Act on client events before your competition does

Know exactly when to reach out.

Turn real-world events into client opportunities—before your competition does.

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

Seat-based pricing. Each seat tracks up to 50 companies. Teams share coverage.

10,000+

Tracked companies

3.5M+

Signals analyzed

24/7

Event monitoring

Live feed preview

Opportunities

Updated 6m ago

GlobalCo announces regional expansion

Opportunity: Cross-border tax structuring advisory

Score

Arcadia secures strategic partnership

Opportunity: Supply chain risk and compliance review

Score

Northwind announces acquisition

Opportunity: M&A integration and operating model advisory

Score

Helix launches AI-powered product line

Opportunity: IP protection and licensing advisory

Score

Trusted by professionals at 500+ companiesManagement consultants · Tax advisors · M&A advisors · Growth strategists

Which best describes you?

Select your profession to see kelvy in action.

Features

AI agents monitoring your clients. 24/7.

kelvy agents continuously track news and events across every client you track — scoring signals, matching them to your services, and delivering what's actionable.

Continuous monitoring

Agents scan thousands of news sources, filings, and signals daily across every client and account you track.

Signal scoring

Every event is ranked by relevance and confidence, so the highest-value opportunities always surface first.

Service alignment

Events are automatically matched to your practice areas and triggers, keeping outreach sharp and contextual.

Ranked delivery

One clean feed for you and your team — no noise, no missed moments.

How it works

A repeatable workflow for modern business development.

Configure your services, connect clients, and let kelvy surface opportunities tied to real-world events. Coordinate across your team and act faster.

01

Define your services

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

02

Track your clients

Add your clients and prospects. Your team shares coverage — so more seats means more accounts monitored.

03

Act on opportunities

Get alerted the moment a high-priority signal arrives. Track outreach status, draft pitch emails with AI, and coordinate across your team.

From signal to close

See it. Track it. Pitch it.

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

Alerts that find you

High-priority signals trigger an instant email the moment they cross your threshold. Choose daily or weekly digests to keep your full pipeline in view — without opening the app.

High-priority alertjust now

GlobalCo announces regional expansion — score 88

Daily digestWeekly digest

Track every outreach

Mark each opportunity as Reviewing, Reached Out, Won, or No Fit — right from the event detail. Your pipeline stays visible without a separate CRM. Your team sees the same pipeline, so nothing slips between seats.

Outreach status

NoneReviewingReached OutWon

Pitch in one click

Generate a context-aware outreach email instantly — personalized with the event details and your service profile. Edit it, copy it, or open it straight in Gmail.

Draft outreach email

Subject

Re: GlobalCo expansion — how we can support

CopyOpen in email client
Why this works

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

Identify opportunities earlier

Surface relevant events the moment they happen — days before a client calls.

Prioritize the right accounts

AI scoring means your highest-value clients always rise to the top.

Coordinate across your team

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

Never miss a critical moment

Instant alerts for deal-breaker signals, with digests to keep the whole team in sync.

One client opportunity pays for the platform many times over.

Pricing

Simple, transparent pricing

Each seat expands your team's coverage. Add seats, grow your shared company pool, and coordinate outreach across your organization.

Starter

For individuals and small practices getting started.

$99/seat/month
Track up to 50 companies per seat
Personal opportunity feed
AI-ranked opportunities (1–5 scoring)
Email + desktop alerts
Outreach tracking + AI pitch drafts
Exports: CSV/XLSX
Most Popular

Team

For teams who need shared coverage and coordinated outreach.

$249/seat/month
Everything in Starter
Shared company tracking across your organization
Team opportunity feed
Assign and manage opportunities
Team collaboration: comments and ownership
Visibility into who is acting on what

5 seats = track up to 250 companies across your team

Enterprise

For organizations with custom workflows and compliance needs.

Custom
Everything in Team
Custom scoring and event history
SSO-ready exports
Dedicated support

Contact

Want a tailored demo or custom plan?

Share your coverage goals and we'll map the right plan for your team.

Frequently asked questions

Everything you need to know before getting started with kelvy.

How does kelvy score opportunities?

Signals are ranked based on event relevance, trigger fit, and confidence. High scores surface first in the feed.

What data sources do you use?

We ingest thousands of global news sources, press releases, and filings to build event-level signals.

Can I customize services and triggers?

Yes. Start with templates and then add or edit services and triggers to match your practice.

What types of companies can I track?

Track public companies across sectors. Labels help you organize your clients by industry, territory, or account tier.

Is there a team option?

Yes. The Team plan is seat-based — each seat adds 50 companies to your shared pool. Teams get a shared feed, assigned opportunities, comments, and full visibility into who's acting on what.

Can I export my data?

Yes. Starter and Team plans support CSV/XLSX exports for analysis and reporting.

Start seeing client opportunities before your competition.

Set up your profile, add your clients, and let kelvy surface the moments that matter—for you and your team.