Company news · market themes · research you can act on

Know exactly when to reach out.

Turn company events and market themes into ranked opportunities—then research and chat to decide who to call and what to say.

You already know who to call. We tell you when—and why.

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10,000+

Companies in catalog

1–5

Opportunity scoring

24/7

Event monitoring

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Companies & themes

Updated 6m ago

GlobalCo·42 min ago·New

Structure cross-border entities before profit flows land

Event: GlobalCo announces multi-country expansion

International Tax

Why 5/5: New entities and profit flows usually need transfer pricing updates.

US–Canada tariffs·1h ago·New

Map supply-chain exposure before any duty schedule lands

Event: Trade officials open review that could expand steel duties

Impacts 3 of your companies

Trade & Customs

Why 4/5: Credible policy review — prepare clients before rules take effect.

Arcadia·1:18 PM

Review supply-chain risk as partner integration starts

Event: Arcadia secures strategic partnership

Risk & Compliance

Why 4/5: Partner integration often exposes vendor and control gaps.

Built for client-facing professionalsTax advisors · Consultants · M&A advisors · Legal · Growth teams

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Features

Companies, market themes, and research—on one feed.

kelvy monitors the companies you track and the themes you care about—tariffs, tax law, regulation, and more—then scores what fits your services so you can research and act.

Never miss a client trigger

Continuous monitoring of news and public events across every company you track — so timing doesn't depend on who happened to see the article.

Thematic opportunities

Watch market and policy themes beyond a ticker. When something real or foreshadowed changes, kelvy ranks which of your clients are likely impacted.

Only what fits your practice

Events are scored 1–5 against your services and triggers, so high-priority opportunities surface first.

Research & chat on every opportunity

Generate a short brief (who to engage, what to say), dig deeper with web research, then ask follow-ups in a chat that already has full context.

From signal to outreach

Track status, draft a pitch, and keep your team aligned in one feed — without another CRM project.

Built for how you sell

Alerts, digests, and exports keep pipeline work in kelvy — not scattered across inboxes and spreadsheets.

How it works

A repeatable workflow for modern business development.

Configure your services, track companies and themes, and let kelvy surface opportunities you can research, discuss, and act on—alone or with your team.

01

Define your services

Set your profession, add services, and map triggers that create demand.

02

Track companies & themes

Add clients and prospects, plus market themes (policy, tariffs, regulation). Teams share company coverage across seats.

03

Research, chat, and act

Open an opportunity for a brief and AI chat with full context, then track outreach and draft a pitch when you're ready.

From signal to close

See it. Research it. Pitch it.

Everything you need to go from signal → insight → conversation → outreach, in one place.

Themes, not just tickers

Follow tariffs, tax policy, and regulation as first-class themes. When something real or foreshadowed changes, see which tracked clients are likely impacted.

US–Canada tariffs

Steel duty review under active consideration

Likely impacts 3 of your companies

Research & chat

One-click opportunity brief, optional web deepen, then a chat that already knows the event, your services, and the score—no re-explaining the news.

Opportunity research

Why it matters · who to engage · what to say next

“Who should I contact first?”

Alerts that find you

High-priority signals trigger an instant email the moment they cross your threshold. Daily or weekly digests keep the full pipeline in view.

High-priority alertjust now

GlobalCo expansion — high priority (5/5)

Pitch in one click

Generate a context-aware outreach email—event, opportunity, and your services already baked in. Copy or open in your mail client.

Draft outreach email

Subject

GlobalCo expansion — quick thought on tax structure

Why this works

You don't need more leads. You need better timing.

Identify opportunities earlier

Surface company and theme signals the moment they matter — days before a client calls.

Catch what never names a ticker

Policy and market themes still map to your book, so tariff or tax shifts don’t slip past company-only monitoring.

Go deeper without leaving the page

Research briefs and opportunity chat give you stakeholders, angles, and next steps with full context loaded.

Coordinate across your team

Shared feeds and assigned opportunities keep everyone aligned, not duplicating.

One client opportunity pays for the platform many times over.

Pricing

Simple pricing that matches how you work

Start alone on Plus, or scale seats on Pro when your team needs shared coverage and assignments.

Plus

For individual operators who only need one seat.

$79/mo

7-day free trial, then $79/mo

1 seat
Personal feed and watchlist
Up to 50 tracked companies
Market themes + thematic opportunities
Top opportunities per event + 1–5 scoring
Opportunity research brief + chat (10 msgs/opp)
14-day event history
Alerts + email digests
Outreach tracking + AI pitch drafts
CSV/XLSX exports
Most Popular

Pro

For teams that need shared workflows and multi-seat collaboration.

$149/seat/mo
Everything in Plus, multi-seat
Coverage teams by region or sector
Shared company sets, assignments, and comments
Full opportunity depth + reasoning
Higher chat limit (40 msgs/opportunity)
90-day event history
Org-wide collaboration
Advanced AI models
Priority support

3 seats ≈ up to 150 companies shared across the org

Enterprise

For organizations with custom workflows and procurement needs.

Custom
Everything in Pro
Custom onboarding and volume
Security / procurement support
Dedicated success contact

Contact

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Frequently asked questions

Everything you need to know before getting started with kelvy.

How does kelvy score opportunities?

Each event is scored 1–5 against your services and triggers. Higher scores mean a stronger fit and show up first in your feed. Theme items only score when something real or credibly foreshadowed changes—not mere talk.

What are thematic opportunities?

Themes are market or policy topics you watch (for example tariffs or tax law) in addition to named companies. When relevant news arrives, kelvy creates theme opportunities and can rank which of your tracked clients are likely impacted.

What is opportunity research and chat?

On any opportunity, generate a short brief (why it matters, stakeholders, next steps), optionally deepen it with web research, then ask follow-up questions in a chat that already has the event, scores, and your services as context. Message limits per opportunity depend on your plan (Plus vs Pro).

How long until I see opportunities?

After you set your profession and add companies (and optional themes), monitoring starts right away. Most users see ranked opportunities as new events are processed — often within the first day, depending on news volume for your list.

What if something isn’t relevant?

Use thumbs down, archive, and outreach status (No Fit) to clean your feed. That feedback helps you focus on what matters for your practice.

What data sources do you use?

We monitor public news and related coverage to build event-level signals for the companies and themes you track.

What types of companies can I track?

Public companies from our catalog, plus custom companies you add. Labels help you organize by industry, territory, or account tier.

Plus vs Pro — which do I need?

Plus is one seat for individual operators. Pro is multi-seat for coverage teams by region or sector, with shared company sets, assignments, comments, and higher opportunity-chat limits. Enterprise is for custom volume and procurement needs.

Is there a free trial?

Yes. Plus includes a 7-day free trial so you can set up your profile and see whether the feed is useful before paying.

Can I export my data?

Yes. Plus and Pro support CSV/XLSX exports for analysis and reporting.

Start seeing client opportunities before your competition.

Set up your profile, add companies and themes, and let kelvy surface, research, and help you act on the moments that matter.