Archstone vs Carta Fund Management
Archstone
archstone.app
Carta Fund Management
carta.comSide by side
| Figure | Archstone | Carta Fund Management |
|---|---|---|
| Price from | $297/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 3 | 2 |
| Spec score · Fund Administration Software | 8.1 (#6) | 7.5 (#16) |
| Headquarters | Valley Village, California, United States | San Francisco, California, United States |
| Integrations | The homepage lists QuickBooks, Xero, Google Calendar, Calendly, Gmail, Stripe, Brex, Mercury, Google Drive, Plaid, Affinity, Attio, Standard Metrics, and Airtable among integrations. | Fund Management lists Ramp for expense management and supports banking connections through direct and indirect APIs. |
| Intended users | Archstone says it is built for GPs, syndicators, search fund operators, independent sponsors, solo GPs, emerging managers, and private equity firms. | The suite is presented for venture capital, private equity, and private credit funds. |
| 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. | Carta’s Trust Center lists annual third-party audits, annual penetration testing, and a disaster recovery plan. |
| Support | Starter includes email support, while Pro includes priority support. | Fund Management customers can work with a dedicated team of experienced fund accountants for advice and support. |
Plans
Carta Fund Management
- Advanced ERPPriced on request
- Standard ERPPriced on request
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.
Carta Fund Management
Carta Fund Management has no write-up on Specifiction yet; its figures are above.