SWLConsulting

SWLInvestment Funds

Hold period: value creation

PortfolioNerve

Continuous operational and financial visibility across every asset, and the deployment of the agent suite inside portfolio companies.

5Agents
1Signature, whole portfolio
15–25%EBITDA design target, 12 to 18 months
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01The problem

Not data from forty-five days ago

  • Twenty companies monitored on data from the last quarter.
  • By the time a problem reaches the board pack it has been compounding for weeks.
  • The operating partner finds out at the same meeting as the LPs.

02The agents we build for the fund

Real-Time Portfolio Operations

Operational and financial visibility is continuous, anomalies surface before the board meeting, and the value creation plan is tracked against numbers instead of against intentions.

SyncCorp

Portfolio company systems synced to one view, without new reporting work for them.

Performance Dashboard

Performance against plan, live, for every asset.

Anomaly Radar

Deviations in cash, margin and pipeline flagged as they start.

Value Creation Engine

The value creation plan tracked initiative by initiative.

Benchmark Intelligence

Each company read against its peers in the book.

03How it works

  1. 01Connect the sources

    Data room, CRM, portfolio reporting and fund administration, read where they already are.

  2. 02Agents run

    Each agent holds one job and records what it read and what it produced.

  3. 03The partner decides

    Every output is sourced and traceable. Judgement stays with the fund.

  4. 04Across the book

    Rolled out one company at a time on the same architecture.