Exports and reporting

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

Excel export of campaign summaries and financial data
PDF one-pager per company and portfolio summary
Logo and organisation name customisation

Business benefits

Faster reporting
More professional image
Fewer formatting errors

See this feature in a real context

Customised demo on your portfolio and deal flow process.

Book a demo with an expert

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