Side Letter & Obligation Tracking
Auto-detected from source docs
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No More Missed Promises
Zive’s obligation tracking engine continuously monitors your fund documents to detect, extract, and enforce commitments — eliminating manual reviews and risky spreadsheets.
How It Works
Automatic Parsing from Source Docs
Zive ingests LPAs, side letters, and subscription agreements, then uses AI-powered extraction to identify and categorize obligations — including fee breaks, reporting rights, co-investment clauses, and redemption terms.
Dynamic Routing
Obligations are indexed by LP, fund, and type. Each is tracked over time, with real-time status, escalation alerts, and expected delivery timelines. GPs and fund admins are always aware of what’s been promised — and what’s due.
Workflow Integration
Compliance tasks are triggered directly from these tracked obligations. If a reporting right is due or a co-investment window is closing, Zive surfaces it in the right workflow, at the right time, for the right team.
Delegation and Resolution
Assign obligations to internal team members or certified partners. Track resolution, attach evidence, and mark items complete — with full accountability.
Audit Trail & Compliance Evidence
Every obligation has a documented history: when it was created, who it was assigned to, when it was fulfilled, and with what evidence. This makes LP and regulatory audits smoother, faster, and defensible.
Use Cases
  • Side letter delivery commitments
  • Reporting schedules and access rights
  • Fee modification clauses
  • Investor-specific compliance terms
  • Time-bound or fund-specific privileges
Outcomes
  • Zero missed commitments or LP escalations
  • Improved compliance posture with minimal overhead
  • Simplified audits and stronger investor confidence
See Obligation Tracking in a Demo
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