Questions, answered.

Swelv is private capital infrastructure. It automates the operations behind private funds: capital calls, distributions, fund lifecycle events, and LP reporting, from the moment a fund event is created through settlement and reconciliation.

Three groups. GPs who want to run more funds without growing their operations team, fund administrators who want to configure rules instead of coordinating email threads, and LPs who want a live view of their positions instead of a quarterly PDF.

The full operational workflow around fund events: creating capital calls with per-LP allocations, generating and delivering personalized notices, matching incoming payments to the right investor, reconciling without checking bank statements, computing distribution waterfalls, handling closes and equalization, and maintaining a capital ledger and audit trail for every LP.

No. Swelv is the infrastructure fund operations run on. Fund administrators use it to enforce waterfall rules, MFN terms, and equalization automatically, so their role shifts from coordinating every step to setting the parameters.

Most platforms treat the notice and the payment as separate steps, which creates reconciliation work between them. Swelv treats issuing a capital call and collecting the payment as one operation: the notice carries the payment instructions, each LP gets a unique payment reference, and the incoming wire is matched automatically.

Request a demo. We will walk through your fund structures and current workflow and show exactly which steps Swelv takes off your plate.

Swelv allocates the amount across LPs according to their commitments, generates a personalized notice for each investor, and delivers it automatically. Every notice includes the payment instructions and a payment reference unique to that LP.

Automatically, the moment the call is issued. Each LP receives their own notice with their allocated amount, due date, and wire details. Nobody sends PDFs or bank details by hand.

Each LP wires with a unique payment reference. When the payment arrives, Swelv detects it and matches it to the right investor and the right capital call automatically. No one checks bank statements or maintains a reconciliation spreadsheet.

No. LPs wire from their own bank, using the instructions in the notice. There is no card checkout or portal payment button. The automation is in everything around the wire: delivering the instructions, matching the payment, and reconciling the ledger.

Settlement runs on standard banking rails, so timing depends on the rails involved. SEPA transfers typically take one to three business days. What Swelv removes is the coordination overhead around the payment, not the banking timeline: no chasing confirmations, no manual matching, no statement checks.

Distribution waterfalls are computed automatically, including European and American structures, carried interest, and clawback. Each LP's share is calculated from the fund's configured terms, and the corresponding notices are generated the same way capital call notices are.

First close, subsequent closes, and equalization. When new LPs are admitted at a later close, equalization amounts are computed automatically and reflected in each capital account.

A GP uploads a quarterly report or fund statement in any format: PDF, Word, or CSV. Swelv reads the document, extracts portfolio positions, fund metrics such as NAV, IRR, and TVPI, and LP capital account data, then updates the dashboards within seconds. Every extracted value is confidence-scored and editable, so the default is automatic and the exception is reviewable.

Yes. Every fund event, notice, payment match, and change is recorded, so the full history behind any number is traceable.

That is the point. With manual processes, each additional fund adds roughly the same operational load again. Swelv removes the per-fund overhead of notices, payment chasing, reconciliation, and data entry, so the ceiling on how many funds one team can run moves up sharply.

Upload the report and the dashboard populates automatically. Swelv extracts positions, valuations, and fund metrics from the document, whatever the format or layout, and both your view and each LP's view update within seconds. No re-keying numbers.

A live view of their own capital account: commitment, paid-in capital, distributions, unfunded commitment, NAV, and performance metrics, current as of your latest upload. Each LP sees only their own data.

An LP sets up their bank account details on the platform once. After that, every capital call is automatic for them: notice delivered, wire sent from their own bank with a unique reference, payment matched on arrival.

NAV, gross and net IRR, TVPI, DPI, RVPI, and MOIC at fund level, plus per-LP capital account figures and per-position performance where the underlying data supports it.

Yes. LP-level terms such as side letters and MFN clauses are recorded per investor and enforced by the system, so exceptions are applied automatically instead of tracked by hand.

Schedule a conversation. We will map your fund structures and current workflow, then set up the platform around them.

Your positions across every fund you are invested in: commitment, paid-in capital, distributions, unfunded commitment, NAV, and performance metrics such as IRR and TVPI. One live view, not a folder of PDFs.

You receive a notice with your allocated amount and wire instructions, including a payment reference unique to you. You wire from your own bank as you always have. Swelv matches the payment automatically when it arrives, and your capital account updates without anyone chasing confirmations.

Once. You add your bank account details to the platform a single time. Every capital call after that requires nothing from you except the wire itself.

The moment your GP uploads their quarterly report or records a fund event. Your positions and metrics come from extracted report data, not from someone re-keying numbers, so there is no lag between the GP's upload and your view.

A portfolio view that is always current. The quarterly report still exists as a document, but you no longer wait for it to know where you stand: NAV, distributions, and unfunded commitments are visible whenever you look.

No. Each LP sees only their own capital account and positions. Fund-level reporting is scoped so LP-specific terms and balances stay private to you and the GP.

No. It changes the shape of the work. The coordination layer, sending notices, confirming receipts, reconciling payments, becomes automatic, and the administrator's role concentrates on what actually requires expertise: fund terms, exceptions, and investor relationships.

From coordinating to configuring. You set the parameters: waterfall structure, fee terms, MFN clauses, equalization rules. The system enforces them on every event, so the human work is defining and reviewing rather than chasing.

Yes. When notices, payment matching, reconciliation, and report data entry are automatic, the marginal operational cost of an additional fund drops toward configuration and review. Teams administer a larger portfolio without headcount growing in step.

They are configured once per fund and applied automatically on every distribution, close, and capital call. The system computes each LP's entitlements from the configured terms, so exceptions like side letters are applied consistently instead of remembered.

Incoming payments carry unique references and are matched to the right investor and event on arrival. Reconciliation becomes a review step for the rare unmatched payment, not a recurring statement-by-statement task.

LP-facing reporting comes from the platform itself: capital account statements, NAV and performance metrics, and notices for every fund event, all backed by a full audit trail of how each number came to be.