SWT Asset Management is the operating system for group capital, asset control, ownership, reporting and governance.
Twelve integrated modules spanning structure, capital, ownership, research, portfolio management and compliance.
Model TopCo, SPVs, asset companies, IP HoldCos, hardware companies and shared operating entities in one controlled structure.
Track commitments, subscriptions, receipts, allocations and deployments across pooled or direct investment models.
Manage cap tables, instruments, dilution and phantom options at entity level and across the wider group.
Formalise service fees, software licences, IP royalties, hardware charges and internal balances.
Run entity-level and consolidated reporting with forecasting, scenario modelling and audit-backed outputs.
Handle investor onboarding, KYC, AML, Companies House syncing, approvals, board actions and audit trails.
Access macroeconomic data from the World Bank, IMF, OECD, FRED and ONS. AI-powered research chat, country profiles, industry analysis and automated alert scanning.
Track portfolio companies with revenue streams, cost categories, P&L, cashflow modelling, sensitivity scenarios and downloadable PDF reports.
Build structured business plans with AI-assisted section generation, interview mode, content refinement and progress tracking across every module.
Self-service portal for investors to view holdings, commitments, documents, tasks, data rooms and submit KYC verification.
Investor verification with beneficial ownership, risk assessment, AML checks and status-driven workflows from onboarding to approval.
AES-256-GCM encrypted document storage with access control, magic byte validation, audit logging, retention policies and secure download.
217+
Routes
12
Modules
95+
Data Models
5
Data Connectors
Once you operate through multiple companies and assets, standard tools stop telling the truth clearly. Ownership gets messy. Intercompany charges get buried. Capital deployment loses context. Investor reporting becomes manual. Governance becomes inconsistent. SWT Asset Management exists to solve that problem properly.