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First-Time Manager$18M Fund I · 2-person team

First-time manager launches fund ops in a weekend

How Beacon Capital Group (Tyler Yamamoto) uses Archstone to run $18m fund i fund operations.

48 hours

Time to operational

18

Compliance items auto-generated

8/8 in first weekend

Setup steps completed

The Challenge

Tyler came from operator roles and had never managed fund operations. He didn't know what compliance filings were required for his Delaware LP, what folder structure a data room should have, or how to structure LP reporting.

I went from 'I have no idea how fund administration works' to having a fully operational fund in 48 hours. The onboarding walkthrough set up my compliance calendar, data room templates, and LP portal. My lawyer was stunned at how organized we were for a first fund.

Tyler Yamamoto, Beacon Capital Group

The Solution

Archie's conversational onboarding asked the right questions and auto-configured everything — compliance items for Delaware funds, data room folder templates, and notification preferences. The guided setup checklist got Tyler from zero to operational in a weekend.

Modules Used

OnboardingComplianceData Room

The Bottom Line

Fund operations live in 48 hours from signup

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