Live subscription performance and a month-end that closes without manual consolidation.
Details
The client
A peer-reviewed scientific video journal with more than 1,800 institutional subscribers.
The situation
Reporting depended on manual exports. The CRM and the ledger were reconciled by hand, and the internal teams had no tooling for recruiting or operations.
What we did
SaaS performance layer Subscription and renewal metrics tracked live inside the executive dashboard: recurring revenue, retention, institutional churn and seat expansion.
Executive dashboards Commercial and financial reporting that reconciles CRM and ledger continuously, without a single manual export.
Invoice automation Billing generated and matched automatically across the commercial and finance stack.
Conversational agents Chatbots across the commercial and support surface.
Internal applications The recruiting and operations apps the internal teams now run on.
Hotel, cabin and tourism operation raising capital
Idaho, USA · 2026 to present · Hospitality & Tourism
A complete capital-raising package from a standing start.
Details
The client
A hotel, cabin, dining and tourism operation raising capital.
The situation
A real operating business with no investor-grade material behind it. No model, no market study, nothing a capital provider could underwrite.
What we did
Business plan The full plan and business model written as one coherent document.
Market study Demand, competitive set and positioning for the region.
Financial modelling Operating and capital model with scenarios, built to be defended in a room.
Investor deck The investor-ready pitch deck, written and designed as the document the raise runs on.
Investor package Commercial strategy, business model and supporting material assembled around it.
Systems
Financial Modelling, Market Study, Investor Deck, Business Plan
Multidisciplinary pediatric therapy provider
San Antonio, Texas, USA · 2026 to present · Healthcare
A month-end close that used to span four systems, now one reconciled process.
Details
The client
A multidisciplinary pediatric therapy provider.
The situation
Month-end close ran across four disconnected platforms. Clinical session records, insurance claims, payroll and accounting never agreed, and reconciling them consumed the administrative team.
What we did
Systems architecture One data model across the clinical, billing, payroll and accounting platforms.
AI-assisted reconciliation Sessions, claims, payroll and ledger matched automatically into a single close.
Reporting layer Operational and financial reporting the management team can read without waiting for a close.
Business and operations modelling The operating model rebuilt as a model: therapist capacity, session mix, payer economics and cost to serve, so growth decisions are made on the numbers behind them.
Scaling consultancy for coaching and info-product businesses
Miami, Florida, USA · 2026 to present
Manual matching removed from the finance team’s month.
Details
The client
A scaling consultancy for coaching and info-product businesses.
The situation
Payments, subscriptions and refunds arrived from five different platforms. The finance team matched them by hand, every month, and errors surfaced only after the fact.
What we did
Transaction reconciliation The ERP connected to every system of record so payments, subscriptions and refunds match automatically.
Custom applications The internal tooling built on top of the ERP for the workflows the product did not cover.
Payments architecture Four payment platforms and the banking layer unified into one reconciled flow.
FCA-authorised commercial and property finance brokerage
Inverness, Scotland, UK · 2026 to present · Sales Enablement
Origination that no longer depends on referral flow alone.
Details
The client
An FCA-authorised finance brokerage placing commercial and property facilities from £10K to £30M.
The situation
Origination depended almost entirely on referral flow. There was no systematic way to reach businesses actively seeking credit before a broker did.
What we did
Outbound engine List building, sequencing and qualification built as one motion, from signal to booked conversation.
Credit signal sourcing Company filings, risk data and firmographics combined to identify businesses actively seeking finance.
Campaign intelligence Campaigns designed by borrower type and facility, with the messaging and the target list built from the same signal.
Sales enablement The material, scripts and qualification criteria the brokers work from, so every conversation starts the same way.
Sales consulting The commercial process itself redesigned: who is approached, by whom, in what order and against what target.
CRM architecture The pipeline structured so origination is measured rather than assumed.
Systems
Red Flag Alert, Endole, Companies House, ZoomInfo, CRM, Campaign Design
Biotech & Pharma Ingredients
Manufacturer of branded bioactive ingredients
Murcia, Spain · 2026
A defined commercial motion for two continents.
Details
The client
A manufacturer of branded bioactive ingredients for pharma, functional health, taste and animal nutrition.
The situation
A strong technical product with no defined commercial motion for the United States and Europe. The addressable buyer was understood scientifically, not commercially.
What we did
ICP definition The target segments defined by buyer type, application and geography.
Segmentation The addressable market split into segments that can actually be worked differently.
Commercial motion design The go-to-market built with the client team, from first contact to technical qualification.
Systems
ICP Definition, Segmentation, Commercial Motion
Energy group competing for public and private contracts
Bergamo, Italy · 2026 · Energy & Infrastructure
A geographic, prioritised pipeline built from data that was already public.
Details
The client
An energy group competing for public and private contracts.
The situation
Opportunities were already public, in tender records and official documentation, but nobody was reading them systematically. The commercial team worked from relationships and timing.
What we did
Official bulletin intelligence Public gazettes and tender records read systematically to detect works, concessions and procurement before they reach the market.
Geospatial intelligence Sites, plants and infrastructure located and scored geographically, so the commercial team works a map rather than a list.
Energy plant identification Existing generation and industrial plants identified and profiled by type, capacity and operator.
Solar opportunity detection Roofs, land and industrial sites screened for photovoltaic installation potential and consumption profile.
Competitive mapping The competitive field mapped by segment, geography and contract type.
Opportunity scoring Everything above prioritised and handed over as a working pipeline.
Systems
Official Bulletins, Geospatial Analysis, Document Intelligence, Opportunity Scoring
Private Banking & Investment Advisory
Private banking and investment advisory group
Buenos Aires, Argentina · 2026 to present
A repeatable investor acquisition process for the fund.
Details
The client
A private banking and investment advisory group with more than USD 3.5B in assets under management.
The situation
A new fund needed investors. The commercial team had the relationships but no defined prospect universe and no qualification process behind the outreach.
What we did
Prospect definition The investor universe defined by profile, ticket and mandate.
Contact strategy How each investor segment is approached, by whom and with what.
Qualification funnel The process that feeds the fund’s commercial team with qualified conversations.
A consulting product the advisors run at scale, without the founders in every engagement.
Details
The client
A consulting firm serving startups and small businesses on strategy, metrics and management reporting.
The situation
The firm delivered value through spreadsheet models and decks rebuilt for every client. The quality was high, the process did not scale, and the founders were the bottleneck on every engagement.
What we did
Dashboards and metrics The KPI and metric layer the firm delivers to its startup clients, built once and configured per client.
Forecasting engine One-off models turned into a repeatable forecasting tool the advisors can run themselves.
Management reporting Board and investor reporting standardised into a format that holds across the client base.
Consulting product design The advisory offer packaged as a repeatable product rather than a bespoke engagement.
SWLConsulting