Fund administrators and outsourced CFO practices run their client books on Zive, more funds per accountant, one standard of delivery across every client, and the client relationship stays yours.
Labor costs are up, clients' structures are getting more complex, and your margin compresses with every entity you take on. Growth that requires proportional hiring isn't growth, it's a bigger version of the same squeeze. On Zive, the platform absorbs the volume work and your accountants handle review, exceptions, and the client relationship. Capacity per person changes by an order of magnitude, and quality goes up, not down, because every workflow is validated before it reaches your client.
Zive is the infrastructure underneath your practice, not a competitor for your clients. Partners run their books on Zive; clients see your firm delivering better, faster work.
Complex multi-entity structures, heavy side-letter books, high-LP-count vehicles, the work that didn't pencil before becomes your best-margin work.
Five-day closes and same-week fund launches are a pitch your competitors running legacy systems can't match.
Every client's trail exists from day one. Audit support becomes a deliverable, not a season.
Pick a fund from your book, usually the most complex one. We onboard it together so your team learns the platform on real work.
Your accountants get trained and supported directly by Zive. Delivery standards, escalation paths, and platform access are set up for your practice.
Bring clients over fund by fund as engagements renew. Each new fund onboards in hours; your capacity grows with every migration.
Partner conversations start with a working session on a real fund from your book, your documents, your workflows, your delivery standards.