Data Room · Folder Management
Your fund isn't a generic business and your file system shouldn't be either. Archstone ships with folder templates built for fund operations — LPA and side letters in one place, K-1s in another, deal memos where your IC can find them. No more recreating the same folder structure from scratch every quarter.
Start your free trialEvery emerging GP starts the same way. You create a Google Drive folder called "Fund I" and start dumping files. Six months later you have nested folders three levels deep, a "Misc" folder that contains half your important documents, and no consistent naming convention. When an LP asks for your audited financials from Q3, you spend fifteen minutes hunting.
The problem isn't discipline — it's tooling. Google Drive, Dropbox, and Box have no concept of what a fund looks like. They don't know that LPAs and side letters go together, that K-1s should be organized by tax year, or that deal memos need to be tagged by pipeline stage. You're forcing fund-shaped documents into a consumer-shaped box.
Archstone's folder management is built around how funds actually operate. When you create a new fund, you get a pre-built folder hierarchy: Fund Formation, LP Materials, Deal Pipeline, Portfolio, Compliance, and Finance. Each top-level folder expands into the subfolders you'll actually need — and Archie AI can auto-sort uploaded documents into the right place based on their content.
Start with folder structures designed for real fund operations: Fund Formation (LPA, PPM, subscription docs), LP Materials (quarterly reports, K-1s, capital call notices), Deal Pipeline (by company, by stage), Portfolio (metrics, board decks), and Compliance (filings, AML/KYC).
Nest folders as deep as you need. Create per-LP folders within your LP Materials section. Add per-deal subfolders with consistent structures — pitch deck, financial model, references, legal. Your hierarchy mirrors your workflow, not the other way around.
Select multiple files and move or copy them across folders in a single action. Reorganizing for a new fundraise? Move all relevant docs from your Fund I structure into a new Fund II folder without losing metadata, tags, or version history.
Drop a batch of files and let Archie sort them. Upload 30 documents from a deal closing and Archie reads each one, identifies it (term sheet, cap table, legal opinion, board consent), and files it in the correct folder automatically. Review and approve before it finalizes.
Add custom tags to any file — "Fund I", "Tax 2025", "Confidential", "Board-Ready" — and filter your entire data room by tag. Tags work across folders, so you can surface all board-ready documents regardless of where they live in your hierarchy.
Search across every document in your data room by file name, tag, folder, or content. Looking for the specific clause in your LPA about key-person provisions? Search finds it in seconds, even inside PDF documents, so you never have to remember which folder something lives in.
Use the Fundraise template to create a pre-structured data room with folders for your PPM, LPA, track record, team bios, and references. Drop your files in, tag them, and share the entire room with a single link. LPs see a professional, organized presentation — not a messy Google Drive.
Every deal gets its own folder with a consistent structure: pitch deck, financial model, customer diligence, legal docs, and IC memo. Your investment committee knows exactly where to look before every vote. When a deal closes, archive the folder and all its contents move to your portfolio section.
Your compliance folder auto-creates annual subfolders for tax filings, Form ADV amendments, blue sky filings, and audit workpapers. When your fund admin or auditor asks for last year's K-1 distribution records, you send them a link to the exact folder instead of digging through email.
Absolutely. Templates are starting points, not constraints. Rename folders, add new ones, delete ones you don't need, and nest subfolders however makes sense for your operation. You can also save your custom structure as a new template for future funds.
When you upload files, Archie reads the document content and metadata to classify each file (e.g., "LPA", "K-1", "pitch deck", "financial model"). It suggests a folder placement for each file, and you approve or adjust before it moves anything. It learns your preferences over time.
Yes. Full-text search indexes the contents of PDFs, Word documents, and text files. Search for a specific clause, company name, or dollar amount and Archstone surfaces matching documents with the relevant passage highlighted. Spreadsheets are indexed by sheet name and header row.
Shareable links are tied to the document, not the folder. Moving a file to a different folder doesn't break any existing links or change access permissions. Recipients continue to access the same document at the same URL regardless of where you organize it internally.
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