Professional structure in one click
Every new fund starts with the same question: how should I organize my data room? Archstone's folder templates give you the answer in one click. Pre-built structures for fund formation docs, deal rooms, LP materials, and audit prep — all based on how experienced GPs actually organize their operations.
Start your free trialYou just closed on your fund formation documents. Your counsel sends you a final LPA, PPM, subscription agreement, and side letter templates. You have a quarterly report deck from last quarter and a handful of capital call notices. Now you need to organize all of it in a data room that LPs, auditors, and co-investors will access for the next ten years. Where do you start?
Most emerging managers spend hours creating folder structures from scratch, googling "VC data room best practices," or copying a structure they vaguely remember from a fund they LP'd into years ago. The result is inconsistent, incomplete, and often reorganized multiple times as the fund matures. It's a productivity drain that compounds every time you launch a new fund or set up a deal room for diligence.
Archstone's folder templates solve this permanently. One click creates a complete, professionally structured folder hierarchy built from patterns we've seen across hundreds of funds. Every template is fully customizable — add folders, rename sections, adjust the hierarchy to match your fund's specific needs. But you never start from zero again.
Pre-built folders for LPA, PPM, subscription documents, side letters, advisory agreements, and formation entity documents. Organized the way institutional LPs expect to see them during diligence, with clear naming conventions and logical grouping.
Folder structure for sharing deal materials with co-investors during syndication. Sections for company overview, financials, cap table, diligence findings, term sheet, and legal docs. Spin one up in seconds when you need to share a deal with your syndicate network.
Organized folders for quarterly reports, capital call notices, distribution notices, K-1s, annual meeting materials, and fund performance updates. Your LPs get a consistent, professional experience every time they access their portal.
Build your own templates from any folder structure in your data room. If you've perfected your Fund I organization, save it as a template and apply it to Fund II with one click. Your institutional knowledge gets preserved and replicated automatically.
Running multiple funds or SPVs? Templates are shared across your entire Archstone account. Create a template once and apply it to every new vehicle. Consistent structure across Fund I, Fund II, and every co-invest SPV you launch.
Select a template, click apply, and your entire folder hierarchy is created instantly. No dragging, no renaming, no manual folder creation. Go from an empty data room to a fully structured, professional-grade document repository in under five seconds.
Apply the fund formation template the day your counsel delivers final documents. Upload your LPA, PPM, and sub docs into the pre-built structure. Your data room is organized and ready for LP diligence before you send your first outreach email.
When you're leading a round and need to share diligence with syndicate partners, apply the deal room template and start uploading. A consistent structure means co-investors find what they need immediately instead of asking you where the financials are buried.
Create an audit prep template with folders matching your auditor's request list. Every year, apply the template, populate the folders, and share a single link with your audit team. No more back-and-forth emails asking for missing documents.
Absolutely. Every template is a starting point. After applying a template, you can add, rename, reorder, or delete any folder. The template gives you the foundation — you customize it to match your fund's specific structure and your counsel's naming preferences.
Yes. Templates are additive — applying a new template creates its folders alongside your existing structure without overwriting anything. You might apply the fund docs template at formation and the LP materials template when you start sending quarterly reports.
Templates are shared across your entire Archstone account. Any team member with admin or editor permissions can apply existing templates or create new ones. This ensures consistency even as your team grows and multiple people manage different data rooms.
Archstone ships with five pre-built templates: Fund Formation, Deal Room, LP Materials, Portfolio Monitoring, and Audit Prep. Each is based on patterns from experienced GPs managing funds between $3M and $100M. You can create unlimited custom templates on any plan.
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