SWL Consulting
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Strategy & AI Tech Partner

Ideas created by individuals.Systems powered by AI.The future of business, together.

We help companies become AI-native.

For private equity funds and mid-market companies. Senior consultants who understand the numbers, and engineers who ship AI-native systems on the stack you already run.

Start a diagnosticFor private equity funds
24engagements
17industries
4continents
20+platforms to production
The technology ecosystem we build on
The difference

Not just advisors.Not just developers.Not just an AI agency.

One team that understands your business, your technology and your numbers, then builds what you need.

BusinessTechnologyFinanceImplementation

  1. DiscoverUnderstand the business. Find the problem worth solving.
  2. DesignThe system, drawn before it is built.
  3. BuildOn the stack you already run.
  4. OptimizeMeasure it, then improve it.
  5. AutomateAgents take the repeatable work.
  6. AccelerateFaster cycles, compounding returns.
Consulting Corporate AdvisoryStaff Augmentation Business Systems ArchitectWhite Label Factory Investor toolingInvestment Funds IntelliVaultAI Agents GrowthEngineConsulting Business MasteryStaff Augmentation AI EngineerWhite Label Factory Operating platformsInvestment Funds DealForgeAI Agents OpsBackConsulting Market AccelerationStaff Augmentation Digital Transformation & Product DesignerWhite Label Factory Client portalsInvestment Funds PortfolioNerveAI Agents Financial AI-ThinkingConsulting AI & AutomationStaff Augmentation AI-Powered Business TechnologistWhite Label Factory Client-facing productsInvestment Funds LPPulseAI Agents Agentic Solutions
Business units

The operating partner behind AI-native businesses.

Five ways in.
One team behind all of them.

Strategy & TransformationConsultingFrom diagnosis to a running system. The team that finds the problem builds the fix.Corporate Advisory · Business Mastery · Market Acceleration · AI & Automation24EngagementsStart with a diagnostic Senior talentStaff AugmentationSenior engineers and analysts inside your team, by the month. No hiring cycle.Business Systems Architect · AI Engineer · Digital Transformation & Product Designer · AI-Powered Business Technologist2Weeks to startSee available profiles Tailored SoftwareWhite Label FactorySoftware built to order and shipped under your brand. The code is yours.Investor tooling · Operating platforms · Client portals · Client-facing products20+Platforms in productionSee what we have shipped Private Equity & Venture CapitalInvestment FundsThe AI-native operating system for the fund and every company in the portfolio.IntelliVault · DealForge · PortfolioNerve · LPPulse3.5BUSD AUM servedRequest the fund briefing Agentic SolutionsAI AgentsAgents that run whole business functions on the systems you already pay for.Commercial Suite · Operations Suite · Intelligence Suite · Agentic Solutions13Agent platformsSee the agent catalogue
All business units
The AI-native core

Messy infrastructure in.
Better business out.

What you run todayThe AI-native layerWhat you getDataIntegrationsAgentsWorkflowsGovernanceKnowledgeERPCRMEmailCalendarMeetingsSpreadsheetsSharePoint / Cloud storageCode repositoryReal-time decisionsLower operating costFaster executionRevenue growthHigher valuation
The platform

Proven on our own operation
before it reaches yours.

Every agent is proven first in our own operation. When you need it, we deploy it on your infrastructure: your cloud, your data, your controls.

AgentsEleven running across four client environments
Audit trail on every run
24Engagements
11Agents running
98.4%On-model
$412Spend, month to date
AgentLast runStateCost / run
Origination2,140 leads scoredrunning$0.42
Diligence reader31 documentsrunning$1.18
Month-end close4 systems reconciledrunning$0.26
LP reportingCycle starts Oct 1queued—
Talent screen86 profilesrunning$0.19
Investment Funds

Private Equity,
Venture Capital
& Family Offices.

3.5BUSD AUM served
15–25%EBITDA target, 12 to 18 months
1Signature, whole portfolio
  1. 1Pre-Deal

    See it before the intermediary calls

    Sourcing ahead of the market, and a thesis tested on data.

  2. 2Deal

    Diligence without twelve manual weeks

    Financial, commercial and technology diligence, and a value plan ready at close.

  3. 3Portfolio Monitoring

    Not data from forty-five days ago

    Continuous portfolio monitoring, and the agent suite deployed inside each company.

  4. 4Investor Reporting

    Partner hours back

    The LP reporting cycle automated end to end.

  5. Higher fund returns
IntelliVaultDealForgePortfolioNerveLPPulse

One signature. Every company in the portfolio.

No portfolio company can fund an intelligence layer like this on its own. The fund finances it once and gives it to all of them.

Request the fund briefing →
Track record

Founders, operators and funds.
Seventeen industries.

