Powered by Claude
You didn't raise a fund to do data entry. Every other platform makes you fill out forms, click through dashboards, and manually connect the dots. Archie inverts the model: tell it what you need in plain English, and it handles the rest — across every module in your fund.
Start your free trialIf you've ever spent an hour entering a deal into your pipeline, then re-entering the same data into your portfolio tracker when it closes, then manually updating the cap table, then drafting an LP notice — you understand why we built Archie.
Every fund management tool on the market is a collection of forms and dashboards. They digitized the paperwork but didn't eliminate it. Archie is different. It's an AI that understands your fund context, can read and write across every module, and executes multi-step workflows with your confirmation. It's the junior analyst you can't afford to hire.
Say “Add Acme Corp to pipeline” and Archie creates a deal record with all available fields populated. Say “Move Acme to DD stage” and it's done. No forms, no navigation — just tell Archie what you need and it executes across the right modules.
Tell Archie “Prepare the Q1 LP report” and it compiles portfolio data from your tracker, drafts narrative commentary for each company, formats it into your report template, generates a PDF, and queues it for your review before sending to LPs.
Upload a pitch deck and Archie extracts key information — team, market size, business model, traction, and financials. It creates a DD checklist, flags potential risks, and can draft an investment memo for IC review. Hours of work compressed into minutes.
Ask “Who haven't I talked to in 30 days?” and Archie surfaces cold LPs with their commitment status, last communication date, and suggested re-engagement talking points. Never let an LP relationship go stale because you lost track.
Archie monitors your compliance calendar, runs AML risk assessments when new LPs are added, and alerts you to upcoming regulatory deadlines. Ask “What's overdue?” and get an instant summary with recommended actions.
Archie continuously monitors portfolio metrics in the background. When a company's burn rate spikes or runway drops below 6 months, you get a proactive alert with context — not just a number, but an analysis of what changed and suggested next steps.
Forward a pitch email to Archie and it extracts company name, founder contact, sector, stage, and deck — then creates a deal in your pipeline. Forward a founder update and it populates the relevant portfolio metrics. Your inbox becomes an input channel.
Close a deal and Archie handles the cascade: create a portfolio company record, set up the cap table entry, notify LPs about the new investment, and schedule the first board meeting follow-up. One action triggers an entire workflow.
Archie calculates pro rata shares for every committed LP, drafts individual capital call notices with the correct amounts, and queues them for your review. Approve with one click, and they're sent via email with payment tracking enabled.
Archie pulls the latest metrics across all portfolio companies, identifies outliers (burn rate spikes, revenue acceleration, runway concerns), and generates a concise summary. Get your portfolio health check in 10 seconds instead of 10 minutes of clicking through dashboards.
Archie compiles David's LP profile, commitment history, all past communications, documents he's viewed, and suggests talking points based on his engagement patterns. Walk into every meeting fully briefed without any prep work.
Archie is powered by Claude — Opus for complex reasoning tasks like investment memo drafting and portfolio analysis, Sonnet for routine operations like data entry and status updates. It has tool-use access across all Archstone modules, conversation memory that learns your preferences, and strict guardrails.
Destructive actions — sending emails, capital calls, or publishing reports — always require your explicit confirmation. Archie prepares and recommends, but you stay in control of every decision that goes out the door.
Pricing
Included in all plans
Starter includes 10 AI operations/mo (queries only). Pro ($497/mo) includes unlimited operations with full orchestration and proactive monitoring.
14-day free trial. No credit card required.
Start your free trial