zive.ai
Products
Platform overview
Unified OS for fund ops, CRM, and investor workflows.
AI Co-Pilots
Role based assistants that coordinate 100+ task agents.
Journal-as-an-Engine
One logic layer for all fund actions
Native Leader
Process-build fund accounting core, audit ready.
BlueCheck Compliance
Automated checks that flag risks and obligations
Investor Onboarding
Prefilled flows, LP portal, build-in KYC/AML
Capital Calls & Distributions
Auto LDIs, wire tracking, audit-ready trail.
Portfolio Company Performance & KPIs
Portfolio performance with automated KPI reporting.
LP reporting
Real-time dashboards and downloadable statements
Modeling & What-Ifs
Forecast fees, test waterfalls, plan scenarios.
Document Automation & E-Sign
Map templates, and route signers and countersign.
Side Letter & Obligation Tracking
Auto-detect, index, and enforce commitments.
Audit & Tax Packages
GAAP statements, K-1/1065, and full evidence trail.
Fund & Deal Document Management
Structured repository tor all deal paperwork
Custodian Workflows
Fidelity/Schwab routing with pre-filled LOls.
API & System Integrations
Sync GL/CRM/Admin via robust APIs & webhooks.
Security & Compliance
SOC 2, ISO 27001, GDPR-aligned controls.
System Status
LIVe uptime and transparent incident reporting
Solutions
Solutions for
General partners
Limited partners
Fund admins
SPVs
CFOs
About
About
Company
Team
Blog
Careers
Pricing
Contact Sales
Contact
Products
Solutions
About
Pricing
Products
Platform overview
AI Co-Pilots
Journal-as-an-Engine
Native Leader
BlueCheck Compliance
Investor Onboarding
Capital Calls & Distributions
Portfolio Company Performance & KPIs
LP reporting
Modeling & What-Ifs
Document Automation & E-Sign
Side Letter & Obligation Tracking
Audit & Tax Packages
Fund & Deal Document Management
Custodian Workflows
API & System Integrations
Security & Compliance
System Status
Solutions
General Partners
Limited Partners
Fund Admins
SPVs
CFOs
About
Company
Team
Blog
Careers
Blog
Dive deeper into fund management,
next-gen solutions, and hear from our experts.
Latest News & Resources
Articles
Resources
Webinars
September 6, 2024
Article
The Placement Agent Puzzle: Should You Use One for Your Next Fund?
Read article
September 6, 2024
Article
Term Sheet Trapdoor: Escape the Funding Maze with These Insider Hacks
Read article
September 6, 2024
Article
The Future of Fund Administration: A Guide to Redefined Experiences
Read article
September 6, 2024
Article
Tech Funds Leverage Private Equity Structures to Accelerate Returns and Meet Investor Expectations
Read article
September 6, 2024
Article
Startup Winter: Funding Freeze to Linger Until 2024?
Uncover the potential extension of the startup funding freeze. Delve into the challenges and factors that could prolong the winter until 2024, shaping the landscape for entrepreneurs.
Read article
September 6, 2024
Article
Strategies for Optimizing Your Investment Portfolio with Outsourced Fund Management and Co-Investment
Read article
Previous
Next
Ready to see it
in action?
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Schedule a Demo
Contact Sales
Contact Sales
