swel

For General Partners

Capital calls that run themselves.

From notice to wire to reconciliation. swelv automates the full IR operations stack so your team stops chasing payments and starts managing capital.

Capital call · notice to settlement

Today
NoticeEmailManual wirePhone callBank statementReconciliation
Days of coordination
swelv
Send noticeLP wiresPayments auto-matched
Zero admin overhead

What you get

Three pillars of fund operations.
Fully automated.

Capital calls, distributions, and fund lifecycle events, handled end to end with a full audit trail and zero manual coordination.

01

Capital calls, end to end.

Create a call, set allocations per LP, and send notices with payment instructions automatically. Payments arrive on Stripe with a unique reference per LP. Matched on settlement.

  • Per-LP allocation and notice generation
  • Bank details in every notice. No email coordination.
  • Unique Stripe reference per payment
  • Auto-reconciliation on settlement
  • Recall support for returned capital
02

Distributions. Per LP, not per fund.

Model the waterfall before you send it. European waterfall calculated per LP including preferred return, catch-up, and carry. Dispatch via Stripe payouts. Equalization handled for subsequent closings.

  • European waterfall, calculated per LP
  • Waterfall preview before dispatch
  • Stripe payouts to LP bank accounts
  • Equalization for subsequent closes
  • Per-LP notice on every distribution
03

Fund lifecycle in one place.

Manage first close, subsequent closes, equalization, recalls, and the full capital ledger, all in one platform. Every LP position updated automatically after each event.

  • First close and subsequent closings
  • Equalization for late-closing LPs
  • Capital recalls with re-notice
  • Full capital ledger per LP
  • Audit-grade event history

AI-powered reporting

Upload a report.
Dashboard updates.

swelv reads your quarterly reports, any format, any layout, and extracts every data point automatically. NAV, IRR, TVPI, fund metrics, positions, asset class breakdowns. All of it, without anyone typing a number.

The result: you can run a bigger book with the same team. Every fund you add is incremental revenue, not incremental headcount.

  • Positions, NAV, IRR, TVPI/DPI, extracted in seconds
  • Works with PDF, Word, CSV, any document format
  • Per-position data: asset, sector, cost basis, valuation method
  • LP capital accounts update automatically after each report

Q4 2025 Quarterly Report.pdf

Uploaded · Extracting…

AI

Extracted fund metrics

NAV

€128M

Net IRR

18.4%

TVPI

1.51×

DPI

0.62×

Extracted positions (12 of 28)

Acme Logistics GmbH

Industrials

€18.4M

+22% IRR

Nordic Renewables AB

Energy

€14.2M

+31% IRR

Med Diagnostics S.A.

Health Care

€9.8M

+14% IRR

Live demo

Your entire portfolio.
One dashboard.

Toggle funds below to see how swelv aggregates performance across your portfolio in real time.

Total NAV

€368M

Collection Rate

97%

Portfolio TVPI

1.56x

Total LPs

85

NAV over time (EUR, millions)

FundTypeVintageNAVTVPICalledLPs
Alpha I
Buyout2021128M1.51x
78%
24
Beta II
Growth Equity202296M1.68x
67%
18
Gamma III
Venture202352M1.89x
44%
12
Delta
Private Credit202192M1.31x
88%
31

Action queue

Know exactly what needs your attention.

Every time you open the dashboard, swelv surfaces a prioritised triage list: overdue capital calls, distributions awaiting your wire, failed payouts, LPs not yet payout-ready. Everything else runs in the background.

  • Overdue capital calls, flagged immediately
  • Distributions awaiting your wire instruction
  • Failed or blocked LP payouts
  • LPs missing bank details before a batch closes
Needs your attention3

Capital calls overdue

Fund Alpha I, 2 calls past due

Distribution awaiting your wire

Fund Beta II, wire €2.4M to Stripe

LPs not payout-ready

Fund Delta, 3 LPs missing bank details

All other batches running automatically.

100%

Capital calls reconciled automatically

€0

Wire fraud exposure

0

Calls to chase per quarter