AI Co-Pilots
Role-based agents for CFOs, Fund Admins, TAs, Compliance.
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Zive’s AI Co-Pilots
are intelligent, role-specific agents that coordinate 100+ underlying task agents — giving every participant in your fund a virtual teammate.
These aren’t chatbots
They’re purpose-built process orchestrators that execute real work, enforce policy, and drive consistency across workflows.
Meet The Co-pilots
CFO Co-Pilot
  • Cash allocations, budgeting, and banking
  • Variance guardrails and what-if modeling
  • Forecast fees, waterfalls, and returns
Fund Admin Co-Pilot
  • Ledger, expenses, and GAAP-close workflows
  • Reconciliations, fund accounting, audit prep
  • Fully integrated with your ecosystem and GL
TA (Transfer Agent) Co-Pilot
  • Investor onboarding, KYC/AML, capital calls
  • Subscription docs, e-sign, and wire tracking
  • Branded statements and LP communications
Compliance Co-Pilot
  • Side letter enforcement and audit readiness
  • Contract checks with BlueCheck agents
  • Auto-generated tax and compliance packages
How it works
Co-Pilots coordinate
Co-Pilots cooEach role sees just what they need.rdinate
Task agents execute
Built-in automations handle each step.
Journal & Ledger stay consistent
Everything flows from one source of truth.

Turn Them On As You Scale

Start with one co-pilot. Add more as roles emerge. Whether you’re running one SPV or an enterprise platform, Zive flexes with your org.
See it in Action
Ready to see it
in action?
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Not sure where to start?
You are not alone
Running a compliance check on your fund for the first time can feel daunting - we get it. That's why our founder, Rajesh Gopl, offers personal onboarding calls. He's helped GPs like you get started, and he'll walk you through it step-by-step.
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Rajesh Golp
Founder & CEO
  • Blend of advanced AI, CS, & institutional fund accounting.
  • Leads Zive's vision and product strategy.
  • Rajesh has firsthand experience with fund operations at scale and founded Zive to bring an Ai-driven solution to GPs.