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Archstone
What Archstone is
Archstone is a web-based fund management platform for private capital, combining fund operations with tools for investor and portfolio workflows. Its modules include a data room, LP portal, portfolio tracker, deal pipeline, cap table manager, compliance workspace and Archie AI. Data-room links can include viewer analytics, password protection, expiry dates, download restrictions and document version history. LP tools generate quarterly reports and capital call notices with pro-rata calculations, and track LP communications. The portfolio tracker gathers founder updates and records ARR, burn rate, runway, headcount and custom KPIs. Archie can answer natural-language questions, draft LP letters and investment memos, analyze pitch decks, monitor portfolio metrics and prepare capital calls for approval. Integrations include accounting, calendar, email, payment, banking and other listed services. Archstone says it encrypts data at rest and in transit and uses row-level security policies. Its controls are designed against SOC 2 Trust Services Criteria, but it says it has no SOC 2 report and has not engaged an auditor. Starter costs $297/month and Pro costs $497/month; an Enterprise quote is available.
Who it suits
The platform is intended for GPs, syndicators, search fund operators, independent sponsors, solo GPs, emerging managers and private equity firms. Starter may suit smaller funds within its stated LP, company, seat and storage limits.
What it does well
- LP portal supports quarterly reports and capital calls.
- Tracks portfolio metrics including ARR and runway.
- Data room links support expiry and download restrictions.
- CSV or PDF data export is available.
- 14-day trial offered.
What to know first
- Starter limits use to 25 LPs and two team seats.
- Starter includes 1 GB storage.
- SOC 2 report is not held.
- No free plan.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Starter | $297/month. Renews automatically until canceled; cancel anytime from billing settings. · 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 a month |
| Pro | $497/month. Renews automatically until canceled; cancel anytime from billing settings. · Unlimited LPs and portfolio companies · 5 team seats · 3 funds · unlimited shareable links · 25 GB storage · 350 Archie credits/mo · priority support | $497 a month |
| Enterprise | Quote based on your enterprise agreement. · Scope, allowances, service levels, and pricing are set in the enterprise agreement. | On request |
As archstone.app lists them, read 7 Oct 2026. The maker's own page has the final word.
Verdict
Archstone combines investor operations, portfolio tracking and fund workflows, with a 14-day trial and two paid tiers starting at $297/month. Note its stated Starter limits and that the company says it does not hold a SOC 2 report.
Facts from Archstone's own pages
- 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. · archstone.app, 7 Oct 2026
- Company identity
- The site footer identifies the company as Archstone Technologies, LLC. · archstone.app, 7 Oct 2026
- Core modules
- The platform includes data room, LP portal, portfolio tracker, deal pipeline, cap table manager, compliance workspace, and Archie AI. · archstone.app, 7 Oct 2026
- Data room
- The data room supports shareable links with viewer analytics, password protection, expiry dates, download restrictions, and document version history. · archstone.app, 7 Oct 2026
- Export and portability
- The company says users can export data to CSV or PDF at any time. · archstone.app, 7 Oct 2026
- Headquarters
- Valley Village, California, United States · archstone.app, 28 Sept 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. · archstone.app, 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. · archstone.app, 7 Oct 2026
- LP operations
- The LP portal supports quarterly report generation, capital call notices with pro-rata calculations, and LP communication tracking. · archstone.app, 7 Oct 2026
- Portfolio tracking
- The portfolio tracker collects founder updates and tracks company metrics including ARR, burn rate, runway, headcount, and custom KPIs. · archstone.app, 7 Oct 2026
- Product
- Archstone describes itself as a unified fund management platform for private capital that combines fund operations and related workflows. · archstone.app, 7 Oct 2026
- Regulatory status
- The site states Archstone is not a registered investment adviser or broker-dealer. · archstone.app, 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. · archstone.app, 7 Oct 2026
- Support
- Starter includes email support, while Pro includes priority support. · archstone.app, 7 Oct 2026
Where Archstone stands on Freedom251
- Fund Administration Software#7 of 30