Audit Readiness
& LP Compliance

Stay Ahead of LP Audits—Before the First Question Lands
Explore the Demo
Review how we support your audit workflow
Book a chat
Let’s talk through your LPA and compliance needs

Your Ops Shouldn’t Pause Just Because an LP Emails You

Family offices and funds-of-funds expect answers—fast. But for most GPs, tracking down numbers during an audit means sacrificing deal flow and burning hours on formatting files.

Zive makes your fund data instantly audit-ready:
All data changes are permissioned and time-stamped
LPAs and agreements are monitored for compliance gaps
LP audit requests can be answered with one-click exports
No back-and-forth. No formatting. Just operational polish.

Use Case Comparison

“I’m setting up my first fund.”Need to launch fast and look professional from day one.

Zive
Live in 60 minutes via AI-led doc ingestion. Zero rekeying. Clean entity created instantly.

Carta
Weeks long setup. Manual setup and back-and-forth with service teams.

JunieAI
Weeks-long setup. Dedicated team but still service-heavy.

"I can’t afford last-minute errors or audit surprises and I don’t have time to double check what my fund admin is doing"

Zive
600+ automated checks catch errors before books close. Real-time exception alerts.

Carta
Errors often caught after month-end. No automated compliance logic.

JunieAI
Human-led reviews with light AI. Issues often found post-close.

“My LPs are texting me mid-quarter.”Need to look institutional and answer questions fast.

Zive
LPs can chat the system. Instant answers + auto-generated PCAPs, SOIs, NAVs.

Carta
LPs get static reports. No real-time Q&A or visibility.

JunieAI
Polished portal, but limited interactivity.

“I need my fund data in my dashboards.”Want everything to talk to each other.

Zive
Webhooks + APIs. Streams JEs to BI tools. Syncs with Slack, QuickBooks, Xero.

Carta
Tactyc integration, limited elsewhere. Siloed workflows.

JunieAI
Embedded in Juniper Square. Closed system for most ops.

“I want to know the cost upfront.”No time for pricing games.

Zive
Flat per-fund pricing. No surprises. Everything included.

Carta
No published pricing. Must “talk to sales.” Custom quotes vary.

JunieAI
Premium pricing. Discovery call required. Extra cost for features.

“I need fast, reliable support.”Deadlines don’t wait.

Zive
24/7 chat. First response in <5 min. Dedicated AI fund analyst per client.

Carta
Wait times vary. Support tiered by contract size.

JunieAI
Hybrid team + AI, but response times vary. Heavy service layer.

“I want automation that works, not buzzwords.”I’m betting on AI to scale ops.

Zive
Agentic platform by design. Automates fund admin, QA, LP queries, audit prep.

Carta
Basic AI for doc extraction. Rest is service-led.

JunieAI
AI helpers, but workflows still rely on human review.

“I’m launching Fund II.”Don’t want to start over.

Zive
Spin up Fund II instantly. Same LPs, portal, workflows. Seamless scaling.

Carta
New fund = new setup. No continuity across funds.

JunieAI
Multi-fund support, but setup is manual and duplicated.

Pro-Level Compliance for
Funds Under $300M

LP Auditor
Queries

Zive keeps an audit trail of every data change so LPs and auditors get clean answers, instantly.

Annual Tax
Filing

Stay ahead of Q1 chaos with tax-ready books that don’t require a fire drill.

Compliance with LPAs & Agreements

Zive helps you catch operational gaps early—before an LP calls them out.

Why It Matters

Audits and LP questions shouldn’t derail your Q1 pipeline. Zive ensures your fund’s back office won’t slow down your front office.
Respond to auditor and LP requests in minutes
Avoid errors or oversights with built-in compliance checks
Deliver confidence without complexity
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See Zive in Action

Explore the Demo
Review how we support your audit workflow
Book a chat
Let’s talk through your LPA and compliance needs