Customer stories

Fund managers who switched and never looked back.

From solo GPs managing $6M to partnerships running $25M+ funds — see how Archstone transforms fund operations for emerging managers.

70%

less time on admin

5+

tools replaced

80%

faster LP reporting

$14K+

avg annual savings

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Sarah Chen

General Partner, Meridian Ventures

Fund I, $12M, Climate Tech · San Francisco, CA

Replaced Google DriveReplaced Visible.vcReplaced SpreadsheetsReplaced Streak CRM

Before Archstone, quarterly reporting was a two-week ordeal. Now it takes me an afternoon. My LPs noticed the difference immediately — one of them actually called to say it was the most professional report they'd received from an emerging manager.

Results

15 hrs/month

saved on operations

80%

faster LP reporting

8

portfolio companies tracked

$14,400/yr

saved on software costs

The Challenge

Sarah launched Meridian Ventures as a solo GP focused on climate tech. With 18 LPs and 8 portfolio companies, she was spending nearly a third of her time on fund administration instead of deal sourcing and portfolio support.

The Solution

After migrating to Archstone, Sarah consolidated her data room (previously Google Drive), LP communications (previously email + Visible.vc), and portfolio tracking (previously three different spreadsheets) into a single platform.

The data room with view analytics was a game changer for our Fund II raise. I could see exactly which LPs were engaging with our materials and follow up at the right moment. Two LPs specifically mentioned how smooth our process was compared to other emerging managers they'd evaluated.

Sarah Chen, General Partner at Meridian Ventures

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Marcus Williams

Managing Partner, Upside Capital

Fund II, $25M, Enterprise SaaS · New York, NY

Replaced CartaReplaced DocSendReplaced AffinityReplaced Visible.vcReplaced Google Sheets

We went from five different tools that didn't talk to each other to one platform that does everything. The compliance module alone justified the switch — we almost missed a state filing last year because we were tracking deadlines in a spreadsheet.

Results

5 tools

consolidated into one

70%

reduction in admin time

14

portfolio companies managed

$1,200/mo

saved on subscriptions

The Challenge

Marcus and his partner run Upside Capital, an enterprise SaaS-focused fund. After a successful Fund I, they were raising Fund II while managing 14 active portfolio companies. Their operations were split across Carta (cap table), DocSend (data room), Affinity (deal flow), Visible.vc (LP updates), and multiple spreadsheets.

The Solution

Archstone replaced their entire tool stack. They migrated their LP base, portfolio data, deal pipeline, and documents in a single afternoon. The compliance calendar immediately surfaced two upcoming state filing deadlines they'd been tracking manually.

During our Fund II raise, having a professional LP portal made a real difference. Prospective LPs could log in, review our track record, access documents, and see our reporting history. It showed them we run a tight operation. We closed Fund II three months ahead of schedule.

Marcus Williams, Managing Partner at Upside Capital

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Priya Patel

Founding Partner, Seed & Scale

Fund I, $6M, Fintech · Austin, TX

Replaced Google DriveReplaced SpreadsheetsReplaced Gmail

As a first-time solo GP with a $6M fund, every dollar of management fee matters. Archstone gave me institutional-quality operations at a price point that made sense. My LPs think I have a full back office — I don't. I have Archstone.

Results

Day 1

fully operational

100%

LP satisfaction

6

active investments

$0

paid for first 2 months (VentureKit)

The Challenge

Priya left her role at a growth-stage fintech to launch her own seed fund. With limited management fees on a $6M fund, she couldn't afford the $1,500+/mo stack that more established managers use. But she also couldn't afford to look unprofessional to her LP base, which included two institutional investors.

The Solution

Priya started with Archstone on day one of fund operations. She set up her fund profile using data from her VentureKit purchase, which auto-populated her fund economics and thesis. Within a week, she had a fully operational data room, LP portal, and compliance tracking system.

When I sent my first quarterly report from Archstone, one of my institutional LPs replied and said it was on par with the reporting they get from funds ten times our size. That's the kind of credibility you can't buy — but apparently you can subscribe to for $297 a month.

Priya Patel, Founding Partner at Seed & Scale

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