Zive AI

About Zive AI

Zive provides an agentic AI operating system for venture capital fund administration, automating workflows for compliance, accounting, and investor relations. The platform centralizes data to ensure accuracy in financial reporting and performance tracking for emerging managers. This allows general partners to streamline operations, reduce administrative costs, and focus on investment activities.

```xml <problem> Emerging fund managers often face challenges with manual fund administration processes, leading to high operational costs, potential errors in financial reporting, and difficulties in maintaining compliance. Traditional fund administration methods can be time-consuming and lack real-time transparency, hindering informed investment decisions and LP confidence. </problem> <solution> Zive provides an AI-driven fund administration platform designed to streamline operations, reduce risks, and enhance efficiency for emerging fund managers. The platform automates key tasks such as tax preparation, compliance tracking, and performance reporting, leveraging AI/ML to optimize onboarding, accounting, and workflow automation. By consolidating fund management services into a single platform, Zive helps to cut costs associated with tax returns, K1s, financial statements, and quarterly reports. The platform delivers real-time data insights, performance metrics, and risk assessments, enabling fund managers to make data-driven decisions and maintain investor confidence. </solution> <features> - AI-powered automation of fund administration, compliance, and LP reporting - Real-time performance tracking and reporting with a single source of truth from bank journal entries - Automated compliance checks with over 300 boundary checks against compliance contracts - Integrated data room for managing portfolio and LP documents - Tools for investor relations, including a built-in CRM and e-signature capabilities - Streamlined tax preparation, including K1 generation - Automated workflow for portfolio tracking and delivery of LP metrics - Option to invite portfolio companies to host their cap table on the platform </features> <target_audience> Zive primarily targets emerging fund managers who seek to streamline fund administration, reduce operational costs, and improve compliance and reporting accuracy. </target_audience> <revenue_model> Zive offers tiered pricing plans, including a Fund Administration plan at $12,000/year, a Zive BlueCheck compliance plan at $2,000/year, and a Fund Marketing plan at $3,000/year, with add-on options for fund valuation, ASC 820 compliance, and audit/tax reports. </revenue_model> ```

What does Zive AI do?

Zive provides an agentic AI operating system for venture capital fund administration, automating workflows for compliance, accounting, and investor relations. The platform centralizes data to ensure accuracy in financial reporting and performance tracking for emerging managers. This allows general partners to streamline operations, reduce administrative costs, and focus on investment activities.

Where is Zive AI located?

Zive AI is based in Palo Alto, United States.

When was Zive AI founded?

Zive AI was founded in 2023.

How much funding has Zive AI raised?

Zive AI has raised $1.0M.

Location
Palo Alto, United States
Founded
2023
Funding
$1.0M
Employees
9 employees
Investors
CerracapEagle Venture FundSparq Capital

Zive AI

10
Relative Traction Score based on online presence metrics compared to companies in the same age group.

Executive Summary

Zive provides an agentic AI operating system for venture capital fund administration, automating workflows for compliance, accounting, and investor relations. The platform centralizes data to ensure accuracy in financial reporting and performance tracking for emerging managers. This allows general partners to streamline operations, reduce administrative costs, and focus on investment activities.

zive.ai100+
Founded 2023 – Palo Alto, United States

Funding

No specific funding rounds found.

Total Funding

$1.0M

Backed by

7BC Venture CapitalCerracapCerraCap VenturesEagle Venture FundSparq Capital

Team (5+)

No team information available.

Company Description

Problem

Emerging fund managers often face challenges with manual fund administration processes, leading to high operational costs, potential errors in financial reporting, and difficulties in maintaining compliance. Traditional fund administration methods can be time-consuming and lack real-time transparency, hindering informed investment decisions and LP confidence.

Solution

Zive provides an AI-driven fund administration platform designed to streamline operations, reduce risks, and enhance efficiency for emerging fund managers. The platform automates key tasks such as tax preparation, compliance tracking, and performance reporting, leveraging AI/ML to optimize onboarding, accounting, and workflow automation. By consolidating fund management services into a single platform, Zive helps to cut costs associated with tax returns, K1s, financial statements, and quarterly reports. The platform delivers real-time data insights, performance metrics, and risk assessments, enabling fund managers to make data-driven decisions and maintain investor confidence.

Features

AI-powered automation of fund administration, compliance, and LP reporting

Real-time performance tracking and reporting with a single source of truth from bank journal entries

Automated compliance checks with over 300 boundary checks against compliance contracts

Integrated data room for managing portfolio and LP documents

Tools for investor relations, including a built-in CRM and e-signature capabilities

Streamlined tax preparation, including K1 generation

Automated workflow for portfolio tracking and delivery of LP metrics

Option to invite portfolio companies to host their cap table on the platform

Target Audience

Zive primarily targets emerging fund managers who seek to streamline fund administration, reduce operational costs, and improve compliance and reporting accuracy.

Revenue Model

Zive offers tiered pricing plans, including a Fund Administration plan at $12,000/year, a Zive BlueCheck compliance plan at $2,000/year, and a Fund Marketing plan at $3,000/year, with add-on options for fund valuation, ASC 820 compliance, and audit/tax reports.

Sources:

1
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