Kilvin builds custom modeling and reporting software for finance teams: underwriting, waterfalls, forecasts, and the client-facing documents that come out of them. The logic and formatting are yours; we turn them into software so the model stops living in a spreadsheet that has to be copied, emailed, and reconciled without an audit trail.

Where spreadsheets break down

Excel is obviously an incredibly powerful tool; spreadsheets are good for building and exploring a model. The challenge our customers face is maintaining a system of record. The teams we talk to usually describe some version of the same problems: several copies of the same model with slightly different assumptions, no clear record of who changed what or when, macros that only one person understands, and client reports that get rebuilt by hand every quarter.

What we build

• Deal model software with scenarios, cash flows, returns, and sensitivity analysis

• Distribution waterfalls and equity structures

• Branded client-facing reports, proposals, and statements, generated straight from your numbers

• Deal pipelines and investor tracking that sit next to the models they feed

Built from your model, not ours

Off-the-shelf FP&A and modeling tools generally ask you to adopt their structure. We start from your existing workbook, rebuild its logic as software, and check the outputs against the original before your team switches over. If the numbers don't match, we don't ship.

Who we've helped

RIAs, wealth managers and family offices, estate planners, and finance teams across teams of many sizes.

Frequently asked questions