For Law Firms
Your clients trust you with fund formation. Then they ask what software to use — and you don't have a great answer. Archstone fills that gap, and creates a new revenue stream for your firm.
You draft the LPA. You form the Delaware LP and the management company LLC. You file the Form D. You advise on blue sky requirements and investment adviser registration. The legal work is excellent.
Then your client asks: "What software should I use to actually run this thing?"
You might mention Carta, but it's $600/month and your client is raising a $5M fund. You might mention AngelList, but they're only doing a traditional blind pool. You might say "a lot of people use spreadsheets," knowing full well what that leads to.
The truth is, there's been a gap between fund formation and fund operations. You handle the legal infrastructure beautifully. But the operational infrastructure — the data room, the LP communications, the compliance calendar, the portfolio tracking — that's been the client's problem to solve.
Until now.
"The best fund formation practices don't just set up the entity — they set up the GP for operational success."
Better operations prevent the problems that end up back on your desk. These are real scenarios your clients face — and how Archstone prevents them.
Your client forms a $5M fund and forgets to file the Form D amendment within 15 days. You get the panicked call six months later. With Archstone, the compliance module flags every deadline before it passes.
A GP miscalculates pro rata shares in a spreadsheet and calls capital unevenly. Two LPs notice. Now you're drafting correction notices. Archstone automates the math and creates auditable records.
An LP claims they never received a quarterly update. The GP says they sent it. Nobody has proof. Archstone's LP portal logs every communication, every view, every document access.
Your client wants to raise Fund II but their track record is in a spreadsheet that doesn't match their pitch deck numbers. Archstone keeps portfolio data current, so Fund II materials write themselves.
The difference between a client who has Archstone and one who doesn't.
Without Archstone
With Archstone
This isn't a referral link. It's a real partnership — with revenue, resources, and a shared commitment to your clients' success.
Earn an ongoing revenue share for every client you refer to Archstone. Not a one-time bounty — recurring revenue that grows as your referral base grows.
Joint webinars, shared content, and co-branded materials. Position your firm as the one that doesn't just form funds — you set them up for operational success.
A named partner manager who understands your practice. Priority onboarding for your clients. Shared Slack channel for real-time coordination.
With your client's permission, see their compliance dashboard status. Know when a client is falling behind before they call you in a panic.
Archstone replaces the 4-5 tools your clients are currently duct-taping together — at a fraction of the cost.
Automated deadline management for Form D, ADV, state filings, and AML requirements. Your clients stay current without manual calendaring.
Professional investor-facing portal with document sharing, quarterly updates, and access controls. Better-documented operations from day one.
Structured data instead of spreadsheets. Investment records, valuations, and metrics that are always audit-ready and consistent.
Archie handles repetitive tasks — drafting LP letters, flagging anomalies, generating reports. Your clients run leaner without cutting corners.
Pricing your clients will appreciate
Archstone starts at $297/mo — less than Carta alone charges most emerging managers. Your clients get a complete operations platform without the sticker shock that makes them default to spreadsheets.
"Fund formation is a milestone. Fund operations is the marathon. The firms that bridge both become indispensable."
You refer fund formation clients to Archstone. When they sign up, you earn a recurring revenue share on their subscription — not a one-time fee. We provide co-branded onboarding materials, joint webinar opportunities, and a dedicated partner manager for your firm.
Archstone starts at $297/mo for the Starter plan and $497/mo for Pro. That replaces their data room, LP portal, portfolio tracker, deal pipeline, compliance tools, and AI operations layer. For most emerging managers, it's less than they'd spend on the individual tools they're currently cobbling together.
With your client's explicit permission, you can access a read-only view of their compliance dashboard. You'll see upcoming deadlines, overdue items, and completion status — so you can proactively advise rather than react to missed filings.
Many emerging managers use Carta for cap table only and pay significantly more than they need to. Archstone includes cap table tracking alongside everything else — data room, LP portal, compliance, deal pipeline — at a fraction of the cost. We make migration straightforward.
There's no minimum. Whether you refer one client or fifty, the partner terms are the same. That said, firms that actively recommend Archstone during the formation process see the highest adoption — because that's when GPs are making their tooling decisions.
Join the Archstone partner program. Earn referral revenue, strengthen client relationships, and give your fund formation clients the operational backbone they need.