Your rules, Archie's vigilance
Generic alerts create noise. Missing alerts create blind spots. Archstone lets you define precisely which metrics Archie monitors, what thresholds trigger alerts, and how you want to be notified — so every alert you receive is one that actually matters.
Start your free trialMost portfolio monitoring tools offer two modes: get alerted about everything, or build alerts yourself from scratch. The first mode buries you in notifications about minor metric fluctuations that don't require action. The second mode means you only catch what you thought to look for — and the problems that matter most are usually the ones you didn't anticipate.
Archstone's alert configuration gives you a middle path. Archie comes with intelligent defaults that catch the anomalies most GPs care about — runway drops below 9 months, burn rate spikes over 30%, revenue declines for two consecutive periods. You start with a sensible baseline and then customize from there. Add alerts for metrics specific to your portfolio strategy. Remove alerts for situations you're already tracking manually. Adjust thresholds per company based on their stage and context.
The result is an alert system that matches your investment thesis and operating style. A seed-focused fund gets alerts calibrated for early-stage burn rates. A growth-stage fund gets alerts tuned for revenue trajectory and unit economics. Every GP runs a different portfolio, and alert configuration ensures Archie watches what matters to you — and stays quiet about the rest.
Set hard thresholds for any metric: alert when runway drops below 9 months, when burn rate exceeds $150K/month, or when headcount changes by more than 20%. Thresholds can be set globally or per company, with override capability for companies in known transition periods.
Catch gradual deterioration that doesn't hit a single threshold. Alert when burn rate increases for three consecutive months, when revenue growth decelerates over a quarter, or when net retention drops below 100%. Trend alerts surface slow-moving problems before they become crises.
Track any metric you collect from portfolio companies — not just the standard ones. Set alerts on CAC payback period, logo churn, NDR, gross margin, or any custom KPI. If you track it in Archstone, Archie can watch it and alert you when it moves outside your defined range.
Choose how each alert type reaches you. Critical alerts (runway below 6 months) can trigger immediate email and SMS. Important alerts (burn rate spikes) go to your dashboard and daily digest. Informational alerts (metric submissions) appear only in the dashboard. Route alerts to the channel that matches their urgency.
Set time windows when non-critical alerts are held. Configure quiet hours for evenings and weekends so your phone doesn't buzz at midnight about a minor metric change. Critical alerts always break through. Held alerts are delivered in your next daily digest.
Instead of individual notifications for every alert, group them into daily or weekly digests. Archie compiles all triggered alerts into a single summary organized by severity and company. Review your entire portfolio's health in one email instead of processing alerts one by one.
Configure tight thresholds on burn rate and runway. Alert when any company drops below 12 months runway. Watch for burn rate increases without corresponding revenue growth. Ignore revenue volatility at this stage — it's expected. Focus Archie on the metrics that predict whether a company survives to Series A.
Set alerts on revenue growth deceleration, NDR drops, and CAC payback deterioration. At this stage, burn rate matters less than capital efficiency and revenue trajectory. Configure Archie to flag when growth slows below the rate needed for the next round's valuation.
Set alerts for companies that are late on metric submissions, concentration limits approaching thresholds, or aggregate portfolio exposure to a single sector exceeding your LPA limits. Fund-level alerts keep you compliant without manually monitoring every covenant.
Archie starts with a sensible set of defaults: runway below 9 months, burn rate increases over 30% month-over-month, revenue decline for two consecutive periods, and metric submission delays over 14 days. You can adjust, disable, or add to these defaults at any time.
Three strategies work well: increase thresholds for lower-severity metrics so only significant changes trigger alerts, use trend-based alerts instead of point-in-time thresholds for volatile metrics, and switch informational alerts to weekly digests instead of real-time notifications. Archie also learns from your dismissal patterns and suggests threshold adjustments.
Yes. Every alert rule can be configured globally (applies to all companies) or per company. A pre-revenue seed company might have a 6-month runway threshold while a Series B company gets flagged at 12 months. Company-specific overrides take precedence over global rules.
When you dismiss an alert, Archie tracks the pattern. If you consistently dismiss burn rate alerts for a company in a known hiring phase, Archie suggests suppressing that alert type for that company temporarily. You can also tell Archie in natural language: “Ignore Acme's burn rate for the next 3 months — they're in a planned hiring push.”
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