Allocate vs Archstone
Allocate
allocate.co
Archstone
archstone.appSide by side
| Figure | Allocate | Archstone |
|---|---|---|
| Price from | — | $297/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 1 | 3 |
| Spec score · Fund Administration Software | 7.6 (#12) | 8.1 (#6) |
| Integrations | Allocate says it integrates with major third-party wealth reporting systems but does not name them on the page opened. | The homepage lists QuickBooks, Xero, Google Calendar, Calendly, Gmail, Stripe, Brex, Mercury, Google Drive, Plaid, Affinity, Attio, Standard Metrics, and Airtable among integrations. |
| Support | The contact page says a team member responds to inquiries and offers a 30-minute introductory call followed by a platform walkthrough tailored to the firm. | Starter includes email support, while Pro includes priority support. |
Plans
In their own words
Archstone
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.