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Platform Migration$30M Fund II · 4-person team

Migrated from Carta in one afternoon, closed Fund II 3 months early

How Latitude Fund (Sarah Kim) uses Archstone to run $30m fund ii fund operations.

1 afternoon

Migration time

$600

Monthly savings vs Carta

3 months early

Fund II close

The Challenge

Latitude was paying Carta $7,200/year for cap table management that felt like it was designed for Series C companies, not emerging managers. LP reporting was manual PDFs sent via email. Two prospective LPs mentioned they expected a portal experience.

We migrated from Carta in a single afternoon. The import was seamless, and we immediately saved $600/month. Our LPs now have a branded portal instead of getting PDFs over email. Two prospects cited the portal as a factor in committing to Fund II.

Sarah Kim, Latitude Fund

The Solution

Bulk CSV import pulled in all LP data, cap table entries, and portfolio companies in under 3 hours. The branded LP portal — with the fund's logo and colors — gave prospects the institutional feel they were looking for.

Modules Used

Full PlatformLP PortalCap Table

The Bottom Line

Closed Fund II 3 months ahead of schedule

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