Multi-step workflows in one sentence
A capital call isn't one step — it's fifteen. Calculate pro rata shares, draft individual notices, verify banking details, queue emails, track payments. Archie collapses multi-step fund operations into a single sentence with your approval at every checkpoint that matters.
Start your free trialEvery fund operation that seems simple on paper is actually a chain of dependent steps spread across multiple systems. Sending a capital call means pulling your LP commitment schedule, calculating each investor's pro rata share of the call amount, generating individual notices with the correct wire instructions, attaching the right legal language, sending personalized emails, and then tracking who's funded. In most platforms, that's an afternoon of work.
Archie is an agentic AI — not a chatbot that gives you answers, but an orchestrator that executes multi-step workflows with read and write access across every Archstone module. It can create records, update statuses, draft communications, generate documents, and send emails. The key difference: Archie always pauses at sensitive checkpoints and asks for your explicit approval before taking action that goes out the door.
Think of Archie as a chief of staff who has memorized your entire fund structure and never drops a step. You say what you need in one sentence. Archie breaks it into the right sequence of operations, executes the non-sensitive steps automatically, and surfaces the important decisions for you to approve. The fifteen-step capital call becomes a thirty-second interaction.
Archie decomposes complex requests into ordered steps and executes them sequentially. Say “Close the Acme deal and update everything” and Archie moves the deal to closed, creates a portfolio company record, sets up cap table entries, drafts an LP notice, and schedules a board follow-up.
Tell Archie the call amount and it handles the rest: calculates each LP's pro rata share based on their commitment, generates personalized capital call notices, queues emails with the correct wire instructions, and sets up payment tracking — all waiting for your one-click approval.
Say “Prepare the Q1 LP report” and Archie compiles portfolio metrics, drafts narrative commentary for each company based on recent data, formats it into your report template, generates a PDF, and queues it for review. What used to take a weekend takes minutes.
When a new LP commits, tell Archie and it creates the LP record, sends a welcome email with data room access, generates subscription documents, triggers AML/KYC checks, and adds them to your communication distribution list. The entire onboarding flow in one command.
Say “Move all passed deals from last month to archive” and Archie identifies the right deals, updates their status, and logs the action. Or “Advance Acme to DD and create a diligence checklist” — Archie moves the deal and generates a template tailored to the company's sector.
Archie never sends an email, publishes a report, or executes a financial transaction without your explicit approval. It prepares everything, shows you exactly what it's about to do, and waits for confirmation. You stay in control of every action that touches LPs, money, or external parties.
Archie calculates pro rata shares for every committed LP, generates individual notices with correct amounts and wire details, shows you the full breakdown for approval, and sends personalized emails the moment you confirm. Payment tracking starts automatically.
Archie pulls the latest portfolio data, writes narrative updates for each company, inserts fund-level performance metrics, formats it using your report template, generates a branded PDF, and queues individual emails to each LP. You review and approve in one click.
Archie identifies every deal marked as “passed” from the previous month, moves them to your archive, and provides a summary of what was cleaned up. Keep your active pipeline focused on live opportunities without manual housekeeping.
Every workflow that sends communications, moves money, or modifies external-facing data requires explicit GP approval. Archie categorizes actions as “safe” (reading data, internal updates) and “sensitive” (emails, financial transactions, published reports). Sensitive actions always pause for your confirmation with a clear preview of what will happen.
Yes. You can configure approval thresholds in your settings. Some GPs want to approve every LP email individually. Others are comfortable letting Archie send routine updates automatically and only pause for capital calls or reports. You define the guardrails that match your comfort level.
Archie handles workflow failures gracefully. If a step fails — say an LP's email bounces during a capital call distribution — Archie completes the remaining steps, flags the failure, and gives you a clear summary of what succeeded and what needs attention. No silent failures.
Archie doesn't rely on pre-built workflow templates. It decomposes your natural language request into the right sequence of steps dynamically. This means you can describe any multi-step operation and Archie will figure out the execution plan. The more you use it, the better it understands your preferred patterns.
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