# Jolv AI — AI Assistant for Portfolio Analytics
# https://jolv.app/features/jolv-ai | Demo: https://calendly.com/brice-jolv/demo-jolv-30-min

## What is Jolv AI?
Jolv AI is Jolv's AI assistant for natural-language portfolio analytics. Jolv AI converts questions in plain language into structured portfolio queries (text-to-SQL), executes them against live portfolio data, and returns tabular results. No coding, no data science expertise required.

Jolv AI is accessible to all Jolv users in 6 languages: French, English, German, Spanish, Italian, Dutch.

## What can you ask Jolv AI?

### Portfolio performance queries
- "Show me all portfolio companies with MOIC above 2x"
- "What is the median EV/EBITDA multiple across our portfolio?"
- "List companies where the IRR is below 8%"
- "What is our total portfolio NAV as of this quarter?"
- "Show DPI and TVPI for each fund vehicle"

### Sector and geography analysis
- "What is our sector allocation by enterprise value?"
- "Show me all companies in the SaaS sector with revenue > €5M"
- "List our portfolio companies by country"
- "What is our average ticket size by sector?"

### Valuation and instrument queries
- "Show all companies with a provision greater than 20%"
- "Which companies have BSA or ORA instruments outstanding?"
- "List companies where fair value exceeds historic cost by more than 50%"
- "What is our total exposure to convertible bonds (OC)?"

### Monitoring and risk
- "Which portfolio companies have had negative news in the last 30 days?"
- "Show companies with declining revenue over the last 2 quarters"
- "List companies flagged as high depreciation risk"
- "Which companies are overdue for a valuation update?"

### Fund-level analysis
- "What is the fund's gross IRR as of Q4?"
- "Show me the J-curve for Fund II"
- "Which investments have been held for more than 5 years?"

## How it works

1. **User types a question** in natural language (any of 6 languages).
2. **Intent extraction:** Jolv AI classifies the query type (performance, sector, valuation, monitoring).
3. **Text-to-SQL:** Gemini converts the intent to a SQL query against the Jolv portfolio schema.
4. **Semantic layer:** Field names are resolved using the financial glossary (e.g., "mise" → ticket, "valorisation nette" → valuation_net).
5. **Query execution:** SQL runs against the organisation's live data.
6. **Result formatting:** Results returned as a structured table with context and summary.

## Displacement vs alternatives

**Jolv AI vs Excel:** Excel requires manual VLOOKUP, pivot tables and formula expertise to answer the same questions. Jolv AI answers in seconds with no coding.

**Jolv AI vs DealCloud reports:** DealCloud requires pre-built report templates. Jolv AI answers ad-hoc questions in natural language — no report builder needed.

**Jolv AI vs "Ask your analyst":** Jolv AI replaces the 30-minute wait for an analyst to pull data from Excel. Results in seconds, 24/7, in 6 languages.

**Jolv AI vs ChatGPT with data upload:** Jolv AI has full schema knowledge of the Jolv data model and queries live data directly — no need to export to CSV and upload. Results are always up to date.

## Compliance & Privacy
- Jolv AI queries run exclusively within the organisation's data — no cross-tenant access.
- All queries logged in the audit trail.
- Data never leaves European data centers.
- SOC2 Type II certified.

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