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.
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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Opportunity scoring
Event monitoring
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GlobalCo·42 min ago·New
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
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
Event: Arcadia secures strategic partnership
Risk & Compliance
Why 4/5: Partner integration often exposes vendor and control gaps.
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Pick a profession to preview real opportunity pages — no account needed.
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.
Continuous monitoring of news and public events across every company you track — so timing doesn't depend on who happened to see the article.
Watch market and policy themes beyond a ticker. When something real or foreshadowed changes, kelvy ranks which of your clients are likely impacted.
Events are scored 1–5 against your services and triggers, so high-priority opportunities surface first.
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.
Track status, draft a pitch, and keep your team aligned in one feed — without another CRM project.
Alerts, digests, and exports keep pipeline work in kelvy — not scattered across inboxes and spreadsheets.
Configure your services, track companies and themes, and let kelvy surface opportunities you can research, discuss, and act on—alone or with your team.
Set your profession, add services, and map triggers that create demand.
Add clients and prospects, plus market themes (policy, tariffs, regulation). Teams share company coverage across seats.
Open an opportunity for a brief and AI chat with full context, then track outreach and draft a pitch when you're ready.
Everything you need to go from signal → insight → conversation → outreach, in one place.
Follow tariffs, tax policy, and regulation as first-class themes. When something real or foreshadowed changes, see which tracked clients are likely impacted.
Steel duty review under active consideration
Likely impacts 3 of your companies
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.
Why it matters · who to engage · what to say next
High-priority signals trigger an instant email the moment they cross your threshold. Daily or weekly digests keep the full pipeline in view.
GlobalCo expansion — high priority (5/5)
Generate a context-aware outreach email—event, opportunity, and your services already baked in. Copy or open in your mail client.
Subject
GlobalCo expansion — quick thought on tax structure
Surface company and theme signals the moment they matter — days before a client calls.
Policy and market themes still map to your book, so tariff or tax shifts don’t slip past company-only monitoring.
Research briefs and opportunity chat give you stakeholders, angles, and next steps with full context loaded.
Shared feeds and assigned opportunities keep everyone aligned, not duplicating.
One client opportunity pays for the platform many times over.
Start alone on Plus, or scale seats on Pro when your team needs shared coverage and assignments.
For individual operators who only need one seat.
7-day free trial, then $79/mo
For teams that need shared workflows and multi-seat collaboration.
3 seats ≈ up to 150 companies shared across the org
Everything you need to know before getting started with kelvy.
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.
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.
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).
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.
Use thumbs down, archive, and outreach status (No Fit) to clean your feed. That feedback helps you focus on what matters for your practice.
We monitor public news and related coverage to build event-level signals for the companies and themes you track.
Public companies from our catalog, plus custom companies you add. Labels help you organize by industry, territory, or account tier.
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.
Yes. Plus includes a 7-day free trial so you can set up your profile and see whether the feed is useful before paying.
Yes. Plus and Pro support CSV/XLSX exports for analysis and reporting.