone number
- Their LinkedIn profile
- Delivered as a single .xlsx file — download it as many times as you like
Every profile on this site is one row of the file, with the contact details masked — browse a few before you buy.
Frequently asked questions about Heron Finance
What sectors does Heron Finance invest in?
Heron Finance invests in Financial Services, and is based in California, United States. Heron Finance is listed as a private investment firm in the ConnectSafely investor database.
What stage does Heron Finance invest at?
Heron Finance backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed.
Which regions does Heron Finance invest in?
Heron Finance invests across United States.
Who are the partners at Heron Finance?
Team members listed for Heron Finance include Blake West (Cofounder & CTO) and Mike Sall (co-founder).
How do I contact Heron Finance?
Heron Finance's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
