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European PE / VC valuation platform

The valuation platform for private equity

IPEV 2025 valuation campaigns, portfolio monitoring and an immutable audit trail — from KPI collection to committee decision.

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IPEV 2025 compliant · Immutable audit trail · EU-hosted

Jolv fund cockpit — NAV, TVPI and DPI performance

Inbound and outbound connections

Your data comes in, your deliverables go out, your tools talk to Jolv

InboundMarket data and registries · Documents and collection · ERP and back office
  • FMP
  • FactSet
  • PitchBook
  • Mergermarket
  • S&P Capital IQ
  • Crunchbase
  • Fiscal.ai
  • BODACC
  • AMF
  • Pappers
  • BCE
  • Apollo.io
  • Excel
  • PowerPoint
  • Word
  • PDF
  • Capital Venture 4
  • eFront
  • Allvue Systems
  • Chronograph
  • Dynamo Software
  • Juniper Square
jolv.Valuation platform

AI layer

framed by your process: it prepares, the workflow decides

  • Financial data extraction
  • Valuation copilot
  • Strategic monitoring
  • Waterfall analyst

Workflow

role-based approval, every assumption traced

  1. Collect
  2. Value
  3. Approve
  4. Lock

Sealed valuationIPEV 2025 campaigns · immutable audit trail · Freeze & Lock

Two-wayAI assistants via MCP · Email and calendar
  • Claude via MCP
  • Gmail
  • Microsoft 365
  • Google Calendar
OutboundDeliverables

Sealed valuation sheets · Audit pack · Quarterly summary · Excel exports

Native connectors, file imports and connectors on request. AI assistants read-only, within your Jolv permissions. Email and calendar both ways: emails and attachments linked to companies, sending and meetings from Jolv.

Trust & Security

Infrastructure hosted on SOC 2 Type II-certified providers

  • Professional liability insured (Hiscox)
  • Cyber risk insured (Hiscox CyberClear)
  • EU data residency
  • Aligned with IPEV 2025 Guidelines
  • GDPR-aligned processing
  • DORA-ready

One platform, four modules

Built for private equity teams, growth funds, VCs and family offices.

  • Valuation

    IPEV 2025 campaigns, auditable end to end

    Multi-period campaigns, comparables, equity bridge, waterfall, private debt, Freeze & Lock.

    Learn more
    Fair value synthesis by instrument in Jolv

  • Portfolio

    Your holdings, unified

    KPIs, provisions, movements, fund cockpit, multi-fund and multi-vehicle.

    Learn more
    Jolv portfolio dashboard

  • Deal Flow

    From sourcing to closing

    Kanban pipeline, scoring, follow-ups, investment committee, full history.

    Learn more
    Kanban deal flow pipeline in Jolv

  • CRM

    Your network, connected to your deals

    Contacts, interactions, email, calendar — relationships that feed the pipeline.

    Learn more
    Jolv CRM — contacts and interactions
Jolv × AI

AI, governed by your process

Specialised agents working on your data, inside your permission scope — plus MCP access for your own assistants.

Jolv agents

  • Jolv AI

    Query funds, holdings and campaigns in natural language.

  • Financial data extraction

    Financial statements imported and structured automatically — revenue, EBITDA, EBIT, net income.

  • Waterfall analyst

    The distribution waterfall, explained: seniority, liquidation preferences, ratchets.

  • Strategic monitoring

    News on your holdings analysed by AI, every day.

  • Valuation copilot

    Method and comparable suggestions — you stay in control.

  • IC memo

    An investment memo generated from your data, committee-ready.

Jolv MCP Server

Connect Claude — and any compatible AI assistant — directly to your portfolio data. Read-only, secure, hosted in Europe.

Jolv audit trail queried from Claude via the MCP server
  • Read-only — no writes possible
  • Respects your permissions (organization and per-fund isolation)
  • Data hosted in the EU, GDPR-aligned processing
  • Model Context Protocol standard — Claude Connectors compatible
Talk to the team

The institutional foundation

Governance, performance and methods — what an investment committee and an auditor expect.

