Replaces Streak ($49/mo) + HubSpot ($60/mo)

A Fundraising CRM That Knows What an LP Is

Generic CRMs don't understand LP prospecting, commitment tracking, or capital call workflows. Archstone's fundraising module was built from day one for the way emerging managers actually raise — with drip sequences, conversion funnels, and a one-click path from prospect to committed LP.

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Close your fund faster

7-Stage LP Pipeline

Track every prospect from cold outreach to signed subscription agreement. Customizable stages let you map your exact fundraising process — whether you're doing warm intros or cold LP outreach.

Email Sequence Automation

Set up drip campaigns that nurture prospects automatically. Schedule follow-ups, share data room links, and send fund updates on a cadence — so you stay top of mind without living in your inbox.

Conversion Funnel Analytics

See where prospects drop off in your pipeline. Track conversion rates between stages, identify your best referral sources, and know exactly which outreach strategies are working.

Convert-to-LP Workflow

When a prospect commits, one click converts them to a full LP record with commitment amount, contact details, and accreditation status. Their data flows into the LP portal, capital calls, and quarterly reports automatically.

How GPs use the Fundraising CRM

Fund I Launch

Build your first LP base from scratch

Import your network contacts, tag them by LP type (family office, HNW, institutional), and run targeted drip sequences. Track who opened your deck, who visited your data room, and who's ready for a call.

Follow-On Raise

Re-engage existing LPs for Fund II

Your existing LP relationships carry over. See who re-upped, who needs a nudge, and who brought referrals. Automated sequences make it easy to share Fund II materials and track re-commitment progress.

LP Referrals

Turn happy LPs into your best source channel

Track which LPs refer new prospects and attribute commitments back to their source. Your best fundraising channel is often your existing LP base — Archstone makes that visible and measurable.

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