LP Onboarding & First
Impressions

First Impressions Count—Make Yours Institutional
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LPs Expect the Same Polish From a $150M Fund as They Do From a $1B One

When a new LP signs, your fund needs to feel institutional from day one. But if onboarding means sending PDFs, spreadsheets, and password links, you're not making the impression you want.

Zive spins up a professional-grade LP experience instantly:
Branded LP dashboards with docs, updates, and capital calls
Customizable and permissioned access
Built-in performance visuals—no dev team needed
Make your fund look like the future—no code required.

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.

Built for GPs Who Want to Win
the Next LP Meeting

LP Onboarding

Give new LPs a clean, branded experience with fast access to what matters most.

AI-Assisted Onboarding

Set up investor portals in minutes, not weeks, with intelligent workflows.

LP Dashboard

Share fund performance, documents, and notices—all in one place.

Why It Matters

Your onboarding process says everything about your fund. Zive makes that story one of polish, clarity, and operational strength.
Launch LP dashboards instantly
Provide secure, self-serve access
Reduce inbound questions by getting ahead of them
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Upgrade the Onboarding Experience

Explore the Demo
See how Zive looks with your logo
Book a chat
We’ll stand up a sandbox in minutes
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