  • Approval, Freeze & Lock

    Submission → review → finalization workflow with role separation; finalized campaigns are locked and every change is time-stamped and attributable in the audit trail.

  • Fund performance & exports

    NAV, TVPI, DPI, RVPI, net IRR and MOIC per fund, consolidated and exportable for your own LP reporting.

  • Advanced waterfall

    Exit scenarios, debt tranches by seniority, management package / ratchet (MIP) and cap table by co-investor.

  • Market multiples

    FMP listed comparables with tier 1/2 peers, statistics, illiquidity discount and automated equity bridge.

  • Private debt valuation

    Dedicated module: DCF on live EURIBOR/SOFR curves (ECB), multi-scenario PWERM, OPM for convertibles, inter-creditor waterfall, multi-factor sensitivities and Excel export with formulas.

  • Management data collection

    Secure link sent to management for data and document collection. Fewer follow-ups, more reliability.

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What sets Jolv apart

  • From dispersion to centralisation

    Jolv replaces fragile Excel files with a real-time, collaborative and secure platform.

  • From generic to purpose-built

    Built exclusively for private equity, not an adapted CRM.

  • From legacy to modern

    Native Agentic AI, modern interface, set up without an IT project.

How it works

  1. Collect

    KPIs collected from executives, financial statements extracted automatically.

  2. Value

    Comparables, equity bridge, waterfall — every assumption traced.

  3. Approve

    Submission, review, validation: a role-based workflow.

  4. Lock

    Freeze & Lock: the finalised campaign becomes immutable, audit-ready.

Jolv in numbers

  • IPEV 2025

    Valuation guidelines applied

  • 6

    Website languages

  • EU

    Data hosting

  • Agentic AI

    In every module

Security and compliance first

  • Hosting on providers certified under SOC 2 Type II and ISO 27001 (e.g. Supabase); GDPR-aligned processing
  • 2FA, multi-tenant isolation, role-based permissions
  • Activity logs and full operational traceability
  • Infrastructure and data hosted in Europe

Resources

Frequently asked questions

Setup is guided and requires no IT project: configuration, portfolio import and team onboarding.

Yes. The product covers the full cycle with multi-user collaboration and dashboards.

It is a Model Context Protocol (MCP) server that connects your AI assistant — Claude and any compatible client — to your Jolv data, read-only: fund synthesis (NAV, TVPI, DPI, RVPI, net IRR), IPEV valuation sheets, waterfalls and audit trails. It respects your permissions (organization and per-fund isolation), allows no writes, and is hosted in Europe.

Yes. At fund level, Jolv consolidates NAV, TVPI, DPI, RVPI, net IRR and MOIC, with invested cost and distributions. The metrics are exportable for LP reporting.

Yes. Jolv generates an AI investment-committee (IC) memo from the deal brief, financials and activities, exportable to Word.

Jolv applies an approval workflow (submission → review → finalization) with role separation. Finalized campaigns are locked (Freeze & Lock) and every change is time-stamped and attributable in the audit trail.

Multi-tenant isolation, roles, 2FA, activity logs, GDPR-aligned processing, and hosting on infrastructure from providers certified under SOC 2 Type II and ISO 27001 (e.g. Supabase).

Market multiples (listed comparables), cost basis, provisions, NAV, last funding round, and transaction approach. Integrated equity bridge with automated waterfall.

The module values private debt instruments (Senior Secured, Unitranche, Mezzanine, PIK Note, Venture Debt, Convertible) via DCF discounted on live EURIBOR/SOFR curves (ECB data), multi-scenario PWERM, and OPM for convertibles. It supports multiple instruments per borrower, inter-creditor waterfall, multi-factor sensitivities (rate, spread, EBITDA) and Excel export with integrated formulas.

Yes. Multi-fund management, valuation modes per vehicle and consolidated dashboard are designed for multi-vehicle investors.

Monitoring runs daily with an agentic AI that collects and analyses news (press and legal, BODACC), assigns an impact score and classifies signals as opportunities, threats or neutral. Covers both portfolio and deal flow.

JOURNAL

What we write about valuation

Our positions on method, compliance and committee practice.

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Discover Jolv with a private demo

30-min demo with our team. No commitment, tailored to your process.