Replaces Visible.vc ($149/mo) + Spreadsheets
You've spent two weeks on a quarterly report. You've copy-pasted portfolio metrics from founder emails into a Google Doc, fought with PDF formatting, and sent it at 11pm hoping the numbers tie out. There's a better way — and it takes ten minutes.
Start your free trialIf you've ever dreaded the end of quarter because it means two weeks of chasing founders for metrics, wrestling with a Word template, and manually calculating DPI for each LP — you know this pain intimately.
Your LPs expect Carta-level reporting. They don't know you're producing it with Gmail, Google Sheets, and a PDF export. The gap between what they expect and what you can deliver with spreadsheets gets wider every quarter.
Maintain detailed profiles for each LP — name, organization, type (HNWI, family office, FoF, endowment), commitment amount, status, contact information, and free-form notes. Everything you need to manage the relationship in one place.
Track every LP through your fundraising pipeline: Prospect, Soft Circle, Committed, Funded. See at a glance how much capital you've committed vs. your target fund size, and identify which prospects need a follow-up nudge.
Select a template, auto-populate portfolio performance data from your tracker, customize your GP letter, and generate a polished PDF — all in one workflow. What used to take 10 hours now takes 10 minutes.
Enter the total amount, and Archstone calculates each LP's pro rata share based on their commitment. It drafts individual capital call notices, sends them via email, and tracks which LPs have wired their funds.
Record distributions and let Archstone handle the waterfall math — return of capital, preferred return, GP catch-up, and carried interest splits. No more late-night spreadsheet formulas wondering if you got the carry calculation right.
Compose LP updates, send them via Resend with professional formatting, and track opens and clicks. See which LPs opened your quarterly update and follow up personally with those who didn't — all from one dashboard.
Upload K-1s and distribute them to individual LPs through their secure portal. Each LP only sees their own documents. No more emailing sensitive tax documents and hoping they don't end up in the wrong inbox.
Every email, capital call, distribution notice, and quarterly report is logged on each LP's profile. Before your next meeting, scroll through the full history to see exactly what they've received and when they last engaged.
Select your report template, review the auto-populated portfolio data, write your GP commentary (or let Archie draft it), and generate a polished PDF. Send it to all LPs with one click and track who opens it.
Enter the total call amount and Archstone calculates each LP's share automatically. Review the notices, hit send, and track payments as they come in. Follow up with LPs who haven't wired in 5 business days.
After sending your quarterly update, see which LPs opened it within the first 48 hours. For those who didn't, send a personal follow-up. Turn passive LPs into engaged partners with data-driven outreach.
Portfolio Tracker feeds live performance data directly into your quarterly reports — no copy-pasting. Data Room stores and distributes LP documents with access controls. Archie AI can draft your LP letters, calculate capital calls, and send communications using natural language commands.
Pricing
Included in all plans starting at $297/mo
Starter includes up to 25 LPs. Unlimited LPs and advanced features on Pro ($497/mo).
14-day free trial. No credit card required.
Start your free trial