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Get Any Fund Answer in Seconds, Not Spreadsheet Hours

“What's our TVPI?” “How much have we called from LP X?” Simple questions that shouldn't require opening four tabs, three spreadsheets, and a calculator. Ask Archie in plain English and get a precise answer in seconds.

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Simple questions shouldn't take 15 minutes to answer.

Your LP asks: “What's our total deployed capital?” That means opening your portfolio tracker, filtering for closed deals, summing a column, then cross-referencing with a spreadsheet where you logged that co-investment from two months ago. A 5-second question turns into a 15-minute scavenger hunt across tabs and tools.

Archie eliminates the friction entirely. Type “What's our total deployed?” and Archie queries your portfolio tracker, sums every closed investment including follow-ons, and returns a number with a breakdown — in under two seconds. It doesn't just look up data. It calculates derived metrics like TVPI, DPI, and net IRR on the fly, pulling from live data across every module.

The difference between Archie and a dashboard is intent. Dashboards show you everything and hope you find what you need. Archie starts with your question and returns exactly the answer, with context. Ask “Which portfolio companies have less than 6 months runway?” and Archie doesn't just list names — it shows current burn rate, last funding date, and a recommended action for each one.

More than a search bar. A fund analyst in your pocket.

Plain English queries

Ask “What's our TVPI as of today?” or “How much dry powder do we have left?” — no query language, no filters, no dashboards. Archie understands fund terminology natively and returns precise answers instantly.

Cross-module data access

A single question can pull from your portfolio tracker, LP directory, deal pipeline, and compliance calendar simultaneously. Ask “How much have we called from LP X?” and Archie cross-references commitments with capital call records across modules.

Calculated answers, not just lookups

Archie computes derived metrics on the fly. TVPI, DPI, net IRR, portfolio-weighted burn rate, sector allocation percentages — anything that requires math across multiple records, Archie calculates and shows its work.

Historical comparison

Ask “Show me our deal conversion rate this quarter” and Archie pulls current quarter data, compares it to the previous quarter, and highlights the trend. Every answer comes with temporal context when relevant.

Follow-up context

Archie remembers what you just asked. Say “What about by sector?” after asking about deployed capital and Archie breaks it down by sector without you repeating the full question. Conversations flow naturally.

Exportable answer cards

Every answer Archie gives can be exported as a formatted card — perfect for pasting into LP updates, partner emails, or board decks. One click turns an ad-hoc query into a polished data snapshot.

Fund queries in action

LP Meeting Prep

“Give me a fund snapshot for the Riverside LP call”

Sixty seconds before an LP call, ask Archie for a snapshot. It returns deployed capital, TVPI, top performers, recent activity, and that LP's specific commitment and capital call history. Everything you need on one screen.

Quick Answers on Calls

“Which portfolio companies have less than 6 months runway?”

A partner asks a tough question mid-call. Instead of saying “let me get back to you,” type the question to Archie and have the answer before the conversation moves on. Real-time intelligence during live conversations.

Ad-Hoc Board Responses

“Show me our deal conversion rate this quarter”

Your advisory board wants to know how the pipeline is converting. Archie calculates sourced-to-closed rates, average time in each stage, and compares to last quarter — all from a single natural language question.

Frequently asked questions

How accurate are Archie's query results?

Archie pulls directly from your live fund data in Archstone. For calculated metrics like TVPI or net IRR, Archie shows the formula and source data so you can verify every number. If any underlying data is stale or missing, Archie flags it explicitly rather than guessing.

What data can Archie access for queries?

Archie has read access to every module in your Archstone account: portfolio tracker, LP directory, deal pipeline, cap table, compliance calendar, data room metadata, and communications history. It cross-references all of these to answer complex, multi-module questions.

Can Archie handle complex, multi-part queries?

Yes. Ask “Which LPs committed over $500K, haven't received an update in 60 days, and are up for re-up in Fund II?” and Archie cross-references your LP directory, communications log, and commitment data to return a precise, filtered list. The more specific your question, the more useful the answer.

Do I need to use specific phrasing or commands?

No. Archie understands natural language and VC terminology natively. “What's our dry powder?”, “How much capital is undeployed?”, and “Remaining commitment capacity” all return the same answer. Ask however you naturally think about the question.

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