85% of investment firms say operations can't keep pace with growth

The financial operating system for regulated and near-regulated institutions.

Replacing fragmented ecosystems with auditable, governed portfolio intelligence. One platform that unifies portfolio management, governance, compliance, and transactions — so your operations become a flywheel for growth, not a drag on it.

Request Early Access See the cost of inaction
$24T
Global Alternative Investments AUM
$8.9B
Alt Investment Software Market by 2030
10,000+
Near-Regulated Institutions
7
C-Suite Roles Unified in One Platform

Enterprise Grade Security

SOC 2 Type II
ISO 27001
GDPR Compliant
Bank-Grade Encryption
The Problem

The cost isn't theoretical — it compounds across every layer of your business.

82% still rely on manual processes. 1 in 3 institutional investors have already walked away from a manager because of it. Here's where the money goes.

Operational Waste
The money you're burning
16%
of operational budget spent correcting errors from manual processes
For a EUR 500M AUM firm: ~EUR 575K/yr burned on fixing avoidable errors.
AutoRek 2026 Capital Markets Survey
Lost Mandates
The money you never earn
1 in 3
institutional investors walk away over operational concerns
A single lost mandate at EUR 50–100M = EUR 750K–1.5M in fees over the fund life.
J.P. Morgan Institutional Investor Survey
Exit Discount
The money you lose at sale
10–25%
valuation discount for key-person dependency
On a EUR 30–60M firm valuation = EUR 3–15M that evaporates at exit.
Damodaran / NYU Stern
Regulatory Fines
The money they take from you
$4.6B
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.
SEC / Fenergo 2024 | ESMA Annual Statistical Report 2024

Total exposure for a EUR 500M–1B firm: EUR 400–900K/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
Save EUR 400–900K/yr
Institutional Ops
Wins mandates you're losing
From
Fragmented reporting, no real-time transparency, failed ODD reviews
To
Investor-ready infrastructure — real-time dashboards, GIPS-compliant reporting, full audit trail
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 process documented, every decision auditable
Outcome
Eliminate the 10–25% discount.
Automated Compliance
Stops the fines before they start
From
Manual record-keeping, spreadsheet-based reporting, regulatory scramble
To
Hash-chained audit trail — automated regulatory 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, ECL, IAS 39 hedge accounting — performed instantly on validated, audit-ready data
Ingest & Model
Outcome
Every number governed. Every assumption traceable.
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 three-lines-of-defence risk governance
Govern & Approve
Outcome
Board-ready governance. Audit-proof decisions.
3

Transact & Sell

What it does
Restructure, split, or merge portfolios — all calculations and hedging positions recalculated instantly
AI-generated Virtual Data Room with teasers, NDAs, and watermarked documents
Transact & Sell
Outcome
Close portfolio deals in weeks, not months.
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
Kelvyn Copilot
Outcome
Act faster. Talk to your platform.
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
Kelvyn Intelligence
Outcome
From data to decisions. In seconds.
Regulatory-native engine · IFRS 9 / IAS 39 / Basel III-IV built in · Cloud-native · Multi-tenant · Enterprise-grade security
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. Hedging exposure managed in spreadsheets with no scenario visibility.
With Kelvyn
IFRS 9 ECL, IAS 39 hedge accounting, balance sheet and P&L — computed automatically. Hedging strategies optimised with scenario stress-testing.
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. Automated regulatory reporting. Every action immutable, traceable, and recall-ready.
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, hedging, 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 400–900K
efficiency gains mapped
4 Weeks
to first ROI
Phase 2
Platform

Your ongoing operational improvement partner

Cut operational costs 25–40%
Automated workflows replace manual reconciliation, reporting, compliance
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
25–40%
opex reduction
>140%
NRR — customers expand

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

Don't let operational debt become your firm's defining risk.

Be among the first institutions to modernise their financial operations. Request early access and we'll be in touch.

Your data is encrypted and never shared.
Save EUR 400–900K/yr
Pass ODD. Win the mandate.
Eliminate the 10–25% exit discount
Audit-ready. Always.