INVESTOR MEETINGS
Management access, one-on-ones and the logistics around every meeting in the schedule.
CORPORATE ACCESS, IR AND CAPITAL MARKETS
RUN THE ROADSHOW. NOT THE LOGISTICS.
You manage the investor relationship. Swivul handles everything around it. Flights, hotels, cars, dining, meeting logistics and every change, for management, the covering analyst and the investors you are putting in front of them.
Swivul is the execution layer behind the desk. You cover more cities, more conferences and more management trips, without adding a person to the team.
Mercury partners with us. Kraken and Pudgy Penguins use us.
A LIVE OPERATING SYSTEM, NOT A BOOKING TOOL
CORPORATE ACCESS
01
02
03
04
CORPORATE ACCESS
IS NOT JUST TRAVEL.
It is access, meetings, executives, investors and client relationships, all moving at once. We run the operating layer around all four of them.
ROADSHOWS
Multi-city schedules with the flights, hotels and cars built around the meetings, and moved with them.
CONFERENCES
Everyone in market at once. Hotels, transfers, private meetings, passes and the hospitality around them.
CLIENT ENTERTAINMENT
The dinner, the buyout, the box and the table, arranged by the same team running the rest of the week.
THE MEETING IS THE PRODUCT. WE RUN EVERYTHING AROUND IT.
One request. One itinerary. One team accountable.
WHAT WE ACTUALLY EXECUTE
A FOUR-CITY WEEK,
MONDAY · NEW YORK
ARRIVAL AND DAY ONE
TUESDAY · BOSTON
THE SHUTTLE DAY
WEDNESDAY · CHICAGO
THE DAY IT MOVES
THURSDAY · SAN FRANCISCO
CLOSE AND SETTLE
A FOUR-CITY WEEK,
HANDLED END TO END.
You send the meeting schedule. We build everything around it and we own it while it moves.
- Flights for management and the covering analyst
- Hotel next to the first meeting, not across town
- Cars held between every meeting slot
- Dinner for six, booked in the firm’s name
- The early shuttle rebooked the moment the schedule moves
- Two hotel nights released and reconciled for you
- A quiet room for the call between meetings
- The revised itinerary in the same thread
- An investor pushes two hours. We move the car
- The table moves with it, same restaurant
- Nobody on your desk makes a phone call
- You stay copied on everything
- Late flights home when the day runs long
- Guest travel for two investors who joined late
- One thread, one invoice, coded to the deal
- The desk never opened a booking site
CONFERENCE SEASON · INVESTOR ROADSHOWS · NON-DEAL ROADSHOWS · MANAGEMENT TRAVEL · CLIENT DINNERS AND ENTERTAINMENT · SITE VISITS · ANALYST DAYS · GUEST AND INVESTOR TRAVEL
WHERE THE LINE SITS
YOU BUILD THE ACCESS.
YOU BUILD THE ACCESS.
WE HANDLE EVERYTHING AROUND IT.
Nothing about how your desk works has to change. The line is clean, it is agreed up front, and it does not move.
YOUR DESK OWNS
- The investor relationship
- The access calendar and who meets whom
- The meeting agenda and the follow-up
- What the week is for and what it is worth
- Approval on the plan before anything is booked
- The credit, with management and with the investor
SWIVUL OWNS
- Flights, hotels, cars and dining, built around the schedule
- Meeting logistics, guest travel and VIP access
- One managed itinerary, every change coordinated by a super concierge team
- Every change while the week is moving, with you copied on all of it
- One thread, one invoice, coded to the deal
- A named person accountable from the first booking to the last receipt
ONE SOURCE OF TRUTH PER TRIP
EVERY TRIP
EVERY TRIP
BECOMES TRACKABLE.
Trip Tab turns a week of moving parts into one itinerary and one spend record, visible to you the whole time.
- What was requested
- What was approved
- What was booked
- What changed
- What was spent
- What should happen next
TRIP TAB · HEALTHCARE ROADSHOW
FLIGHTSFour travellers, New York and BostonBOOKED
HOTELSBoth cities, next to the meetingsBOOKED
CARSAirport and between meeting slotsHELD
CLIENT DINNERSix guests, booked in the firm’s nameRESERVED
CHANGE REQUESTEarlier flight for the CFOHANDLED
REPRESENTATIVE EXAMPLE OF A TRIP TAB, NOT A CLIENT ENGAGEMENT
CONTROL BEFORE THE BOOKING
APPROVALS AND POLICY,
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03
APPROVALS AND POLICY,
BUILT INTO THE TRIP.
