Replaces Spreadsheets + Visible.vc
You've sent your third follow-up email to a founder who still hasn't submitted Q3 metrics. When they finally respond, the numbers don't match what they told you on the phone. Sound familiar? Portfolio tracking shouldn't require detective work.
Start your free trialEvery GP knows the quarterly ritual: send metric request emails to 15 founders, get 8 responses, chase the other 7, manually enter everything into a spreadsheet, and discover two weeks later that the burn rate numbers were wrong.
By the time you compile your quarterly report, half your data is already a month stale. And if an LP asks you a pointed question about portfolio performance, you're opening three different spreadsheets to cobble together an answer.
Detailed profiles for each portfolio company with investment date, check size, valuation at entry, current valuation, ownership percentage, and status. Everything an LP might ask about, accessible in seconds.
Monitor ARR, MRR, burn rate, runway months, headcount, revenue, and customer count over time. See trend lines and quarter-over-quarter growth rates so you spot inflection points early.
Send quarterly data request forms to all portfolio founders with one click. Responses automatically populate company profiles — no manual data entry. Reminders go out automatically to founders who haven't responded.
See your entire portfolio at a glance with charts and visualizations — total deployed capital, aggregate ARR, companies by status, and MOIC distribution. The dashboard your LPs wish they had.
Drill into any company to see their full metric history with trend lines. Compare current performance against their trajectory at investment and spot companies that are accelerating or decelerating.
Categorize companies as Active, Exited, or Written Off. Track exit multiples and realized returns alongside unrealized portfolio value for a complete picture of fund performance.
Archstone flags burn rate spikes, runway drops below 6 months, and other metric anomalies automatically. Get alerted when a company needs your attention before it becomes an emergency board conversation.
Track fair market value across rounds with automatic MOIC (multiple on invested capital) and IRR calculations. See your fund's performance at the portfolio level and per company without building formulas.
Send quarterly data request forms to all portfolio founders at once. Responses flow directly into company profiles — no manual data entry, no chasing emails. Auto-reminders handle the follow-ups for you.
Filter your portfolio by runway to instantly identify companies that need bridge financing or cost-cutting conversations. Proactive monitoring means you're never caught off guard at a board meeting.
Pull a formatted portfolio performance table — company names, investment amounts, current valuations, MOIC, and status — directly into your quarterly report. No more copying rows from a spreadsheet.
Portfolio data feeds directly into LP Portal quarterly reports — no copy-pasting between tools. Cap Table pulls valuation data to keep ownership calculations current. Archie AI monitors your portfolio metrics continuously and flags anomalies proactively, so you hear about problems before your founders tell you.
Pricing
Included in all plans starting at $297/mo
Starter includes up to 20 portfolio companies. Unlimited companies on Pro ($497/mo).
14-day free trial. No credit card required.
Start your free trial