Command every asset. Control every flow.
A single source of truth for capital, ownership, performance, reporting and control across TopCo, funds, SPVs, IP, hardware, software and operating assets.
Portfolio Performance
+18.4%AUM
£47.2M
Entities
24
Investors
156
£0M+
Capital Tracked
0+
Entities Managed
0.9%
Uptime SLA
0
Core Modules
Built for complex groups, not basic dashboards
Most systems break the moment your structure gets real. SWT Asset Management is built for groups managing multiple assets, companies, investors and forms of capital.
Capital Deployment by Quarter
Asset Allocation
Every module connected. Zero blind spots.
No duplicated truth. No disconnected workflows. One system for the entire group.
Group Structure
Model TopCo, SPVs, asset companies, IP HoldCos and operating entities in one controlled structure.
Capital Engine
Track commitments, calls, receipts, allocations and deployments across pooled or direct investment models.
Cap Tables & Ownership
Maintain shareholdings, share classes, instruments, dilution modelling and full ownership visibility.
Investor Matching
Score and match investors to portfolio companies based on mandates, sector focus, stage and ticket size.
Raises & Deal Rooms
Run fundraises end-to-end with subscription tracking, data rooms, Q&A and investor close workflows.
Global Research
Country profiles, industry analysis, market trends, AI-powered reports and real-time news intelligence.
Intercompany
Formalise service charges, software licences, IP royalties, hardware charges and internal balances.
Accounting & Ledger
Chart of accounts, journal entries, trial balance, period close and multi-entity consolidation.
Phantom Options
Design phantom equity plans, issue grants, model vesting schedules and calculate payout scenarios.
Business Plans
Build structured business plans with financials, market analysis, team profiles and investor-ready exports.
Reporting & Forecasts
Management packs, statutory reports, investor updates, cashflow forecasts and scenario modelling.
Governance & Audit
Board resolutions, approval workflows, delegated authority, vote records and full audit trails.
A God view of the entire structure
See the whole group in one place, then drill all the way down into a single asset, investor, agreement or journal line.
Investor matching, automated
Define investor mandates — sector preferences, stage focus, ticket ranges, geographic appetite — then let the matching engine score every portfolio company against every investor automatically.
Mandate-based scoring
Match investors to companies by sector, stage, geography and ticket size with weighted scoring.
View by investor or company
See top matches from either direction — which investors suit a company, or which companies suit an investor.
Raise-ready pipeline
Surface the highest-scoring matches when preparing a fundraise, with one-click introduction workflows.
Match Score Breakdown
Portfolio Overview
Holdings, NAV and performance at a glance
Investment Mandate
Set preferences and see matched opportunities
Opportunities
Browse and express interest in live raises
Documents & KYC
Secure vault for statements and verification
A dedicated portal for your investors
Give investors their own secure login to view holdings, track performance, submit mandates, browse matched opportunities, complete KYC and access documents — without touching the back office.
Governed properly from the start
Investor onboarding, KYC, AML, Companies House data, approvals and audit trails are built into the platform, not bolted on later.
Role-based access control
Scoped by user type, entity and workflow responsibility.
Compliance built in
KYC, AML and investor verification workflows as standard.
Full audit trail
Every key action logged with approvals and decision records.
Built for operators who need answers, not excuses
If your structure includes TopCo, shared IP, multiple operating assets and investor capital flowing across them, this is the control layer that keeps it together.