Everything you need to run a fund

Secure file storage with folder organization

Smart folder templates for LPA, PPM, pitch decks, and DD materials with drag-and-drop uploads.

Shareable links with viewer analytics

Track who opened your deck, how long they spent on each page, and which sections they revisited.

Password protection and expiry dates

Control access with per-link passwords, auto-expiring URLs, and download restrictions.

Version control and document history

Keep a full audit trail of document changes with the ability to roll back to any previous version.

LP directory and commitment tracking

Manage prospects, soft circles, and committed LPs in one place with real-time status tracking.

Quarterly report builder with AI-drafted LP letters

Pull portfolio metrics directly into polished reports. Archie drafts the narrative -- you just review and send.

Capital call management

Auto-calculate pro rata amounts, generate notices, and track wire receipts across your entire LP base.

Communication hub with open tracking

Send updates, K-1 notices, and custom emails with read receipts and engagement analytics.

Company profiles with quarterly metrics

Track ARR, burn rate, runway, headcount, and custom KPIs for every portfolio company in real time.

Automated founder update collection

Founders submit updates through a simple form. No more email chasing -- metrics flow directly into your dashboard.

Anomaly detection and proactive alerts

Archie flags unusual burn spikes, runway drops below 6 months, or missed update deadlines automatically.

Peer benchmarking and valuations

Compare portfolio company performance against stage-matched peers and maintain mark-to-market valuations.

Visual kanban board

Drag deals through stages: Sourced, Screening, Due Diligence, IC Review, and Closed. See your pipeline at a glance.

Quantitative deal scoring

Score deals on team, market, traction, and terms. Compare across your pipeline with consistent criteria.

Contact management and activity log

Track every touchpoint with founders -- meetings, emails, notes -- with full relationship history.

Pipeline conversion analytics

Measure sourced-to-close conversion rates, average time in stage, and deal flow velocity over time.

Real-time ownership tracking

See your ownership percentage across funding rounds with automatic dilution calculations as new rounds close.

Dilution scenario modeling

Model future rounds, pro rata rights, and pay-to-play scenarios to understand the impact on your fund returns.

Waterfall calculations

Run distribution waterfall analysis across liquidation preferences, participation caps, and carry structures.

SAFE and convertible note conversion

Track SAFEs and notes with automatic conversion modeling at discount rates, valuation caps, and MFN provisions.

Calendar with filing deadlines

Automated reminders for Form D, Form ADV, blue sky filings, K-1 distribution, and annual LP notices.

AML/KYC verification

Collect and verify LP accreditation, identity documents, and anti-money laundering checks in one workflow.

Regulatory tracking and SEC form management

Track regulatory requirements by jurisdiction with pre-built templates for common SEC and state filings.

Full audit trail

Every action is logged with timestamps, user attribution, and change history. Be audit-ready at all times.

Natural language fund queries

Ask “How much have we deployed?” or “Which companies closed a round this quarter?” and get instant answers pulled from live fund data -- no dashboards to navigate, no filters to set.

LP letter drafting from quarterly metrics

Tell Archie “Draft the Q1 LP letter” and it pulls your portfolio performance, new investments, and fund-level metrics into a polished narrative matching your tone. Review, tweak, send.

Investment memo generation

Upload a pitch deck and your DD notes. Archie synthesizes everything into a structured investment memo with market analysis, risk factors, and your fund’s thesis alignment -- ready for IC review.

Due diligence copilot

Drop a pitch deck into Archie and get a structured DD breakdown in seconds: team assessment, market sizing validation, competitive landscape, financial model red flags, and a checklist of follow-up questions for the founder.

LP intelligence and relationship tracking

Ask “Who haven’t I talked to in 30 days?” and Archie surfaces LPs going cold, flags upcoming commitment deadlines, and suggests re-engagement talking points based on their investment preferences.

Compliance autopilot

Ask “Am I compliant?” and Archie runs a full audit scan -- checking Form D deadlines, blue sky filings, LP accreditation status, AML/KYC gaps, and overdue regulatory notices. Get a prioritized action list, not just alerts.

Portfolio monitoring and anomaly detection

Archie continuously watches your portfolio for burn rate spikes, runway drops below 6 months, missed founder updates, and revenue deceleration. You get proactive alerts -- not surprises at the next board meeting.

Capital call orchestration

Say “Issue a $500K capital call for the Acme investment” and Archie calculates each LP’s pro rata share, generates personalized notices with wire instructions, and tracks receipt status -- all queued for your approval.

Multi-step workflow execution

Chain operations across modules in a single command. “Close the Acme deal, update the cap table, notify LPs, and add it to the Q2 report.” Archie executes each step, confirms completion, and flags anything that needs your input.