Replaces quarterly spreadsheet gymnastics

Portfolio Valuations You Can Actually Defend

Every quarter you open that spreadsheet, update a few cells, pray the formulas still work, and produce a NAV number you're not entirely confident in. When an LP asks how you arrived at a specific mark, you scramble through tabs trying to reconstruct your methodology.

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Inconsistent valuations erode LP trust

For most emerging GPs, portfolio valuation is the most anxiety-inducing part of fund management. You're marking 15 companies using three different methodologies across a spreadsheet that's grown so complex even you don't fully understand it. Last round valuation for companies that just raised. Revenue multiples for the ones generating revenue. Cost basis for the ones too early to value any other way.

The problem isn't the math — it's the process. There's no consistent system for documenting why you chose a particular methodology, when you last updated a mark, or what changed between quarters. When your fund administrator asks for supporting documentation, you're reconstructing the reasoning from memory.

And when an LP on your advisory committee questions a specific valuation, you need more than a number — you need to show your work. A defensible valuation isn't just the right number; it's the right number with a clear methodology, consistent application, and a documented audit trail.

Structured valuations with a complete paper trail

Mark-to-market tracking

Update portfolio company valuations as new information arrives — follow-on rounds, revenue milestones, or comparable transactions. Every mark is timestamped, tagged with methodology, and stored in a continuous history you can review at any point.

Multiple valuation methods

Apply last round pricing, revenue multiples, comparable company analysis, or cost basis — and switch between methods as companies mature. Maintain multiple valuations side-by-side so you can compare approaches and pick the most defensible mark.

Adjustment history

Every valuation change is logged with the previous value, new value, methodology, date, and an optional rationale note. See exactly when and why every mark changed — a complete audit trail your fund admin and auditors will appreciate.

MOIC/TVPI/DPI auto-calculation

Stop building formulas. Archstone calculates MOIC, TVPI, DPI, and IRR automatically at the company level and the fund level. Numbers update in real time as you adjust valuations, add distributions, or record follow-on investments.

Audit-ready documentation

Export a complete valuation report for any company or your entire portfolio — including current mark, methodology, supporting rationale, and change history. Formatted for your auditor, fund admin, or LP advisory committee review.

Portfolio summary views

See your entire fund's valuation picture in one view: total unrealized value, total distributions, aggregate TVPI and DPI, and MOIC distribution across companies. Drill into any company for the full detail or zoom out for the fund-level story.

How GPs use Valuations

NAV Calculation

Produce your quarterly NAV in hours, not weeks

Review and update marks for each company, confirm methodologies are consistent, and export a fund-level NAV with supporting documentation. What used to require a week of spreadsheet work is now a structured, repeatable process.

LP Reporting

Present valuations LPs can trust

Include a professional valuation summary in your quarterly LP letter showing each company's current mark, MOIC, and methodology. When LPs ask follow-up questions, pull the detailed history in seconds rather than digging through spreadsheets.

Performance Tracking

Benchmark fund performance against vintage peers

With accurate, up-to-date TVPI, DPI, and IRR numbers, compare your fund's performance against industry benchmarks. Know exactly where you stand relative to top-quartile, median, and bottom-quartile funds of your vintage.

Frequently asked questions

What valuation methodologies does Archstone support?

Archstone supports the most common approaches used by emerging VCs: last round valuation, comparable company analysis, revenue multiples, cost basis, and option pricing models. You can apply different methods to different companies and maintain multiple valuations side-by-side. Every mark includes a methodology tag so your auditors can see exactly how you arrived at each number.

How are MOIC, TVPI, DPI, and IRR calculated?

Archstone calculates all standard fund performance metrics automatically. MOIC (Multiple on Invested Capital) uses current fair market value divided by invested capital. TVPI (Total Value to Paid-In) includes both unrealized value and distributions over total paid-in capital. DPI (Distributions to Paid-In) covers realized returns only. IRR is time-weighted using actual investment and distribution dates. All calculations update whenever you adjust a valuation.

Can I maintain an audit trail for valuation changes?

Yes. Every valuation adjustment is timestamped and logged with the previous value, new value, methodology used, and an optional note explaining the rationale. This creates a complete audit trail for your fund administrator, auditors, or LPs who want to understand how marks have changed over time. You can export the full history for any company or the entire portfolio.

How does Archstone handle follow-on rounds and markups?

When a portfolio company raises a new round, you can update the valuation with one click — enter the new post-money valuation, and Archstone recalculates your ownership percentage (accounting for dilution), updates MOIC and unrealized value, and logs the adjustment with the round details. It also flags any companies where your mark differs significantly from the latest round price so you can review and adjust.

More Portfolio Tracker capabilities

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