Document Automation & E-Sign
Templates That Route Themselves
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Zive automates the full document lifecycle
from template mapping to final countersign — with no manual follow-up or version control chaos. It ensures compliance, speed, and traceability throughout.
What You Can Automate
Mapped Templates
Upload and configure subscription agreements, LPAs, side letters, LOIs, and NDAs once. Zive uses smart fields to prefill and replicate these templates across funds and investors, saving hours on each close.
Dynamic Routing
Zive automatically routes each document to the correct signers based on investor role, fund type, and signing order. Built-in logic ensures countersignatures and approvals are always complete.
Sequential E-Sign
Coordinated signature flows with automatic reminders, status updates, and fallback logic for delegates. GPs, LPs, and advisors sign in the correct sequence without chasing.
Real-Time Status & Alerts
Track every document in progress. Receive alerts for stuck signers, missing inputs, or last-minute changes — all from one dashboard.
Countersign & Archive
Auto-countersign documents using GP profiles and archive them in a compliance-ready vault. Full history and versioning retained, including timestamps and signer metadata.
Version Control & Evidence Trail
Every document edit, signer event, and attachment is captured and logged — ensuring a complete trail for auditors, LPs, or legal.

Why it Matters

Manual document workflows slow down closings, introduce legal risk, and create audit headaches. Zive removes this friction by giving you a trusted, repeatable, and scalable automation system.

Outcomes
Faster closes and fewer follow-ups
Guaranteed compliance through automation
Audit-ready documentation every time
Scalable workflow across multiple funds and SPVs
Ready to see it
in action?
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