Management Data Collection

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

Secure link generation sent by email to management
Financial data collection and document upload in one flow
Submission tracking and follow-up history
Direct integration into valuation sheets

Business benefits

Fewer manual follow-ups
More reliable and traced data
Time saved for teams and management

See this feature in a real context

Customised demo on your portfolio and deal flow process.

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See also : Unified dashboard, Portfolio valuation software, Valuation campaigns