24engagements
17industries
4continents
20+platforms to production
  1. Brisbane, AustraliaAgricultural lending fundWhat we didRan the fund's finance and took a fully modelled book to the bank.ServicesChief Financial OfficerLoan repayment simulationRisk controlsBank financingRead the case
  2. San Antonio, Texas, USAMultidisciplinary pediatric therapy providerWhat we didConnected four platforms into one data model and automated the month-end close.ServicesSystems architectureAI-assisted reconciliationReporting layerBusiness and operations modellingRead the case
  3. Bergamo, ItalyEnergy group competing for public and private contractsWhat we didBuilt an AI pipeline that reads public tenders and maps every opportunity.ServicesOfficial bulletin intelligenceGeospatial intelligenceCompetitive mappingOpportunity scoringRead the case
  4. Chicago, Illinois, USAConsulting firm serving startups and small businessesWhat we didTurned the firm's one-off client models into a product its advisors run.ServicesDashboards and metricsForecasting engineManagement reportingConsulting product designRead the case
  5. Plano, Texas, USAPeer-reviewed scientific video journalWhat we didPut subscriptions, CRM and the ledger in one live dashboard, and automated billing.ServicesSaaS performance layerExecutive dashboardsInvoice automationConversational agentsRead the case
  6. Idaho, USAHotel, cabin and tourism operation raising capitalWhat we didBuilt the plan, market study, model and deck the raise runs on.ServicesBusiness planMarket studyFinancial modellingInvestor deckRead the case
  7. Miami, Florida, USAScaling consultancy for coaching and info-product businessesWhat we didUnified four payment platforms and the banking layer into one reconciled flow.ServicesTransaction reconciliationCustom applicationsPayments architectureRead the case
  8. Inverness, Scotland, UKFCA-authorised commercial and property finance brokerageWhat we didBuilt an outbound engine that finds businesses seeking credit before a broker does.ServicesOutbound engineCredit signal sourcingCampaign intelligenceSales enablementRead the case
  9. Murcia, SpainManufacturer of branded bioactive ingredientsWhat we didTurned a buyer understood scientifically into one the team could sell to, in the United States and Europe.ServicesICP definitionSegmentationCommercial motion designRead the case
  10. Buenos Aires, ArgentinaPrivate banking and investment advisory groupWhat we didDefined the investor universe for a new fund and the funnel that qualifies it.ServicesProspect definitionContact strategyQualification funnelRead the case
  11. New England and New York, USAWedding film and photography studioWhat we didPut enquiry, booking, contract and production on one system.ServicesManagement operating systemCommercial automationProduction schedulingRead the case
  12. José Ignacio, UruguayArchitecture, urban planning and interior design studioWhat we didRebuilt intake, site supervision and fee control so the studio runs without its founders in every room.ServicesOperating process rebuildCRMProject trackingFinancial managementRead the case
  13. Boca Raton, Florida, USATennis academy and clubWhat we didConnected bookings, payments and the ledger, and reported each unit on its own economics.ServicesFinancial analysisCommercial systemsSystem integrationInvoice automationRead the case
  14. Boca Raton, Florida, USACPA firm serving real estate investorsWhat we didTurned per-client reporting into one reusable template system.ServicesClient reporting packsTemplate systemRead the case
  15. United StatesHealthcare software companyWhat we didRan the finance function as an embedded CFO, from pricing to investor reporting.ServicesChief Financial OfficerCommercial financeInvestor reportingRead the case
  16. New York, USALatin American operation of a global technology consultancyWhat we didLed the regional practice across four service lines.ServicesManaging Director, Latin AmericaMultidisciplinary deliveryInternational clientsRead the case
  17. Phoenix, Arizona, USAClinical laboratoryWhat we didRebuilt inventory and revenue so the billing platform and the ERP finally agree.ServicesInventory restructureRevenue reconciliationSystems integrationRead the case
  18. Los Angeles, California, USAVenture fund in immersive mediaWhat we didBuilt comparable investment models across six media verticals.ServicesHead of InvestmentsRisk assessmentFinancial due diligenceRead the case
  19. Barcelona, SpainMulti-country technology groupWhat we didRan finance and risk across the units on live numbers.ServicesChief Financial & Risk OfficerData automationReal-time monitoringRead the case
  20. Panama City, PanamaDiversified holding with airport servicesWhat we didDesigned the funding, the pipelines and the working capital plan for five businesses at once.ServicesFunding strategySales pipeline designWorking capitalAutomation roadmapRead the case
  21. El Paso, Texas, USAOil, gas and crypto mining ventureWhat we didModelled a hybrid energy and mining business investors could underwrite.ServicesBusiness model designScenario analysisFeasibility and ROIRead the case
  22. Boston, Massachusetts, USAMedical fintech at seed stageWhat we didBuilt the financial model and plan behind a seed round.ServicesSaaS financial modelBusiness planGo-to-market strategyRead the case
  23. Sydney, AustraliaFinancial advisory firm serving 120 businessesWhat we didDelivered budgeting, cash flow and KPI work at volume, alongside the founder of a 120-client practice.ServicesProfit coachingBudgeting and cash flowKPI developmentRead the case
01 / 23
See the track record
Industries

The offering is horizontal.
The implementation never is.

Explore industries
The team

Senior people,
start to finish.

No pyramid. The person in the diagnosis is the person in the build. Ten people across finance, AI engineering, systems architecture, delivery and product, working inside your structure and in your time zone.

Juan de VeraJuan de VeraBusiness & Finance LeadLuciano RecaLuciano RecaAI Strategy LeadCatalina BatallaCatalina BatallaAI EngineerIsaac YoonIsaac YoonAI Solutions & Delivery LeadFrancisco FontanaFrancisco FontanaDigital Transformation & Product LeadFrancisco SeguraFrancisco SeguraBusiness Operations & ERP SpecialistMauro OsooMauro OsooSystems & Automation EngineerJoaquín SzterensusJoaquín SzterensusAI Solutions EngineerLucía AntelLucía AntelSales Growth SpecialistPriscilla ArslanPriscilla ArslanMarketing Automation Specialist
Next step

Start with a diagnostic.
Keep the analysis either way.

Book a diagnostic callPrefer to write? Contact us
  1. 1A call with our teamYour business, your numbers, your systems.
  2. 2The diagnosticWhere value is leaking, and what fixes it.
  3. 3A plan you keepWhether or not we build it.