Send once, track everything
You spent hours crafting the perfect quarterly report. Then you BCC'd your entire LP list from Gmail, hit send, and hoped for the best. No idea who opened it. No idea who read past the first page. No idea if that $2M anchor LP even received it. That's not investor relations — that's a prayer.
Start your free trialMost emerging managers distribute quarterly reports the same way they'd share a college group project: one email, everyone in BCC, fingers crossed. There's no tracking, no personalization, no follow-up system. If an LP's spam filter catches it, you don't know. If they forward it to someone unauthorized, you don't know that either.
The best GPs treat quarterly report delivery as an IR touchpoint, not an email blast. They know which LPs engaged deeply with the report, which ones skimmed the summary, and which ones never opened it at all. That intelligence shapes their follow-up strategy and strengthens LP relationships over time.
Archstone's distribution engine sends personalized reports to each LP individually, tracks opens and read depth in real-time, and automatically follows up with LPs who haven't engaged. Every delivery is archived for compliance. You get the intelligence of a full IR stack without hiring an IR associate.
Finalize your quarterly report and distribute it to your entire LP base with a single click. Each LP receives an individually addressed email — no BCC chains, no mail merge headaches, no risk of accidentally revealing your LP list to other investors.
See exactly which LPs opened your report, when they opened it, and from what device. Your dashboard shows real-time delivery status for every LP — delivered, opened, or still unread. Know within hours who's engaged and who needs a personal nudge.
Go beyond open rates. See how long each LP spent reading your report and which sections they focused on. If your anchor LP spent 12 minutes on portfolio metrics but skipped your market commentary, that's signal you can act on for next quarter's format.
Set automatic reminder emails for LPs who haven't opened your report after a configurable window — 3 days, 5 days, or custom. The follow-up is gentle and personalized, not a robotic resend. Turn passive distribution into proactive investor relations without lifting a finger.
Get confirmation that every report was successfully delivered — no more wondering if emails bounced or hit spam filters. If delivery fails for any LP, you're notified immediately with the reason and can resend or reach out directly. No LP falls through the cracks.
Every report distribution is automatically archived with timestamps, recipient lists, delivery confirmations, and the exact content sent. When your auditor or fund admin asks for proof that quarterly reports were delivered on time, you have a complete, searchable record ready to go.
Finalize your Q4 report on Monday, send it to all 30 LPs with one click, and by Tuesday morning you know exactly who's read it. Follow up personally with your three largest LPs who opened it — they'll appreciate the proactive outreach and it sets the tone for re-up conversations.
Your institutional LPs want granular financial detail. Your HNW investors prefer a concise summary. Distribute different report versions to different LP segments from the same dashboard. Each segment gets the depth they expect, and you track engagement across all of them in one view.
Send detailed board packages to your LP Advisory Committee ahead of meetings. Track who's reviewed the materials so you know which members will arrive prepared and which might need a pre-meeting briefing. The read analytics turn meeting prep from guesswork into strategy.
Archstone sends from authenticated, high-reputation email infrastructure with proper SPF, DKIM, and DMARC records. Deliverability rates exceed 99%. If a specific LP's organization has strict email filtering, we detect the bounce immediately and alert you to reach out via an alternative channel.
Open tracking works via a standard tracking pixel and unique report links. Accuracy is high for web-based email clients and most desktop clients. Some privacy-focused email clients block tracking pixels, so we supplement with link-click tracking to maximize visibility into LP engagement.
Every distribution event is logged with the exact report content, full recipient list, individual delivery timestamps, and open/read data. Records are stored immutably and searchable by date, LP name, or report quarter. Export the full archive as a CSV or PDF for auditor review at any time.
Yes. Write your own follow-up message or use a pre-built template. Set the timing — 3, 5, or 7 days after initial send. The follow-up includes a direct link to the report and can reference the LP by name. You can also disable automatic follow-ups and handle them manually if you prefer.
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