Private equity governs the VCP.
Nobody governs what it was built on.
Revenue Governance for Private Equity
Jovi surfaces the beliefs underlying the portco's investment thesis, scores which ones are no longer holding, quantifies the lost revenue and exit value, and prescribes exactly what to intervene on before the VCP misses, independent of what management is reporting.
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Every view of portco performance flows through the same management team whose beliefs are being tested. The CEO's reporting system measures what the CEO already knows to measure. By the time the thesis starts breaking down, the window to intervene has already closed.
How JoviOS Works
By the time a thesis starts breaking down, the only signal is a miss. Using JoviOS, Jovi gives private equity firms an independent view of where the thesis stands before that moment arrives.
Surfaces
Every assumption underwritten at close is identified and captured into an Assumption Register.
Scores
Every assumption in the Register is scored: Sound, Weakening, or Broken, giving the firm a clear picture of where the thesis stands.
Quantifies
Each assumption scored Weakening or Broken is translated into lost revenue and exit value, giving the firm a precise financial picture of what the thesis breakdown is costing.
Prescribes
Each assumption scored Weakening or Broken is assigned a specific intervention, sequenced in order of revenue impact, so the firm knows exactly what to fix and in what order before the VCP misses.
Monitors
Assumption scores are tracked on an ongoing basis, with early warning when scores shift from Sound to Weakening or Weakening to Broken, so the firm stays ahead of the thesis before it produces a miss.
What the Data Shows
75%
of early-hold portfolio companies already show HIGH or CRITICAL thesis breakdown.
20-28%
of ARR is at risk and recoverable once thesis breakdown is identified.
In our dataset, portfolio companies under four years into the hold are already showing thesis breakdown stronger than the cross-firm average for decade-old holdings. Every one of them still has time to course-correct.
Who It's For
Jovi is for the PE professional who is accountable for portco performance and is working from management's self-reported narrative to validate that the investment thesis is on track, with no independent basis for that validation.
Specifically, portfolio companies 1-4 years into the hold, where the thesis may already be coming off track and every lever to course-correct is still available.
