Archstone vs Perfona
Archstone
archstone.app
Perfona
opeff.comSide by side
| Figure | Archstone | Perfona |
|---|---|---|
| Price from | $297/mo | — |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 3 | 4 |
| Spec score · Property Investment Management Software | 8.0 (#2) | 7.2 (#12) |
| Spec score · Fund Administration Software | 8.1 (#6) | 7.2 (#23) |
| Headquarters | Valley Village, California, United States | Jericho, New York, 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. | Perfona ingests trade files, custodian data, and fund administrator outputs through secure SFTP, API, and direct integrations without manual uploads. |
| 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. | OpEff states that it restricts data access on a need-to-know basis and uses industry-standard firewalls and password protection. |
| Support | Starter includes email support, while Pro includes priority support. | OpEff offers a 30-minute live platform walkthrough, tailored consultation, and says it will respond to demo requests within one business day. |
Plans
Perfona
- Full SystemPriced on request
- Fund AdministrationPrice not published
- Investor TechnologyPrice not published
- Portfolio TechnologyPrice not published
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.