zive.ai
Products
Platform overview
Unified OS for fund ops, CRM, and investor workflows.
AI Co-Pilots
Role based assistants that coordinate 100+ task agents.
Journal-as-an-Engine
One logic layer for all fund actions
Native Leader
Process-build fund accounting core, audit ready.
BlueCheck Compliance
Automated checks that flag risks and obligations
Investor Onboarding
Prefilled flows, LP portal, build-in KYC/AML
Capital Calls & Distributions
Auto LDIs, wire tracking, audit-ready trail.
Portfolio Company Performance & KPIs
Portfolio performance with automated KPI reporting.
LP reporting
Real-time dashboards and downloadable statements
Modeling & What-Ifs
Forecast fees, test waterfalls, plan scenarios.
Document Automation & E-Sign
Map templates, and route signers and countersign.
Side Letter & Obligation Tracking
Auto-detect, index, and enforce commitments.
Audit & Tax Packages
GAAP statements, K-1/1065, and full evidence trail.
Fund & Deal Document Management
Structured repository tor all deal paperwork
Custodian Workflows
Fidelity/Schwab routing with pre-filled LOls.
API & System Integrations
Sync GL/CRM/Admin via robust APIs & webhooks.
Security & Compliance
SOC 2, ISO 27001, GDPR-aligned controls.
System Status
LIVe uptime and transparent incident reporting
Solutions
Solutions for
General partners
Limited partners
Fund admins
SPVs
CFOs
About
About
Company
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Blog
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Pricing
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Products
Solutions
About
Pricing
Products
Platform overview
AI Co-Pilots
Journal-as-an-Engine
Native Leader
BlueCheck Compliance
Investor Onboarding
Capital Calls & Distributions
Portfolio Company Performance & KPIs
LP reporting
Modeling & What-Ifs
Document Automation & E-Sign
Side Letter & Obligation Tracking
Audit & Tax Packages
Fund & Deal Document Management
Custodian Workflows
API & System Integrations
Security & Compliance
System Status
Solutions
General Partners
Limited Partners
Fund Admins
SPVs
CFOs
About
Company
Team
Blog
Careers
Portfolio Company Performance & KPIs
Portfolio performance with automated KPI reporting.
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