Boardwalktech Software (BWLK) Lytham Partners Fall 2025 Investor Conference summary

Company overview and technology focus

• Specializes in AI data management and information intelligence, with a patented digital ledger platform and 10 patents.

• Serves over 20 Fortune 500 clients, including Citibank, Levi, Accenture, and Apple, with high customer retention.

• Offers three main products: Boardwalk Velocity (Excel automation), Unity Central (unstructured data management), and the soon-to-launch Boardwalk Secure Communicator (security layer).

• Products are AI-enabled, supporting both GenAI and Agentic AI for enterprise automation and decision-making.

• Focuses on supply chain, manufacturing, financial services, and tax management sectors.

Market trends and industry analysis

• 90% of the world’s data was created in the last two years, driving demand for advanced data management.

• Global AI spending is projected to exceed $1 trillion in coming years, with major investments from Google, Meta, and AWS.

• Digital transformation projects often fail, and most supply chain executives see limited value from current data investments.

• Boardwalktech positions itself as a solution to data chaos, transforming unstructured data into AI-ready, actionable intelligence.

Product innovation and use cases

• Velocity platform streamlines Excel-based processes, improving version control and collaboration.

• Unity Central organizes and analyzes unstructured data, enabling rapid AI-driven insights for supply chain and compliance.

• Secure Communicator introduces passwordless, zero-trust authentication, targeting significant cost savings for large enterprises.

• Case studies show reduced process times, increased ROI, and improved compliance for clients in banking, semiconductors, and BPO.