Your firm already has rules about how people travel. They are applied by the team running the trip, so nobody on your desk has to police them mid-week.
TRAVELER PROFILES
Preferences, loyalty numbers and documents held once, for management, the analyst and anyone who travels with them.
APPROVAL BEFORE BOOKING
The plan comes back to you against the number you set for the week. Nothing is booked until the desk says yes.
YOUR POLICY, APPLIED
Cabin, rate caps and city tiers applied by the people running the trip, not a rule engine your desk has to maintain.
APPROVED BEFORE IT IS BOOKED. VISIBLE AFTER IT IS SPENT.
THE FIRST QUESTION EVERY DESK ASKS
WHAT DOES THIS
WHAT DOES THIS
COST THE DESK?
The concierge is complimentary. Hotels and venues pay us, the same way they pay any booking platform, and your firm pays the rate it would pay anyway. There is no fee on any trip. You pay the actual tickets.
BOOK A CALL, THE CONCIERGE IS COMPLIMENTARYWHAT TEAMS WHO RUN ON US
SAY ABOUT SWIVUL
We already run travel for globally distributed teams where a trip is rarely a simple flight and hotel. When something changes, or someone needs something unusual, our concierge takes ownership of it.
As Head of Events, I juggle a lot of timelines, stakeholders, and last-minute changes, and Swivul has been an easy and reliable travel partner throughout it all. When things change, which they always do, Swivul is quick to adapt. It feels like working with an extension of our own team.
Swivul has been a great partner for Pudgy. They are organized, flexible, and consistently reliable as we scale our events and travel needs. Their team communicates clearly, moves quickly, and understands our priorities.
Great experience booking with Swivul my first trip. Service was excellent and their concierge made everything smooth. Will book with them more.
TRUSTED BY TEAMS WHOSE
WEEK CHANGES EVERY DAY
HOW IT WORKS
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BOOK A CALL
Twenty minutes on how the desk runs today: who travels, how often, what lands on which person, and where the week usually breaks.
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SEND US ONE ROADSHOW
Not a pilot with a steering committee. One real week. You send the meeting schedule, we build and own everything around it.
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WE STAY ON IT
Cancelled shuttles, moved meetings, 9pm problems. The concierge team fixes them before they reach your desk, and you stay copied on everything.
SLACK
WHATSAPP
SMS
EMAIL
THE SWIVUL PLATFORM
SEND IT WHEREVER YOU ALREADY WORK. IT REACHES THE SAME NAMED PERSON.
SEE HOW IT RUNS. AI WHEN IT IS EASY, A HUMAN WHEN IT IS NOT.
ALSO ON THE DESK
TWO MORE THINGS
TWO MORE THINGS
WE DO FOR FIRMS LIKE YOURS.
BEFORE YOU SEND THE FIRST WEEK
WHAT DESKS ASK US
WHAT DESKS ASK US
BEFORE THEY SAY YES.
We already have a corporate travel provider
Most desks do. This starts alongside the program you already run, on one live opportunity, with everything else left exactly where it is.
Pick a roadshow, a conference week or a client dinner, route it to us, and review the result. Most desks expand from there once they have seen one week run.
Is this a system my team has to learn?
No. You send the meeting schedule, and a concierge team builds and owns everything around it. Nobody on your desk has to adopt a tool to get the first week executed.
There is a platform behind us and you are welcome to use it. It is how we move quickly. It is not something anyone has to log into for the trip to happen.
Who owns a change once the week is moving?
A person, by name, who owns the trip from the first booking to the last receipt. Changes go to them at any hour and they stay on it until it is done.
You stay copied on everything, so you always know where a change landed, and Trip Tab keeps the record of it.
Can you handle investor and guest travel, not just our own people?
Yes, and it is one of the most useful parts. Guests confirmed late, joining for a single leg, flying in from wherever they happen to be.
It is arranged the same way management travel is arranged, on one thread with one invoice, so the week does not fragment across four inboxes.
What do you need from us to start?
The meeting schedule, who is travelling, and the dates. That is enough for us to come back with the plan for the whole week.
Twenty minutes on a call first, so we understand how the desk runs before we touch anything.
GIVE US THE NEXT ROADSHOW.
KEEP THE DESK ON COVERAGE.
One week, executed end to end, with a complimentary VIP concierge for your team. If it does not save the desk real hours, you have lost nothing but the twenty minutes.