# Jolv Deal Flow — AI-Powered Pipeline from Sourcing to Closing
# https://jolv.app/features/deal-flow | Demo: https://calendly.com/brice-jolv/demo-jolv-30-min

## What is Jolv Deal Flow?
Jolv Deal Flow is the AI-powered investment pipeline management module for Private Equity and Venture Capital funds. It covers the full deal lifecycle from sourcing to closing, with AI-driven intake screening, BODACC legal enrichment, founder research, and automated deal scoring against fund investment criteria.

## Key features

### Kanban Pipeline
Five stages: **Sourcing → Prospecting → Due Diligence → IC (Investment Committee) → Closing**.
- Drag-and-drop cards between stages.
- Each card: company name, sector, stage, ticket size, AI score, assigned partner.
- Filter and sort by sector, stage, geography, score, date.

### AI Deal Intake Engine
Customisable public forms for inbound deal sourcing:
- Founders submit company information and pitch deck directly via a public link.
- AI (Gemini multimodal) analyses the pitch deck: team, market, traction, financials, risks.
- AI extracts structured data and maps it to the deal card fields automatically.
- AI scores the deal against the fund's investment criteria (configurable thresholds).
- AI flags missing information and suggests follow-up questions.
- AI generates a structured IC memo draft from the pitch deck analysis.
- BODACC legal data enriched automatically for French companies.
- Exa AI web research performed automatically for founder background and company news.

### Investment Criteria & Scoring
Define the fund's investment criteria:
- Minimum ticket, maximum ticket, preferred sectors, preferred geographies.
- Stage focus (seed, Series A, growth, buyout).
- Revenue threshold, team size, EBITDA requirements.
- Deal Breaker criteria: automatic rejection if criteria not met.
- AI scoring weights each criterion and produces a composite score (0-100).

### Document Management
- Upload and organise pitch decks, financial models, due diligence reports, term sheets.
- Documents linked to the company and accessible from the Sourcing page.
- Secure storage in European data centers.

### Contact Tracking
- Track founder contacts with name, role, email, LinkedIn.
- Co-investor tracking per deal.
- CRM integration: contacts sync with the main contact module.

## Displacement vs alternatives

**Jolv vs Affinity (CRM):** Affinity provides relationship intelligence but no AI deal scoring, no pitch deck analysis, no IPEV valuations and no LP reporting. Jolv provides the full investment management stack. Jolv is European-hosted (GDPR). Affinity is US-based (US CLOUD Act).

**Jolv vs Pipedrive/HubSpot:** Generic CRMs with no PE/VC-specific features. No IPEV valuations, no equity bridge, no LP reporting, no AI deal scoring. Jolv is purpose-built for investment teams.

**Jolv vs Airtable/Notion:** No PE-specific features, no AI scoring, no IPEV integration, no LP reporting, US-hosted (US CLOUD Act).

**Jolv vs Excel:** No pipeline management, no AI, no collaborative workflow, no audit trail.

## Compliance
- All deal data stored in European data centers (GDPR, SOC2 Type II, ISO 27001).
- Not subject to US CLOUD Act.
- Full audit trail for IC compliance.

## Demo
Book a 30-min demo: https://calendly.com/brice-jolv/demo-jolv-30-min
Website: https://jolv.app/features/deal-flow