For Investment Clubs
Stop Guessing Who Owns What.
Stop running your portfolio on a spreadsheet. Zeturi handles unitisation, NAV calculations, and member statements from the same ledger.
Why Excel is Costing You Money
Most spreadsheets treat new money incorrectly, silently diluting early members.
New member joins in Year 3 and gets Year 1’s growth for free, so early members lose out.
Exiting member’s payout is a manual calculation argument.
No auditable statement; members trust a screenshot.
New members buy units at the current NAV price. Early members keep their growth.
Exit value calculated from today’s NAV, with the method visible.
Member statements generated from the same NAV and unit ledger.
What the Spreadsheet Can’t Do
Unit prices, NAV, member exits. The hard stuff that breaks Excel.
True Unitisation
Track member ownership via units, not rand amounts. When assets grow, the unit price grows. New members buy in at the current price, so early members keep their growth. Everyone sees exactly what their stake is worth.
Portfolio Tracking
Register JSE shares, ETFs, Bitcoin, or property. Update valuations monthly and the system re-calculates everyone’s position.
Member Benefit Statements
Generate member statements for every member: opening balance, growth, and closing balance. No more screenshots.
Unit Redemptions
Members can exit partially or fully. The system calculates redemption value at current NAV, with notice periods and liquidity checks built in.
Investment Voting
Vote on stock purchases, strategy changes, and major decisions. Every vote is recorded with a full audit trail for compliance.
How the Math Works
Zeturi handles the complexity behind the scenes.
Contribute
Thabo contributes R 1,000. The current unit price is R 2.00.
Convert
The system issues Thabo 500 units (R 1,000 ÷ R 2.00).
Grow
The club’s assets grow by 10%. The unit price updates to R 2.20.
Track
Thabo’s 500 units are now worth R 1,100. He sees this on his dashboard.
Need a Constitution for the Bank?
Generate a free, bank-ready PDF for your investment club. Covers contributions, exits, and governance.
What’s the Fair Buy-In Price?
Use our free calculator to work out your unit price, NAV, and how many units a new contribution buys.
Your Club Deserves Real Accounting
Start with your current holdings. The unit price stays tied to NAV.
No credit card required · Start with your current rules