Quarterly reports in minutes, not days
Assembling quarterly LP reports takes days of pulling portfolio metrics, writing market commentary, formatting tables, and compiling PDFs. Archie does the entire thing from a single command — and presents it for your review before sending a word.
Start your free trialEvery quarter, the same painful ritual: chase portfolio companies for updated metrics, pull data from three different sources into a spreadsheet, write market commentary that sounds thoughtful but not alarming, draft a GP letter that strikes the right tone, format everything into a polished PDF, and send it to 20+ LPs. It takes two to five days of focused work — and it's due every 90 days.
Archie turns this into a single command. Say “Generate the Q1 quarterly report” and Archie pulls every portfolio company's latest metrics from your tracker, calculates fund-level performance (TVPI, DPI, IRR), drafts market commentary based on current conditions, writes a GP letter in your preferred tone, and assembles everything into a formatted report ready for your review.
The key word is “review.” Archie doesn't fire off reports without your input. It presents a complete draft, lets you edit any section — tweak the commentary, adjust the tone of the GP letter, add a personal note — and only distributes once you approve. You get the quality of a hand-crafted report with the speed of automation.
Say “Generate Q1 report” or “Build the quarterly update for LPs.” Archie understands the intent, identifies the reporting period, and kicks off the full generation workflow. No templates to fill, no forms to complete.
Archie queries your portfolio tracker for every company's latest ARR, burn rate, runway, headcount, and custom metrics. It flags any companies with stale data (>90 days) so you can chase updates before the report goes out.
Archie drafts market commentary that's informed by your portfolio's sector focus and stage concentration. It references real market conditions and ties them to your fund's positioning — not generic AI filler, but contextual analysis.
Archie writes the GP letter in your voice. It learns your communication style from past letters and LP updates, matching tone, length, and level of detail. Highlight wins, address challenges honestly, and set expectations for the next quarter.
Tell Archie “Make it more concise” or “Add more detail on the fintech portfolio companies.” Adjust the tone from formal to conversational. Archie regenerates specific sections on command without redoing the entire report.
Archie presents the complete report for your review. Edit any section inline, request rewrites of specific paragraphs, or add personal notes. Once you approve, distribute to all LPs with one click — or send to specific segments.
The bread-and-butter use case. Archie pulls all metrics, calculates fund performance, drafts commentary and the GP letter, and assembles a polished PDF. What used to take 3-5 days now takes 20 minutes of review and editing.
Annual reviews require deeper analysis and longer narratives. Archie pulls four quarters of data, calculates year-over-year trends, and drafts a comprehensive review with portfolio highlights, exits, write-offs, and forward outlook.
Not every report is quarterly. When a prospective LP asks for a portfolio overview, Archie generates a tailored summary with the metrics and narrative that matter most for fundraising conversations. Ready in minutes.
Archie is powered by Claude and trained on your fund's historical communications. The drafts are substantive and context-aware — not generic AI filler. That said, we always recommend reviewing and personalizing the commentary. Archie gets you 90% there; you add the final 10% of your voice and judgment.
Yes. Set your preferred report structure — which sections to include, ordering, level of detail per section, and formatting preferences. Archie remembers your preferences and applies them to every report. You can also override for individual reports with instructions like “Skip the market commentary this quarter.”
Every number in the report is pulled directly from your live Archstone data. Archie flags any metrics that are stale (no update in 90+ days) or missing, so you know exactly where to follow up before distributing. Calculated metrics like TVPI and IRR show the source data and formula used.
Archie presents the full report in an editable view. Click into any section to edit directly, or tell Archie to revise specific parts (“Make the GP letter shorter” or “Add more detail on Acme Corp”). Once you're satisfied, approve and distribute — to all LPs or specific segments.
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