Know your pipeline inside and out
How many deals did you review last quarter? What's your conversion rate from first meeting to term sheet? Which sourcing channels actually produce investments? If you can't answer these questions in under a minute, you're flying blind — and your LPs will eventually notice.
Start your free trialMost emerging managers have zero visibility into their own pipeline health. You know you're busy — the calendar is full of first meetings and partner intros — but you can't quantify whether that activity is translating into quality deals. You review 200 companies and close four, but you don't know if that 2% conversion rate is good, bad, or normal for your stage and sector focus.
Without analytics, you can't optimize. Are referral deals converting 3x better than cold inbound? You'd never know. Is your average DD taking eight weeks when it should take four? Invisible. Did you pass on 15 fintech deals this quarter without realizing your pipeline has completely shifted away from your stated thesis? Nobody flagged it.
Archstone tracks every deal movement automatically and turns that data into actionable insights. Conversion funnels show where deals drop off. Source attribution reveals which channels are worth your time. Time-in-stage metrics expose bottlenecks. Pass reason analysis uncovers patterns in why you say no. This is the data that transforms a reactive fund into a deliberate one.
See your pipeline as a funnel: 200 deals sourced, 80 pass screening, 25 enter DD, 10 reach IC, 4 get term sheets, 3 close. Know your conversion rate at every stage and track it over time to see if your process is getting more efficient.
Every deal is tagged with its source: referral, inbound, outbound, event, accelerator demo day, or co-investor introduction. See which channels produce the most deal flow, which convert best, and where to invest your limited sourcing time.
Track how long deals spend in each stage on average. If your median Screening time is 12 days but one deal has been sitting there for 45, something is wrong. Identify stale deals and bottleneck stages so you can keep your pipeline moving.
When you pass on a deal, tag the reason: market too small, team concerns, valuation too high, competitive landscape, or outside thesis. Over time, see patterns — if 40% of your passes are on valuation, maybe your sourcing targets the wrong stage.
Visualize your pipeline across two dimensions: sector (fintech, healthtech, SaaS, consumer) and investment stage (pre-seed, seed, Series A). Spot concentrations and gaps. If your thesis says "sector-agnostic" but 70% of your pipeline is fintech, the data tells the real story.
Auto-generated quarterly summaries of pipeline activity: deals reviewed, conversion rates, average check size, source mix, and top-scored opportunities. Use these directly in LP updates to demonstrate the rigor and volume of your deal flow process.
Include pipeline metrics in your quarterly LP letter: "We reviewed 187 deals this quarter, advanced 12 to DD, and closed 3 investments at an average check size of $750K." LPs love seeing a disciplined, data-driven process — it builds confidence in your fund management.
Source attribution shows that accelerator demo days produce high volume but low conversion, while warm intros from three specific angels convert at 5x the average. Reallocate your sourcing time from events to relationship-building with your best referral sources.
View pipeline metrics by team member: who sources the most deals, whose deals convert best from Screening to IC, and where each person's pipeline tends to stall. Use these insights for coaching conversations and workload balancing across your investment team.
Archstone tracks conversion rates between every pipeline stage, average time in each stage, deal volume by source and sector, pass rates and pass reasons, pipeline velocity, and quarterly trends. All metrics update in real-time as you move deals through your pipeline — no manual data entry required.
Absolutely. Many GPs include pipeline activity metrics in quarterly LP reports: deals reviewed, conversion rates, sector breakdowns, and sourcing channel performance. Archstone’s analytics export cleanly into your LP reporting workflow so you can demonstrate fund activity and deal flow health to your investors.
You’ll see basic conversion rates after your first 20-30 deals flow through the pipeline. For statistically meaningful source attribution and trend analysis, you typically need one to two quarters of consistent pipeline activity. The longer you use Archstone, the richer the insights become.
Yes. Archstone supports period-over-period comparisons: this quarter vs. last quarter, this year vs. last year, or any custom date range. See whether your sourcing is improving, your conversion rates are tightening, or your time-to-close is getting faster as your process matures.
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