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What is zetVisions CIM?

The management of legal entities encompasses the governance, control, and supervision of corporate assets and investments. As organizations become more interlinked, the importance of efficient legal entity management grows significantly. Customized software tools can help visualize changes in a company’s ownership structure, enabling corporate groups to effectively oversee and optimize their investment strategies. By promoting teamwork among different departments, subsidiaries, and the central office, adept legal entity management can provide a substantial competitive advantage. The complexity of legal entity management often traverses various departments, frequently engaging legal, mergers and acquisitions, taxation, finance, and controlling, along with potentially a dedicated legal entity management team. Typically, one department plays a critical role in managing the legal entity management process, with the specific department depending on the group's organizational framework. This cooperative method not only enhances operational efficiency but also guarantees adherence to regulations and strategic coherence throughout the whole organization. Ultimately, the integration of effective legal entity management practices is essential for driving long-term success in today's dynamic business environment.

What is Wealth Management by Zahlenwerk?

Wealth Management by Zahlenwerk is a cloud-based solution crafted for family offices and investment managers to oversee and evaluate private-market investments across different legal entities. This platform facilitates the recording of fund LP and SPV commitments, direct equity holdings, SAFEs, convertible instruments and options, alongside tracking vital financial elements like capital calls, distributions, cash flows, and valuations necessary for calculating IRR, TVPI, and DPI metrics. Users can upload or forward capital account statements, call notices, and distribution notifications, ensuring the extracted information stays linked to its source for straightforward verification. The system methodically organizes financial records by legal entity, associating them with relevant portfolio positions for better clarity. Furthermore, an integrated assistant and MCP server enhance the connection between portfolio data and advanced AI technologies like Claude and ChatGPT. Although the assistant is unable to delete positions, entities, individuals, or bank accounts, any changes made within the application require explicit user approval to maintain integrity. The platform is in beta, in use at a limited number of family offices, and access can be requested.

Media

Media

Integrations Supported

Integrations Supported

ChatGPT
Claude
Claude Duet
Claude for Legal
Gmail
Google Drive
Microsoft Outlook
Microsoft Teams
Model Context Protocol (MCP)
Slack

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

€199/month
€199/month per team. Beta package pricing is team-based; new beta customers receive an individual package quote.

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Webinars
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

zetVisions

Date Founded

2001

Company Location

Germany

Company Website

www.zetvisions.de/en/software-solutions/legal-entity-management/

Company Facts

Organization Name

Zahlenwerk Studio

Date Founded

2026

Company Location

Germany

Company Website

www.zahlenwerk.studio/wealth-management

Categories and Features

Entity Management

Not specified

Categories and Features

Family Office

Not specified

Wealth Management

Not specified

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