The financial operating system for alternative-asset investing.

Built for regulated and near-regulated institutions – where every number has to be defensible to a regulator, an investor, or the board. One governed platform, not a stack of spreadsheets.

85% of capital markets firms expect their operations to strain as activity grows

AutoRek, The Infrastructure Gap: Capital Markets Operations 2026

Join the Kelvyn CommunitySee the cost of inaction
$24T
Global alternative-investments AUM, heading to $32T by 2030
7
C-Suite Roles Unified in One Platform
The Problem

The cost isn’t theoretical – it compounds across every layer of your business.

1 in 3 institutional investors have already walked away from a manager over operational concerns. Here’s where the money goes.

Operational Waste
The money you’re burning
15.9%
AutoRek, The Infrastructure Gap: Capital Markets Operations 2026
of operational budgets lost to rework driven by manual processes and spreadsheets
Kelvyn estimate: ~EUR 290K/yr for a EUR 500M AUM firm, at 37 bps opex/AUM (Campden Wealth/RBC, 2025).
Lost Mandates
The money you never earn
1 in 3
J.P. Morgan Institutional Investor Survey
institutional investors walk away over operational concerns
A lost mandate at EUR 50–100M, at a 1.5% fee over a 10-year fund life: EUR 750K–1.5M.
Exit Discount
The money you lose at sale
10–25%
Damodaran / NYU Stern
valuation discount for key-person dependency
On a EUR 30–60M firm valuation = EUR 3–15M that evaporates at exit.
Regulatory Fines
The money they take from you
$4.6B
SEC / Fenergo 2024 | ESMA Annual Statistical Report 2024
in US financial penalties in 2024 (bank fines up 522%)
EU NCAs imposed EUR 100M in fines in 2024 (up 41% YoY). MAR: EUR 45.5M. MiFID II: EUR 44.5M.

Total exposure for a EUR 500M–1B firm: EUR 290–590K/yr in operational waste + millions in lost mandates and exit value.

The Solution

One platform that turns operations into a flywheel for growth.

Fragmented tools, siloed data, manual workarounds. Kelvyn unifies portfolio management, governance, compliance, and transactions into one auditable platform that scales with your business.

Governed Workflows
Eliminates operational waste
From
Spreadsheet loops, manual reconciliation, duplicated effort
To
Industrialised processes – automated workflows, single source of truth, zero rekeying
Outcome
Stop paying for rework.
Institutional Ops
Wins mandates you’re losing
From
Fragmented reporting, no real-time transparency, failed ODD reviews
To
Investor-ready infrastructure – validated data ingestion, statutory statements, sealed archive packages you can verify
Outcome
Pass ODD. Win the mandate.
Documented Governance
Protects your exit value
From
Key-person dependency, undocumented processes, informal decision-making
To
Role-based governance – every approval recorded, every version retained
Outcome
Documented, not dependent.
Automated Compliance
Stops the fines before they start
From
Manual record-keeping, spreadsheet-based reporting, regulatory scramble
To
Hash-chained audit trail – schema-driven statutory reporting, immutable compliance records
Outcome
Audit-ready. Always.
The Platform

Every function. Every risk. One governed flywheel.

kelvyn.app/dashboard
Kelvyn Platform Dashboard
How It Works

Three governed steps turn raw portfolios into board-approved, tradeable assets.

1

Ingest & Model

What it does
Import legacy portfolios or build investment plans directly in an enterprise-level AI agentic platform
Financial, risk and regulatory calculations – IFRS 9 amortised cost, Basel III capital, ICAAP and statutory financial statements – computed on validated, audit-ready data
Outcome
Every number governed. Every curve versioned.
Ingest & Model
2

Govern & Approve

What it does
Board-level approval workflows – Draft → Shared → Proposed → Approved → Board – with full version control
Role-based access, hash-chained audit trail, and segregation of duties on signatures – a system administrator cannot sign a board vote
Outcome
Board-ready governance. Audit-proof decisions.
Govern & Approve
3

Transact & Sell

What it does
Restructure, split or merge portfolios – amortisation schedules re-anchored and lineage preserved across every version
AI-generated Virtual Data Room with teasers, NDAs, and watermarked documents
Outcome
Close portfolio deals in weeks, not months.
Transact & Sell
AI-Agentic Architecture

Intelligence embedded in every workflow – not bolted on.

1

Kelvyn Copilot

What it does
Workflow assistant embedded in every screen – execute portfolio actions through conversation
Open sale dialogs, launch transaction wizards, clone, split, merge, and navigate the platform without touching a menu
Outcome
Act faster. Every write still waits for your approval.
Kelvyn Copilot
2

Kelvyn Intelligence

What it does
Dedicated analytics engine with a full-page canvas – ask questions in natural language and get live charts, KPI cards, and narratives across snapshots, business plans, transactions, and governance
Pin insights as persistent artifacts, publish to a shared Knowledge Base, and receive a proactive Morning Brief on portfolio changes
Outcome
From data to decisions. In seconds.
Kelvyn Intelligence
Regulatory-native engine · IFRS 9 / Basel III / ICAAP built in · Cloud-native · Row-level tenant isolation · RFC 3161 timestamped audit trail
The C-Suite Workflow – Transformed

Every function touches the same portfolios. Today they’re fragmented. With Kelvyn, they’re unified.

