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Archstone

archstone.app

From $297/mo Free trial Web
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Spec score 8.0 #2 of 30 in Property Investment Management Software

What it is

Archstone is a web-based fund management platform for private capital, combining operational tools and related 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 use passwords, expiry dates, download restrictions, viewer analytics, and document version history. The LP portal supports quarterly reports, capital call notices with pro-rata calculations, and communication tracking. Portfolio tracking gathers founder updates and records ARR, burn rate, runway, headcount, and custom KPIs. 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 lists integrations such as QuickBooks, Xero, Google Calendar, Gmail, Stripe, Google Drive, Plaid, Affinity, Attio, and Airtable. It says data is encrypted at rest and in transit and protected by row-level security policies, but it does not hold a SOC 2 report and has not engaged an auditor. Starter begins at $297 a month; a 14-day trial is available.

Spec sheet

Product
Archstone describes itself as a unified fund management platform for private capital that combines fund operations and related workflows.Read 7 Oct 2026 · archstone.app
Intended users
Archstone says it is built for GPs, syndicators, search fund operators, independent sponsors, solo GPs, emerging managers, and private equity firms.Read 7 Oct 2026 · archstone.app
Integrations
The homepage lists QuickBooks, Xero, Google Calendar, Calendly, Gmail, Stripe, Brex, Mercury, Google Drive, Plaid, Affinity, Attio, Standard Metrics, and Airtable among integrations.Read 7 Oct 2026 · archstone.app
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.Read 7 Oct 2026 · archstone.app
Support
Starter includes email support, while Pro includes priority support.Read 7 Oct 2026 · archstone.app
Headquarters
Valley Village, California, United StatesRead 28 Sep 2026 · archstone.app
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.Read 7 Oct 2026 · archstone.app
Company identity
The site footer identifies the company as Archstone Technologies, LLC.Read 7 Oct 2026 · archstone.app
Core modules
The platform includes data room, LP portal, portfolio tracker, deal pipeline, cap table manager, compliance workspace, and Archie AI.Read 7 Oct 2026 · archstone.app
Data room
The data room supports shareable links with viewer analytics, password protection, expiry dates, download restrictions, and document version history.Read 7 Oct 2026 · archstone.app
Export and portability
The company says users can export data to CSV or PDF at any time.Read 7 Oct 2026 · archstone.app
LP operations
The LP portal supports quarterly report generation, capital call notices with pro-rata calculations, and LP communication tracking.Read 7 Oct 2026 · archstone.app
Portfolio tracking
The portfolio tracker collects founder updates and tracks company metrics including ARR, burn rate, runway, headcount, and custom KPIs.Read 7 Oct 2026 · archstone.app
Regulatory status
The site states Archstone is not a registered investment adviser or broker-dealer.Read 7 Oct 2026 · archstone.app

Plans and prices

Starter $297 a month $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 Read 7 Oct 2026 · archstone.app
Pro $497 a month $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 Read 7 Oct 2026 · archstone.app
Enterprise Priced on request Quote based on your enterprise agreement. Scope, allowances, service levels, and pricing are set in the enterprise agreement. Read 7 Oct 2026 · archstone.app

Every Archstone plan and price →

Strong points and limits

Strong points

  • Combines fund operations with related workflows.
  • Data rooms include access controls and version history.
  • LP tools support reports and capital calls.
  • Portfolio tracking captures company metrics.
  • Data can be exported to CSV or PDF.

Limits

  • No free plan is offered.
  • Starter is $297 a month.
  • Archstone does not hold a SOC 2 report.
  • Starter is limited to 25 LPs.

Who it suits

Archstone is intended for GPs, syndicators, search fund operators, independent sponsors, solo GPs, emerging managers, and private equity firms. Its Starter plan has limits including 25 LPs and two funds.

Verdict

Archstone brings investor, portfolio, and deal workflows together, with Archie AI supporting several drafting and analysis tasks. Review plan limits and the stated SOC 2 status before deciding whether it fits your needs.

Where Specifiction places it

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