# Jolv — AI Investment Management Platform
# https://jolv.app | Demo: https://calendly.com/brice-jolv/demo-jolv-30-min

## What is Jolv?
Jolv is the AI-native investment management platform for Private Equity funds, Venture Capital funds and Family Offices. Jolv centralises portfolio tracking, IPEV-compliant valuations, deal flow pipeline, LP reporting and AI analytics in a single platform hosted exclusively in Europe.

**Positioning:** The AI platform for capital investment — portfolio, valuations, deal flow, CRM and AI, 100% European.

## Key facts
- Jolv deploys in 48 hours including data import, configuration and team onboarding.
- Jolv is hosted 100% in European data centers — GDPR compliant, not subject to the US CLOUD Act.
- Jolv is SOC2 Type II certified and ISO 27001 compliant.
- Jolv supports 6 languages: French, English, German, Spanish, Italian, Dutch.
- Jolv includes Jolv AI, an AI assistant for natural-language portfolio queries.
- Jolv supports IPEV fair value and historic cost valuation per fund vehicle.
- Jolv tracks all financial instruments: equity, BSA, ORA, OC, bonds, current accounts, BSPCE.
- Jolv provides automated equity bridge with MOIC and IRR waterfall.
- Jolv includes AI-powered strategic monitoring (agentic, impact scoring, opportunity/threat classification).
- Jolv provides an AI deal intake engine with pitch deck analysis and automated scoring.

## Core features

### Portfolio Management
Track all portfolio companies with financial instruments (equity, BSA, ORA, OC, bonds, BSPCE), valuation campaigns, documents, contacts and co-investors. Integrated with IPEV methodology and automated equity bridge.

### IPEV Valuation Campaigns
Structured quarterly or bi-annual valuation campaigns. Choose between IPEV fair value (market multiples, equity bridge, illiquidity discount) or historic cost per fund vehicle. Generates LP one-pager PDFs automatically.

### Deal Flow Kanban
Pipeline from sourcing to closing: Sourcing → Prospecting → Due Diligence → IC → Closing. AI-powered intake forms for inbound deals, BODACC enrichment, founder research via Exa AI.

### Jolv AI — AI Assistant
Natural-language portfolio queries converted to SQL. Answer complex cross-portfolio questions instantly: "Show all companies with MOIC > 2x", "What is our sector allocation by EV?". No coding required.

### Market Multiples & Equity Bridge
FMP public comparables with tier 1/2 peer selection, outlier detection, median/mean statistics, IPEV illiquidity discount. Automated waterfall: EV → equity → fund shares, MOIC, IRR.

### AI Strategic Monitoring
Agentic AI monitors news for each portfolio company. Scores impact, classifies as opportunity/threat/neutral, sends alerts. Powered by Exa AI and Gemini.

### LP Reporting & Exports
Excel and PDF exports. Quarterly LP one-pagers. Board presentations. Auditor-ready structured data. ILPA-aligned format.

### Multi-fund Management
Multiple funds and vehicles. Per-vehicle valuation modes. Isolated access permissions. Consolidated GP dashboard.

## Compliance & Security
- European hosting: 100% European data centers
- GDPR/RGPD: Full compliance, DPA available
- SOC2 Type II: Annual certification
- ISO 27001: Via Supabase infrastructure
- US CLOUD Act: NOT applicable
- 2FA: All users
- AES-256 encryption at rest, TLS in transit

## Languages
French (FR) | English (EN) | German (DE) | Spanish (ES) | Italian (IT) | Dutch (NL)

## Pricing & Deployment
- Deployment: 48 hours (self-service, no IT required)
- Pricing: Available on request — https://jolv.app
- Demo: https://calendly.com/brice-jolv/demo-jolv-30-min

## Who uses Jolv?
- Private Equity fund managers (PE): portfolio monitoring, IPEV valuations, LP reporting
- Venture Capital fund managers (VC): deal flow, intake screening, portfolio tracking
- Family Offices (FO): multi-vehicle management, consolidated reporting
- First-time fund managers: fast setup, no IT, full PE/VC feature set from day 1