A smoother start for every investor
Make it easier to bring investors into your funds and SPVs. Zive helps your team collect information, coordinate documents, and track onboarding progress through a more organized workflow.
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Move investors through onboarding with greater visibility
Know where every investor stands and what is still outstanding.
Collect investor information
Gather the details needed to onboard individuals and entities.
Coordinate documents
Manage subscription documents and other required materials.
Track progress
See where each investor is in the onboarding process and identify outstanding items.
Support reviews
Route information and exceptions for your team’s review.
Connect to your investor records
Keep onboarding activity aligned with your LP roster and fund operations.
Pricing depends on investor volume, onboarding requirements, and the products included in your package. Investor screening and monitoring may be priced separately.
Give investors a better onboarding experience
Tell us about your upcoming fundraise or onboarding needs.
Contact Salessales@zive.ai