AI does the work, you keep the control
Archie automates capital call calculations, notice drafting, and LP communications — but nothing goes out until you say so. Approval checkpoints give you mandatory review gates at every critical step, so you get the efficiency of AI with the control your LPs expect.
Start your free trialCapital calls move real money. A miscalculated pro rata amount, a notice sent to the wrong LP class, or a call issued before the GP's authorization can create legal liability and permanently damage LP trust. The promise of AI automation is compelling — but not if it means giving up control over operations that require precision and fiduciary responsibility.
Archstone's approval checkpoints solve this tension. Archie handles the computational heavy lifting: calculating pro rata amounts based on commitment schedules, drafting notices with the correct legal language, and preparing distributions across LP classes. But at every critical juncture — before calculations are finalized, before notices are sent, before any money moves — the workflow pauses and presents you with a clear preview for approval.
You review exactly what Archie has prepared, make modifications if needed, and explicitly approve each step. For large calls or sensitive operations, you can require multiple signers. Every approval and rejection is logged with timestamps, creating the audit trail your compliance team and fund administrator need. AI speed. Human judgment. Complete accountability.
Every capital call workflow pauses before execution and presents a complete preview: amounts per LP, notice text, distribution schedule, and compliance checks. Nothing executes until you explicitly approve. Review as long as you need.
Define how many approvals each workflow step requires. Simple management fee calls might need one approval. Large capital calls for new investments might require two. Fund-level distributions might need the full GP committee. You set the rules, Archie enforces them.
Require multiple authorized signers for capital calls above a configurable threshold. Archie routes the approval to all required signers in parallel and only proceeds once every signer has approved. Each signer sees the full preview with their own approval interface.
Every checkpoint action is permanently logged: who approved, who rejected, when, any modifications made, and the exact state of the workflow at the time of the decision. This audit trail satisfies fund administrator requirements and LP due diligence requests.
You're not limited to approve or reject. At any checkpoint, you can modify Archie's work — adjust an amount, edit notice language, exclude an LP, or change the distribution date. Archie recalculates downstream effects of your changes before you confirm.
Set dollar thresholds that trigger automatic escalation. Capital calls under $500K might need one GP signature. Calls over $500K automatically escalate to require the managing partner. Calls over $2M require the full GP committee. Thresholds are fully customizable.
Tell Archie to prepare a capital call for a new investment. It calculates pro rata amounts, drafts notices, and presents the complete package for your review. You verify the numbers, approve with one click, and Archie sends the notices. Ten minutes instead of two hours.
A $3M capital call triggers the multi-signer requirement. Archie routes the approval to both the fund manager and the managing partner simultaneously. Each reviews independently, and the call only proceeds once both have approved. Full accountability, zero bottlenecks.
For recurring management fee capital calls below a set threshold, configure Archie to auto-approve after a 24-hour preview window. You still get the notification and can intervene if something looks wrong, but routine operations don't bottleneck on manual approval.
Only if you explicitly configure auto-approval rules for specific scenarios (like recurring management fees below a threshold). By default, every capital call workflow requires at least one manual approval before any notices are sent or money moves. You are always in control.
Fully customizable. Set dollar amount thresholds, number of required signers per threshold, which team members can approve at each level, and which workflow types require different approval flows. Rules can be changed at any time and apply to all future workflows.
Yes. Any authorized signer can cancel a workflow at any checkpoint, even after partial approval. If a capital call has one of two required signatures and circumstances change, either signer can cancel. The cancellation and reason are logged in the audit trail.
Yes. The audit log captures every action with timestamps, actor identity, the exact state of the workflow at each checkpoint, any modifications made, and approval or rejection decisions. Logs are immutable and exportable for fund administrator review, LP due diligence, and regulatory compliance.
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