All features
Unified dashboard
Real-time portfolio KPIs: valuation, provisions, sector and region allocation, configurable widgets to manage faster and better. 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
- Overview of valuation, provisions, sector and region allocation
- Interactive charts: financial evolution, instruments, geo allocation
- Configurable widgets: Pipeline, Calendar, Monitoring, Campaigns, Recent deals, Next steps, Operations, Portfolio cockpit
- Customisable drag-and-drop layout
- Dashboards tailored to investment priorities
Business benefits
- Immediate access to key metrics
- Better prioritisation of team actions
- Faster investment decisions
See this feature in a real context
Customised demo on your portfolio and deal flow process.
Related reading : Comparable company selection: the framework that survives diligence
See also : Portfolio valuation software, Valuation campaigns, Deal Flow