JV Match

Route

Triage and route — not final determinations.

Province-aware guidance toward lawyers, Realtors, mortgage brokers, EMDs where required, accountants, and insurance professionals. Software does not decide securities or legal outcomes.

JV Route

Province-aware Compliance Triage routes people to licensed professionals for review. Software does not make final legal or securities determinations. JV Match is not an adviser, EMD, mortgage broker, Realtor, or insurer.

Browsing demo. Sign in to save triage and professional routes.

Interactive triage

Toggle flags and run triage. Results are routing guidance only — never a legal determination.

Compliance Triage

Ontario (ON) · version 1 · demo

Rules: jv-match-compliance-triage@1.0.0

Final determination made: false

No final legal or securities determination is made by this software.

  • Securities review required
  • Legal review required
  • Mortgage professional review required
  • Real estate professional review required
  • Accounting / tax review recommended
  • Insurance review recommended
  • lawyer required reviewProvince-aware routing for Ontario: legal review is required for JV documentation and capital-structure questions. This is not a legal determination.
  • mortgage_broker required reviewMortgage professional review required. Financing characteristics (including private mortgage, seller financing, or VTB where indicated) should be reviewed by a licensed mortgage professional. JV Match is not a mortgage brokerage.
  • emd required reviewSecurities review required. This opportunity contains characteristics that require professional review before proceeding. JV Match is not an EMD and makes no exemption determination.
  • realtor recommendedThis opportunity contains characteristics that may require a licensed Realtor in the province. Professional review recommended. JV Match is not a real-estate brokerage.
  • accountant recommendedAccounting / tax review recommended for entity or tax structuring questions. This triage does not provide tax advice.
  • insurance recommendedInsurance review recommended. Placement should be handled by a licensed insurance professional. JV Match is not an insurer.

Compliance Triage routes people toward licensed professionals for further review. JV Match does not make final legal or securities determinations. JV Match is not an investment adviser, Exempt Market Dealer, mortgage broker, Realtor, or insurer.

Professional routing

JV Match is a licensed dealer/broker/adviser/insurer: false. Routing only connects to external professionals.

  • Counsel profile · ON

    Lawyer · required review

    Credentials not verified on platform

    Independent counsel profile for JV documentation review. Not employed by JV Match.

    Province-aware routing for Ontario: legal review is required for JV documentation and capital-structure questions. This is not a legal determination.

  • Mortgage broker profile · ON

    Mortgage broker · required review

    Credentials not verified on platform

    Licensed mortgage broker profile (demo). JV Match is not a mortgage brokerage.

    Mortgage professional review required. Financing characteristics (including private mortgage, seller financing, or VTB where indicated) should be reviewed by a licensed mortgage professional. JV Match is not a mortgage brokerage.

  • EMD profile · ON

    Exempt Market Dealer (where required) · required review

    Credentials not verified on platform

    Exempt Market Dealer profile where required (demo). JV Match is not an EMD.

    Securities review required. This opportunity contains characteristics that require professional review before proceeding. JV Match is not an EMD and makes no exemption determination.

  • Realtor profile · ON

    Realtor · recommended

    Credentials not verified on platform

    Licensed Realtor profile (demo). JV Match is not a real-estate brokerage.

    This opportunity contains characteristics that may require a licensed Realtor in the province. Professional review recommended. JV Match is not a real-estate brokerage.

  • Accountant profile · ON

    Accountant · recommended

    Credentials not verified on platform

    Accountant profile for tax/entity questions (demo). Not tax advice from JV Match.

    Accounting / tax review recommended for entity or tax structuring questions. This triage does not provide tax advice.

  • Insurance profile · ON

    Insurance professional · recommended

    Credentials not verified on platform

    Insurance professional profile (demo). JV Match is not an insurer.

    Insurance review recommended. Placement should be handled by a licensed insurance professional. JV Match is not an insurer.

Compliance Triage routes people toward licensed professionals for further review. JV Match does not make final legal or securities determinations. JV Match is not an investment adviser, Exempt Market Dealer, mortgage broker, Realtor, or insurer.

Professional view

Assigned matters for signed-in professionals appear here when routes are invited to your profile. Demo shows sample guidance only.

No assigned matters in this session.

Audit / version history

  1. v1 · triage createdsystem-demo · 2026-07-25T20:00:00.000ZInitial province-aware triage (route only).
  2. v1 · routing createdsystem-demo · 2026-07-25T20:00:00.000ZProfessional routing from triage recommendations.
  3. v2 · triage updated (from v1)operator-demo · 2026-07-25T21:00:00.000ZUser flagged securities questions — re-triage (still no determination).