Problems found before they're problems
Most GPs discover portfolio problems reactively — a founder mentions a cash crunch on a board call, or a quarterly report reveals revenue dropped 40% two months ago. Archie continuously monitors every metric and surfaces anomalies the moment they appear.
Start your free trialA portfolio company's burn rate spikes 60% in a single month. Their runway drops from 14 months to 8. Revenue growth stalls while headcount keeps climbing. These are the early warning signs that separate a recoverable situation from a write-off — but most GPs don't see them until the next quarterly report lands, weeks or months after the problem started.
Archie changes the timeline. It continuously monitors every portfolio company's metrics — burn rate, revenue, runway, headcount growth, customer acquisition — and compares them against historical trends and peer benchmarks. When something deviates beyond normal variance, Archie flags it immediately with context: what changed, how it compares to the trend, and what it might mean.
This isn't a noisy alert system that cries wolf. Archie understands that a startup's burn rate might spike during a hiring push — expected and healthy. But if burn rate spikes while revenue flatlines and runway drops below a threshold, that's a pattern worth flagging. Archie looks at the full picture and only surfaces anomalies that warrant your attention, with customizable sensitivity so you control the signal-to-noise ratio.
Archie tracks month-over-month burn rate changes and flags unexpected spikes. It distinguishes between planned increases (post-fundraise hiring) and concerning patterns (rising burn with flat revenue). Each alert includes the magnitude, trend context, and runway impact.
When a portfolio company's revenue growth decelerates or reverses, Archie alerts you with the specific numbers: current MRR vs. prior period, growth rate change, and how it compares to the company's own trajectory. Early visibility means early intervention.
Set custom runway thresholds — 12 months, 9 months, 6 months — and Archie alerts you when any portfolio company crosses a threshold. Each alert includes current burn rate, last funding date, and whether the company is actively fundraising.
Founders who stop reporting are often the ones with bad news. Archie tracks metric submission patterns and flags companies that are late, have submitted incomplete data, or show sudden changes in reporting frequency. Silence is a signal.
Archie compares each portfolio company's metrics against stage-matched and sector-matched peers within your portfolio. A seed-stage SaaS company burning $200K/month might be normal — or it might be 3x the peer median. Archie provides the context.
Control the signal-to-noise ratio. Set per-metric sensitivity levels, company-specific overrides, and alert frequency preferences. Tell Archie “Only flag burn rate changes over 30%” or “Alert me immediately if any company drops below 6 months runway.”
Archie flags the spike the moment metrics are submitted. You reach out to the founder proactively, two months before the next board meeting. Early conversation means more options: extend runway, bridge financing, or a pivot — while there's still time.
Anomaly detection works both ways. When a portfolio company dramatically outperforms, Archie flags it so you can consider doubling down, exercising pro rata in the next round, or showcasing the company in LP communications.
Before a board meeting, ask Archie for a summary of all flagged anomalies. Walk in with a clear picture of which companies need attention, which are outperforming, and what trends to discuss — without manually reviewing every metric.
Archie looks at the full picture, not individual metrics in isolation. A burn rate spike during a known hiring push isn't alarming — but a burn rate spike combined with revenue decline and founder reporting delays is a pattern worth flagging. You also control sensitivity thresholds per metric and per company.
Completely. Set thresholds for each metric type (e.g., “flag burn rate changes over 30%”), create company-specific overrides, and choose alert frequency. Tell Archie in natural language: “Don't flag Acme's burn rate — they're in a planned hiring phase” and it remembers.
Archie monitors all portfolio metrics submitted through Archstone: ARR, MRR, burn rate, runway, headcount, revenue, customer count, and any custom metrics you track. It also monitors submission patterns — when companies report, how completely, and whether the cadence changes.
Alerts appear in your Archstone dashboard and can also be delivered via email digest (daily or weekly, your choice). Critical alerts — like a company dropping below 3 months runway — are sent immediately. Ask Archie “Show me recent alerts” at any time for a current summary.
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