Archstone
Archstone is a web-based fund management platform for private capital.
What Archstone is
Archstone is a web-based fund management platform for private capital. Its modules combine a data room, LP portal, portfolio tracker, deal pipeline, cap table manager, compliance workspace and Archie AI. The data room supports shareable links, viewer analytics, password protection, expiry dates, download restrictions and document version history. LP tools generate quarterly reports, prepare capital call notices with pro-rata calculations and track communications. Portfolio tracking gathers founder updates and records ARR, burn rate, runway, headcount and custom KPIs. Archie answers natural-language questions, drafts LP letters and investment memos, analyses pitch decks, monitors portfolio metrics and prepares capital calls for approval. Integrations include QuickBooks, Xero, Google Calendar, Calendly, Gmail, Stripe, Brex, Mercury, Google Drive, Plaid, Affinity, Attio, Standard Metrics and Airtable. Starter costs $297 a month; Pro costs $497 a month. Enterprise pricing is quote based.
Good
- Combines fund operations and related workflows
- Data room includes link controls and version history
- Tracks portfolio metrics and founder updates
- Archie assists with letters, memos and capital calls
- Users can export data to CSV or PDF
Watch out
- Starter limits teams to 25 LPs
- Starter includes only 1 GB storage
- Archstone has no SOC 2 report
- No free plan is listed
Who it suits
Archstone is intended for GPs, syndicators, search fund operators, independent sponsors, solo GPs, emerging managers and private equity firms. It fits teams managing LP operations, portfolio information and fundraising workflows.
Verdict
Archstone covers core private-capital operations in one web platform, with AI-assisted workflows and numerous integrations. Buyers should weigh the Starter limits and the company’s stated absence of a SOC 2 report.
Plans and prices
From Archstone's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $297 a month | Up to 25 LPs · up to 20 portfolio companies · 2 team seats · 2 funds · 50 shareable links/mo · 1 GB storage · 100 Archie credits/mo · email support · $297/month. Renews automatically until canceled; cancel anytime from billing settings. |
| Pro | $497 a month | Unlimited LPs and portfolio companies · 5 team seats · 3 funds · unlimited shareable links · 25 GB storage · 350 Archie credits/mo · priority support · $497/month. Renews automatically until canceled; cancel anytime from billing settings. |
| Enterprise | Priced on request | Scope, allowances, service levels, and pricing are set in the enterprise agreement. · Quote based on your enterprise agreement. |
The facts
Each one read from Archstone's own pages, with the date it was checked.
What it does
- AI workflows
- Archie can answer natural-language queries, draft LP letters and investment memos, analyze pitch decks, monitor portfolio metrics, and prepare capital calls for approval.checked 7 Oct 2026
- Core modules
- The platform includes data room, LP portal, portfolio tracker, deal pipeline, cap table manager, compliance workspace, and Archie AI.checked 7 Oct 2026
- Data room
- The data room supports shareable links with viewer analytics, password protection, expiry dates, download restrictions, and document version history.checked 7 Oct 2026
- Export and portability
- The company says users can export data to CSV or PDF at any time.checked 7 Oct 2026
- Integrations
- The homepage lists QuickBooks, Xero, Google Calendar, Calendly, Gmail, Stripe, Brex, Mercury, Google Drive, Plaid, Affinity, Attio, Standard Metrics, and Airtable among integrations.checked 7 Oct 2026
- Intended users
- Archstone says it is built for GPs, syndicators, search fund operators, independent sponsors, solo GPs, emerging managers, and private equity firms.checked 7 Oct 2026
- LP operations
- The LP portal supports quarterly report generation, capital call notices with pro-rata calculations, and LP communication tracking.checked 7 Oct 2026
- Portfolio tracking
- The portfolio tracker collects founder updates and tracks company metrics including ARR, burn rate, runway, headcount, and custom KPIs.checked 7 Oct 2026
- Product
- Archstone describes itself as a unified fund management platform for private capital that combines fund operations and related workflows.checked 7 Oct 2026
- Regulatory status
- The site states Archstone is not a registered investment adviser or broker-dealer.checked 7 Oct 2026
- Security
- Archstone states data is encrypted at rest and in transit, with row-level security policies; it says its controls are designed against SOC 2 Trust Services Criteria but that it does not hold a SOC 2 report and has not engaged an auditor.checked 7 Oct 2026
- Support
- Starter includes email support, while Pro includes priority support.checked 7 Oct 2026
The company
- Company identity
- The site footer identifies the company as Archstone Technologies, LLC.checked 7 Oct 2026
- Headquarters
- Valley Village, California, United Stateschecked 28 Sep 2026
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