Zive Solutions
for General Partners
Automate the Back Office. Standardize the Front Door.
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Fund administrators are under growing pressure to move faster,

Deliver flawless compliance, and support increasingly complex fund structures. Zive equips you with a full-stack operating system designed to reduce manual work, eliminate errors, and scale your impact across clients — all while maintaining institutional-grade controls.

Whether you're an internal team serving one GP or a third-party admin scaling across dozens of funds, Zive helps you automate repeatable workflows, enforce consistency, and deliver a best-in-class experience to your clients and their LPs.
Standardized Onboarding — At Scale
Onboarding is the front door to every fund. Zive lets you deploy reusable templates and guided checklists for each client and fund type — ensuring that every LP, advisor, and custodian flows through a consistent and compliant experience.
Create and reuse onboarding flows for venture, private equity, credit, or SPV vehicles.
Prefilled subscription docs based on LP type and jurisdiction.
Role-based task assignments with smart dependencies.
(e.g., KYC must finish before LOI generation)
Embedded KYC/AML with Plaid, ID upload, and audit trails.
Client-facing dashboards that show progress, status, and remaining tasks in real time.

Outcomes

  • Launch new funds in hours, not weeks
  • Eliminate errors and rework during investor intake
  • Deliver a repeatable, white-glove onboarding experience every time
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Document Mapping — Once, For All
Manually managing fund documents is tedious and error-prone. Zive lets you map offering docs once (PPMs, Subscription Agreements, LOIs) and automatically apply them across fund instances, clients, and jurisdictions.

Highlights

  • Field-level mapping tied to system entities
  • Reusable across clients or entities with minimal variation
  • Fully integrated with Zive’s e-sign engine and audit logs
  • Side letter obligations extracted and indexed automatically
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Outcomes

  • Field-level mapping tied to system entities
  • Reusable across clients or entities with minimal variation
  • Fully integrated with Zive’s e-sign engine and audit logs
  • Side letter obligations extracted and indexed automatically
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Task Automations — AI That Works For You
Admins don’t have time to chase signatures, send nudges, or manually prep close packages. Zive’s agentic automation handles all the busywork with zero compromise on control.
100+ built-in task agents that handle routing, sequencing, and reminders
Automated alerts for missing data, stalled flows, or invalid inputs
AI-powered checklists that auto-adjust based on entity type and role
Countersign logic and BlueCheck validation before submission

Outcomes

  • Shorter close timelines without hiring more ops
  • Eliminate late nights and last-minute follow-ups
  • Build trust with clients and investors by always being a step ahead
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Data & Integrations — Sync With Your Stack
Zive integrates directly with your GLs, CRMs, and client systems to ensure you’re never rekeying, rechecking, or second-guessing your data.
APIs for ledger syncs, investor updates, and reporting pipelines.
Push updates into NetSuite, QuickBooks, Salesforce, and more.
Bi-directional data flow ensures that Zive stays in sync with external admin and compliance systems.
Real-time journal visibility, reconciliation logs, and custom exports.

Outcomes

  • Real-time, accurate reporting across clients and funds
  • Faster closes with fewer reconciliation rounds
  • Institutional readiness without infrastructure sprawl
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A Platform
Built for Fund Admins
Zive’s fund admin features aren’t bolted on — they’re at the heart of the platform. Our infrastructure was designed by former fund accountants, ops leads, and auditors who understand what it takes to run a fund admin shop well — and how to do it at scale.
Use Zive To
Offer higher-margin, tech-enabled fund admin services.
Launch new clients in record time.
Automate onboarding, compliance, reporting, and close workflows.
Free up bandwidth for strategic advisory and growth.

Bonus

You can even deliver your services *inside* Zive, via our Partner Marketplace. Expand your reach, reduce client friction, and build recurring revenue by becoming a certified Zive delivery partner.
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Ready to Modernize
Your Fund Admin Workflow?
Zive is the fastest, most compliant way to scale fund administration. Automate the repeatable. Standardize the complex. Deliver faster closes, cleaner audits, and happier clients.
Ready to ModernizeYour Fund Admin Workflow? Ready to see it?
Thank you! Your submission has been received!
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