Zive holds capital accounts, LP records, and fund documents for firms managing billions. Security isn't a feature list here; it's the operating condition of the business.
Data is encrypted in transit and at rest. Sensitive fields carry additional protection, and keys are managed independently of the data they protect.
Your fund data is never commingled with another customer's. Isolation is enforced at the architecture level, not by convention.
Every transaction, document, and decision is time-stamped, attributed, and traceable to its source. The trail is how the platform works, not a log bolted on.
Security and availability controls are built and operated to SOC 1 Type II and SOC 2 Type II standards. Current certification status and audit documentation are available on request under NDA.
The same discipline that validates fund workflows governs how the platform itself changes: reviewed, tested, and traceable releases.
Redundant infrastructure, tested backups, and recovery procedures sized for the reality that quarter-end doesn't move for anyone.
A full export of your ledger, documents, and audit trail is available at any time, in standard formats. That's true during the relationship and true if you ever decide to leave.
Business continuity, and what happens to your data and operations in a range of scenarios, is a fair diligence question for infrastructure this critical. We answer it directly, with specifics, as part of any enterprise evaluation.
A fund's data has many legitimate audiences with very different rights. Zive's access model gives each exactly what they need and nothing more.
Role-based permissions across funds and functions, with approval authority mapped to your firm's own policies.
A portal scoped to their own capital accounts, statements, and documents. Nothing else is reachable.
SecureLink access: read-only, scoped to the engagement, time-boxed, and logged.
Federated access for tax preparers, counsel, and fund admins, granted and revoked by you.
Architecture overviews, control documentation, subprocessor lists, penetration testing summaries, and business continuity plans are shared under NDA as part of any evaluation. If your firm runs a vendor security review, we'll work through it with your team directly rather than pointing you at a portal.
Our CTO joins security-focused evaluations directly. Ask the hard questions early; the answers are part of why firms choose Zive.