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Jolv AI - AI Assistant

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

  • Conversational search on portfolio data
  • Smart analytics: risk, provisions, aggregations
  • Text-to-SQL for complex queries
  • Semantic search by concept and attributes

Business benefits

  • Faster access to insight
  • Less reliance on manual exports
  • Extended team analytics

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Customised demo on your portfolio and deal flow process.

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