For Established GPs
By Fund III, you know exactly how much time you waste on operations. The spreadsheets that worked for Fund I don't scale. The $600/mo Carta plan keeps getting more expensive. You need a platform that grows with you — not one that charges more every year.
Sound familiar?
Your Fund II LP wants a consolidated view across both vehicles. Your Fund III investor wants just their fund. Carta gives you one report format. You export to Excel and start customizing. Again.
One report format → manual Excel customization → every quarter
You're meeting a returning LP who's considering re-upping for Fund III. You need performance data across all vintages, deal attribution, and a narrative on how your thesis evolved. This takes half a day to assemble.
Cross-vintage data scattered → half a day to assemble → every re-up
Your new associate logged a deal in the wrong pipeline. Your analyst can see LP commitment data they shouldn't have access to. The intern somehow has admin permissions. You spend 45 minutes fixing roles.
No role isolation → wrong access levels → 45 minutes of cleanup
Blue sky filings for Fund II are due next week. Fund III has a different domicile with different requirements. Your compliance calendar is a shared Google Sheet that nobody trusts.
Different domiciles → different requirements → spreadsheet nobody trusts
Your Fund I is in harvest mode. The European waterfall calculation across 12 portfolio exits with different carry tiers... you're not confident the Excel model is right. Your CFO isn't either.
Complex waterfalls → Excel uncertainty → nobody confident in the numbers
You've built real track record. But your operational infrastructure still looks like Fund I.
Without Archstone
With Archstone
“We switched from Carta after our Fund II close. The migration took an afternoon. Our LPs noticed the portal upgrade within a week.”
— Fund III GP, $45M AUM
Data room, LP portal, portfolio tracking, deal pipeline, fund operations, compliance, fundraising CRM, and AI — purpose-built for Fund I through Fund III.
Nested folder structures with drag-and-drop uploads, in-app document preview, and version history. Share with LPs through password-protected links with per-page view analytics, watermarking, and expiration controls. Folder templates get you set up in minutes. Add comments, annotations, and approval workflows to any document.
See Data Room →A white-label portal your LPs actually want to use. Custom branding — your logo, colors, favicon, and footer. Capital accounts, K-1 document access, distribution history, and quarterly reports with SVG charts. Co-invest opportunities surface automatically. Control exactly which sections each LP sees.
See LP Portal →Health scores from A to F for every company, with anomaly detection that fires Slack alerts when metrics go sideways. Exit scenario modeling, ESG tracking, and a founder metrics portal with automated update reminders. Follow-on investment tracking and a dashboard that shows which companies need attention before they ask for it.
See Portfolio Tracker →A 10x kanban with fully custom stages, colors, and ordering. Score deals with weighted criteria, compare opportunities side-by-side, and attach IC meeting notes with voting and recommendations. Sourcing analytics show where your best deals come from. When the IC asks about dealflow, everything is already organized.
See Deal Pipeline →Distribution waterfall calculations — both American and European — with PDF export. IRR/XIRR calculator, management fee tracker, cash position monitoring, and GP commitment tracking. Automate capital calls with pro rata notices, model your benchmarks against industry data, and generate polished quarterly reports in minutes.
See Fund Ops →A compliance score dashboard (0-100) that auto-generates items based on your fund domicile. Form D tracker, blue sky filings across all 50 states, and AML/KYC checklists that actually stay current. Side letter management with MFN clause alerts so nothing slips through. Compliance training tracking with expiration reminders.
See Compliance →A full prospect pipeline with email sequences, tagging, notes, and activity timelines. LP commitment pipeline kanban with six stages from first meeting to wire received. Convert prospects to LPs with a single click. Track which outreach is working and which prospects need a follow-up.
See Fundraising →Your AI-powered operations layer with 26 tools across every module. Ask Archie to prep for an LP meeting, draft a portfolio update, model exit scenarios, generate investment memos, or run a compliance audit — in natural language. Smart data entry, scheduled actions, voice mode, and proactive nudges that surface what matters before you ask.
See Archie AI →Beyond the core modules, Archstone is packed with platform-level features that eliminate every workaround you've been living with.
18 currencies with daily exchange rates. Manage global LP commitments and portfolio valuations without spreadsheet gymnastics.
10 field types on LPs, companies, and deals. Tailor every module to how your fund actually works.
Bell icon with in-app notifications, plus Slack and email delivery. Never miss a compliance deadline, LP activity, or portfolio alert.
Send, sign, and track documents with a full audit trail. Draw or type signatures. No DocuSign subscription needed.
Slash commands, daily digests, and anomaly alerts delivered straight to your Slack workspace.
CSV import with a data migration wizard that maps fields from Carta, Airtable, Visible, AngelList, and PitchBook. Switch in an afternoon.
Navigate anywhere, trigger actions, and search across all modules from a single keyboard shortcut.
Search across LPs, deals, portfolio companies, documents, and communications — all from one search bar.
Save filtered, sorted views in every module. Your deal pipeline in Q1, your top-performing portfolio companies, your overdue compliance items.
WYSIWYG editor with variable interpolation. Build capital call notices, LP updates, and fundraising sequences that look professional every time.
HMAC-signed webhook delivery with retry logic across 11 event types. Connect Archstone to your existing tools.
Roll out new workflows to your team gradually. Test different approaches to LP communications and measure what works.
Established GPs typically run 3-4 tools per fund. Multiply that by your number of vehicles.
Current stack (per fund)
Archstone Pro
Yes. Each fund has its own data isolation, LP portal, compliance calendar, and reporting. Switch between funds with one click. Cross-fund dashboards let you see performance across all vintages.
Our data migration wizard maps fields from Carta, including cap tables, LP data, and document history. Bulk CSV import handles everything else. Most teams complete the migration in a single afternoon.
Yes. American (deal-by-deal) and European (whole-fund) waterfall calculations with configurable carry tiers, hurdle rates, and catch-up provisions. Every calculation is auditable and exportable as PDF.
Granular role-based access control. GPs see everything. Analysts can be scoped to specific modules. LP viewers only see their own data. Custom roles available on Pro.
Carta charges $600+/mo per fund with 5-10% annual escalators. Archstone Pro at $497/mo covers unlimited funds, unlimited LPs, full AI, and every module. The math gets better with every fund you add.
Archie has 26 tools spanning every module. It can draft LP letters, generate investment memos, run compliance audits, model exit scenarios, extract data from pitch decks, prep you for LP meetings, score deals, detect portfolio anomalies, and execute multi-step workflows like capital calls. It also supports voice mode and scheduled actions — tell it what to do and when.
You've proven the thesis. Now professionalize the operations. Set up Archstone and stop paying the complexity tax.
Start your free trial14-day free trial. No credit card required. $497/mo after.