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Small Team$25M Fund II · 3-person team

3-person team replaces $1,200/month in SaaS tools

How Meridian Capital (Rachel Torres & Partners) uses Archstone to run $25m fund ii fund operations.

$14,400

Annual tool savings

24

Compliance items auto-tracked

Custom 7-stage

Deal pipeline stages

The Challenge

Meridian was paying for Affinity ($15K/year), DocSend ($1,200/year), Visible.vc ($6K/year), a compliance tracker, and spreadsheets. Compliance items were tracked in Google Sheets with no automated reminders — a near-miss on a Delaware filing was the final straw.

We almost missed a state filing deadline because we were tracking compliance in a shared spreadsheet. Archstone's compliance calendar caught it with two weeks to spare. The deal pipeline alone replaced our $15K/year Affinity subscription.

Rachel Torres & Partners, Meridian Capital

The Solution

Archstone consolidated everything into one platform. The compliance calendar auto-generates items based on fund domicile, the deal pipeline replaced Affinity with IC vote tracking, and the data room eliminated DocSend.

Modules Used

Deal PipelineComplianceFund Ops

The Bottom Line

Replaced 5 tools, saving $1,200/month

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