Zive Solutions for CFOs

Zive Solutions
for CFOs

Control, Clarity, and Close Confidence — On Autopilot

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Today’s fund CFOs are expected to be more than accountants.

You’re the controller, the operator, the compliance officer, and the strategic finance lead — often with minimal internal staff. Zive gives you the tools to command every close, validate every transaction, and surface financial insights instantly, without spreadsheets or workarounds.

Whether you're managing one fund or scaling across multiple vintages, Zive's ledger-native platform gives you end-to-end oversight of your books, workflows, and reporting — all in real time.

Close & Countersign
Orchestrate With Confidence

Zive automates the entire closing process, so you don’t have to chase documents, signatures, or final docs. From initial commitments to countersigned binders, everything flows through a secure, structured process.

Coordinated e-sign sequences with automated reminders

Multi-signer routing logic (GP, LP, Legal, Custodian)

Document tracking, version control, and approval history

Close package generation with BlueCheck validation and time-stamped logs

Outcomes

Faster, cleaner closes - no bottlenecks or missing signatures
Always-complete audit trails tied to each document
Eliminate manual prep for binders, trackers, or closing memos

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Capital Calls & Funding — No More Guesswork

Zive simplifies capital calls by aligning your ledger, wire instructions, custodian logic, and investor workflows.

Automated capital call notices with allocation logic

Pre-filled LOIs and wire instructions for each LP

Real-time wire tracking and confirmation dashboards

Ledger entries generated automatically upon wire receipt

Outcomes

No manual entry, rekeying, or cross-checking
Fewer missed wires or late confirmations
Real-time funding visibility across funds

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Compliance & Audit
Stay Ahead of Every Check

With Zive, compliance is proactive, not reactive. BlueCheck agents validate key documents and obligations before they become liabilities, and audit trails are built as you go.

Side letter and LPA compliance flagging

Audit-ready reports tied directly to ledger entries

Automated KYC/AML checks with evidence trails

Year-end tax prep and 1065/K-1 generation workflows

Outcomes

Zero surprises during audit season
Confidence in every obligation, allocation, and tax report
Fewer compliance reviews and legal escalations

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Valuation — Audit-Defensible, GP-Ready

Valuation inputs and models are native to Zive’s platform, so you don’t have to chase data and audit spreadsheets. Spend time where it matters: with your partners and portfolio companies.

Standardized company performance metrics tied to source documents

Cap tables and liquidation preference stacks updated with every transaction

Waterfall models and sensitivity analysis to build your Best, Base, and Worst case scenarios

Outcomes

Audit-ready performance data and valuation inputs
Valuation alignment across GPs, LPs, and auditors
Spend time gathering business context, not financial statements

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LP Reporting
Complete, On-Demand Transparency

Give LPs a world-class experience with configurable, secure, and accurate reporting.

LP portals with real-time capital account visibility

One-click access to financials, K-1s, formation docs, and wire records

Share reports via portal or secure links with access tracking

Personalized reporting templates across funds or investor types

Outcomes

Fewer inbound LP questions
Stronger investor confidence and retention
Real-time control over what LPs see — and when

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Scenario Modeling
Strategic Finance, Enabled

Zive empowers CFOs with modeling and forecasting tools based on actual system data — no more exporting to spreadsheets.

What-if scenarios for fees, waterfalls, capital events

Sensitivity analysis on distributions, carry, and timing

Forecast LP commitments, future NAV, and fund expenses

Compare projected vs. actual across periods or vintages

Outcomes

Smarter decision-making
LP-ready forecasting with audit-safe logic
Support strategic planning without extra headcount

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Built for Fund CFOs, By Fund Operators

Zive’s financial stack is designed by fund professionals who understand the pace, pressure, and precision that CFOs need. It’s ledger-first, audit-aligned, and built to scale.

You Get

Ready to see it

in action?

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