Archie watches so you don't have to
The most expensive mistakes in fund management aren't the ones you make — they're the ones you discover too late. Archie continuously monitors your portfolio, LP relationships, compliance calendar, and deal pipeline, surfacing the signals that matter before they become problems.
Start your free trialA portfolio company's burn rate jumped 40% last quarter, but you didn't notice because you were focused on closing a new deal. An LP who committed $1M hasn't opened your last three updates — a quiet signal that their re-up is at risk. Your fund's annual compliance filing is due in two weeks and nobody flagged it. These aren't edge cases. They're the daily reality of managing a fund with a small team and too many dashboards.
Archie runs continuously in the background, analyzing patterns across every module in your fund. It doesn't wait for you to ask the right question — it identifies anomalies, trends, and deadlines and surfaces them proactively. When a portfolio company's runway drops below six months, Archie doesn't just show you a number. It tells you what changed, how it compares to the company's historical pattern, and suggests a next step.
This is what separates Archie from a traditional alert system. Static rules fire when a threshold is crossed. Archie understands context — it knows that a 40% burn rate increase at a company that just hired five engineers is different from the same spike at a company that's cutting headcount. It gives you intelligence, not noise.
Archie monitors portfolio metrics for unexpected changes — burn rate spikes, revenue drops, runway falling below critical thresholds. It flags anomalies with context, explaining what changed and how the current trend compares to the company's historical pattern, so you know whether to worry or not.
Archie tracks how your LPs interact with your communications — who opens reports, who clicks into the data room, who's gone quiet. When an LP's engagement drops significantly, Archie alerts you with their commitment status and suggests a re-engagement approach before the relationship goes cold.
Never miss a filing deadline again. Archie monitors your compliance calendar and surfaces upcoming deadlines with increasing urgency — 30 days out as an FYI, 14 days as a reminder, 7 days as a priority alert. It includes the specific action required and links to the relevant documents.
Archie identifies trends across your entire portfolio — not just individual companies. If three of your SaaS companies are seeing elongated sales cycles in the same quarter, Archie connects the dots and surfaces the macro pattern. These cross-portfolio insights are nearly impossible to spot manually.
Archie monitors your deal pipeline for staleness — deals sitting in the same stage for too long, an unusually low conversion rate this quarter, or a gap in your sourcing funnel. It gives you a weekly pipeline health summary so you can course-correct before the quarter ends with nothing to show for it.
Set your own rules for what matters. Tell Archie “Alert me if any company's runway drops below 9 months” or “Flag any LP who hasn't engaged in 45 days.” You control the sensitivity so Archie surfaces the signals that match your management style without overwhelming you with noise.
Archie notices that a portfolio company's burn rate increased 35% while revenue stayed flat, pushing runway from 14 months to 8. It alerts you with the full picture: what changed, the implied timeline, and suggests scheduling a founder check-in before the situation becomes critical.
Based on engagement patterns — report opens, data room visits, meeting frequency — Archie flags LPs whose behavior suggests they may not re-up for your next fund. You get this signal months before the conversation, giving you time to re-engage or adjust your fundraising targets.
Your annual Form ADV amendment is due in 21 days. Archie surfaces the deadline, lists the specific sections that need updating based on changes to your fund this year, and links to the relevant compliance documents in your data room. It even offers to draft the updated sections for your review.
Archie sends alerts across four categories: portfolio health (burn rate changes, runway drops, revenue anomalies), LP engagement (cold LPs, declining interaction patterns), compliance (upcoming deadlines, overdue items), and pipeline health (stale deals, conversion rate changes). Each alert includes context and a suggested next action.
Completely. You set thresholds for each alert type — for example, only alert on runway below 9 months, or only flag LPs who have been inactive for 60+ days. You also control frequency: real-time for critical alerts, daily digest for informational ones, or weekly summary for pipeline health. Archie adapts to your preferences.
Archie uses contextual analysis rather than simple threshold rules. A burn rate spike at a company that just closed a hiring round is expected — Archie factors in recent events before raising an alarm. Over time, Archie learns your fund's patterns and calibrates its sensitivity so you get fewer false positives and more actionable intelligence.
Currently, Archie monitors data within your Archstone environment — portfolio metrics, LP interactions, compliance items, and deal pipeline data. All insights are based on the information you and your portfolio companies have entered. This ensures accuracy and keeps your fund data within a controlled, secure environment.
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