Calendar and activities

Unified tracking of investment interactions: Outlook/Google sync, emails linked to companies, filterable calendar view. Discover Jolv features: portfolio dashboard, valuation campaigns, Kanban deal flow, Jolv AI, exports and collaboration. Software for PE/VC funds. All features · Home · Fund security

Product capabilities

Outlook and Google sync
Meetings and events linked to companies (portfolio and pipeline)
Automatic email sync (Gmail/Outlook) linked to companies via contacts
Send emails from Jolv (Outlook/Gmail) tied to company records
Activity tracking: meetings, emails, notes, board events
Monthly calendar view and filterable list

Business benefits

Better preparation for interactions
Ongoing operational traction
Fewer missed follow-ups

See this feature in a real context

Customised demo on your portfolio and deal flow process.

Book a demo with an expert