swel

For Fund Administrators

Every capital event automated. One dedicated account per GP.

Each GP you administer gets a dedicated swelv account scoped to their funds and LP base. Automated capital calls, distributions, and LP notices. A professional investor portal that runs itself. Take on more clients by running each one faster, not by adding staff.

Your position

You sit at the center.

You handle the operations. Your GP sees their performance. Their LPs get a professional portal. All from one dedicated account.

Your GP client

They bring the funds.

  • ·Capital calls and distributions to run
  • ·LPs to notify and payments to collect
  • ·Quarterly reports to produce and send
  • ·Performance data they need on demand
YOU

Your swelv account

You run everything from one place.

  • One dedicated account per GP you serve
  • Capital events automated end to end
  • GP viewer login you control
  • White-label under your own brand

Their LPs

They get a premium experience.

  • ·Professional LP portal, automatically
  • ·Capital calls with one-click payment
  • ·Full capital account and document library
  • ·NAV, TVPI, IRR updated every quarter

What you get

Three things that change
what you can offer.

From capital event automation to GP transparency to LP experience, all under your brand.

01

One dedicated account. Per GP client.

Each GP you administer gets their own swelv account, scoped to their funds, their LPs, and their capital events. Clean separation, full audit trail, and no cross-client complexity.

  • Funds, LPs, and capital events fully isolated per client
  • Automated per-LP notices and payment collection
  • Full audit trail scoped to each GP account
  • Open a new account when you take on a new GP client
02

GP viewer logins you control.

Each GP client gets an authorized viewer login scoped to their own funds. They see performance, cash flows, LP positions, and documents in real time. You decide what they see. They stop calling you for data.

  • NAV, IRR, TVPI, DPI for their funds only
  • LP positions and capital ledger, live
  • All notices and reports in their own library
  • Read-only, isolated, nothing shared across clients
03

LP portal, delivered automatically.

Every LP of every fund you manage gets access to a professional portal. Capital account, notices, payment status, full document library. It updates automatically every time you run a capital event.

  • LP portal activated at no extra cost per fund
  • Capital calls land as notifications, paid in one click
  • Quarterly reports and notices archived permanently
  • No LP onboarding work on your end

Admin view

Every fund. Every LP. One account.

Navigate between funds, review each LP's paid-in status, and action anything pending, all within one dedicated account.

Northpoint Capital · €276M NAV · 3 funds · 54 LPs

Funds (3)
Alpha IBuyout · Vintage 2019

NAV

€128M

Total LPs

22

TVPI

1.51×

Pending

2

LPCommitmentPaid-inStatus
Solaris Family Office15M11.25MSettled
Arbor Capital12M9MNotice sent
Meridian Trust8M6MPending
Stonebridge Ltd6M6MSettled
Recent activity
Capital call matchedSolaris Family OfficeJun 12
·Distribution queued€4.1M to 22 LPsJun 10
Drawdown notice sent3 LPsJun 8

GP viewer access

Your GP client log in to their own dashboard.

Every GP you manage gets an authorized viewer login scoped to their own funds. They see performance, cash flows, LP positions, and documents in real time. They stop emailing you for data. You stop producing bespoke reports on request.

  • NAV, IRR, TVPI, DPI for their funds only
  • LP positions and full capital ledger, live
  • All notices and quarterly reports in their library
  • Read-only access, no admin tools, no other clients
Northpoint CapitalViewer

Total AUM

€276M

Funds

3

Total LPs

54

FundNAVTVPI

Alpha I

Buyout

128M1.51×

Beta II

Growth Equity

96M1.38×

Gamma III

Venture

52M1.11×
Managed by your fund administrator via swelv

1

Dedicated account per GP you administer

0

Reports produced manually

2min

To run a capital call notice

White-label

Your brand. Your clients. Your platform.

swelv runs under your name. Your GPs and LPs see your logo. You get the operational platform without building one. The complexity is ours; the service relationship stays yours.

Your logo and company name
GP relationships stay yours
EU-ready (SEPA + GDPR)
No system replacement needed