CIO
Today
Deal origination in email. Financial modelling in standalone spreadsheets. No structured acquisition/disposal pipeline.
With Kelvyn
End-to-end investment workflow – origination, financial modelling, portfolio structuring, and disposal – in one governed pipeline.
CFO / CRO
Today
Manual reconciliation. Fragmented P&L and cash flow data. Stress scenarios rebuilt by hand each quarter, with no audit trail.
With Kelvyn
IFRS 9 amortised cost, balance sheet and P&L from one engine. Book-wide stress on EBA and ESRB scenarios, propagated through to the full statements, with Monte Carlo NPV and portfolio VaR.
COO
Today
Growth outpaces operations. No clear Target Operating Model. Scaling means hiring, not industrialising.
With Kelvyn
Operational blueprint that scales with AUM. Align teams to a governed TOM – grow without linear headcount.
CCO
Today
Manual compliance checks. Audit trail lives in email threads. Regulatory reporting is a scramble.
With Kelvyn
Hash-chained audit trail with RFC 3161 timestamps – any later edit breaks verification. Schema-driven statutory reporting. Recall workflow from CEO to CCO.
CEO → Board
Today
Board packs assembled by hand. No governance workflow. Decisions lack a documented trail.
With Kelvyn
Business Plan versioning to Board approval. CEO submits, Chairman approves, system auto-archives.

One platform. Every function. Every risk. From fragmented tools to a governed flywheel – financial modelling, stress testing, compliance, and board governance unified.

The Value We Deliver

From fragmented tools to a single governed platform – value in weeks, not months.

Phase 1
Consulting

See ROI before committing to anything

4-week governance assessment
Reveals where manual processes are costing you money
Quick wins from week one
Process documentation, data readiness, compliance fixes
Zero platform commitment
Standalone engagement. Pay for consulting, get results.
EUR 290–590K
efficiency gains mapped
4 Weeks
to a mapped governance baseline
Phase 2
Platform

Your ongoing operational improvement partner

Replace manual reconciliation and rework
Automated workflows absorb the reporting, reconciliation and compliance steps that consume the 15.9%
Governed data, fewer manual errors
Structured workflows and audit trails replace error-prone handoffs
Evolves with your firm, every quarter
New dimensions, deeper intelligence, continuous governance maturity gains
100%
of AI writes wait for your approval
10 yrs
immutable version retention

Start with a 4-week governance assessment. See exactly where you’re leaking value – with zero platform commitment.

The Kelvyn Community

The executive peer group for leaders governing complex portfolios.

A curated group of CFOs, CIOs, and COOs at alternative asset managers, family offices, banks and credit institutions, and credit servicers – sharing what works, pressure-testing what doesn’t, and building the governance playbook the industry is missing.

Weekly Roundtables

Intimate, structured sessions with 5–10 C-suite peers. Not webinars – working sessions where you bring your real problems and leave with actionable next steps.

Shape the Product Roadmap

Your workflows, your pain points, your feedback – built directly into what we ship. Early members don’t buy software. They co-design it.

Curated Executive Network

Direct access to CFOs, COOs, and CIOs at regulated institutions across Europe. Peer-matched by institution type and AUM tier.

Governance & AI Workshops

Monthly deep-dives: IFRS 9 automation, board-pack governance, three-lines-of-defence, AI-powered compliance. Led by practitioners, not vendors.

Complimentary Onboarding

Founding members receive full platform setup and data migration at no cost – because your early input is worth more to us than an implementation fee.

Founding Member Pricing

Members who join before general availability lock in their rate. No surprise increases. The earlier you commit, the more favourable the terms – permanently.

Limited to senior leaders at regulated and near-regulated financial institutions. Applications reviewed individually.

Governance Infrastructure That Builds Enterprise Value.

The Kelvyn Community brings together C-suite leaders at regulated institutions to share operational playbooks, pressure-test governance approaches, and get early access to a platform built around their input. Membership is by application.

Weekly roundtables with C-suite peers
EUR 290–590K/yr in operational savings mapped
Complimentary onboarding for founding members
Audit-ready governance from day one

Join 14 leaders from firms managing EUR 2B+ in assets

Verifiable today

RFC 3161 trusted timestampingTamper-evident audit trailSegregation of duties on signatures

Certification roadmap

SOC 2 Type II — plannedISO 27001 — planned
Frequently Asked

Questions we hear from leaders like you.