Features | Jolv – Portfolio, deal flow, valuation, AI

Valuation campaigns

End-to-end multi-campaign management: creation, cross-campaign comparison, secure executive input, usable decision history.

Fair Value & Multiples

Listed comparables, equity bridge and automated valuation: tier 1/2 peers, configurable IPEV discount, AI benchmark.

Private debt valuation

Comprehensive module for valuing private debt instruments with live ECB curves.

Management Data Collection

Secure links for financial data and document collection from management, with submission tracking and follow-ups.

Unified dashboard

Real-time portfolio KPIs: valuation, provisions, sector and region allocation, configurable widgets to manage faster and better.

Portfolio valuation software

All participation data (financials, instruments, contacts, documents) in a single source of truth, no more scattered files.

Multi-fund Management

Manage multiple vehicles with tailored methodologies: fair value IPEV or historical cost, access and reporting per fund.

Deal Flow

Clear Kanban pipeline from sourcing to closing: opportunity tracking, scoring, direct conversion into a portfolio holding.

Application form

Embed a customizable form on your website. Founders submit their dossier directly; AI analyzes pitch decks and scores opportunities.

Calendar and activities

Unified tracking of investment interactions: Outlook/Google sync, emails linked to companies, filterable calendar view.

Contact management

Centralised contact base linked to holdings and co-investors, easy search and export, usable relationship history.

Jolv AI - AI Assistant

Query your portfolio in natural language: conversational search, risk and provision analytics, text-to-SQL for complex queries.

Artificial intelligence

AI automation for repetitive tasks: company description generation, key-event briefs, automatic sector classification.

Exports and reporting

Exports in a few clicks: Excel and PDF one-pagers per holding, logo and organisation customisation.

Multi-user collaboration

Simultaneous teamwork in a secure architecture: multi-tenant isolation, roles, permissions and per-user traceability.

Security and privacy

Data protection at the level investors expect: 2FA, organisational isolation, GDPR-aligned processing, hosting on providers certified SOC 2 Type II and ISO 27001.

Modern, responsive interface

Clear UX for intensive daily use: clean interface, mobile-friendly experience, dark and light theme.

AI Strategic Monitoring

Automated news monitoring on your holdings and opportunities: daily agentic AI collection, impact scoring, competitor tracking.

Jolv MCP Server

Connect your AI assistant to your Jolv data, read-only, via the Model Context Protocol (MCP).