Professional LP comms in minutes, not hours
Every LP email you send starts from scratch. You open Gmail, stare at a blank compose window, and try to remember how you worded the capital call notice last time. You dig through your sent folder, find last quarter's version, copy it, change the numbers, second-guess the tone, and hit send 45 minutes later. For one email. To one LP.
Start your free trialYour LPs receive dozens of fund communications per year — quarterly reports, capital call notices, distribution notices, K-1 availability alerts, annual meeting invitations, and ad-hoc portfolio updates. When each one is drafted from scratch with different formatting, tone, and structure, your fund looks disorganized. LPs notice inconsistency even when they don't mention it.
The best fund managers treat every LP touchpoint as a brand moment. Their emails have a consistent voice, professional formatting, and the right level of detail for the communication type. They don't spend time wordsmithing routine notices because they have systems in place. Emerging managers trying to match that standard by drafting everything from scratch are fighting an unwinnable battle.
Archstone's email template library gives you professionally written templates for every type of LP communication. Each template includes personalization tokens that automatically insert LP-specific details — name, commitment amount, fund name — so your emails feel personal at scale. Build custom templates for your fund's unique voice and reuse them with version history tracking.
Start with professionally written templates for fund updates, capital call notices, distribution notices, K-1 availability alerts, annual meeting invitations, and ad-hoc portfolio updates. Each template is crafted with the tone and structure institutional LPs expect — professional, concise, and information-dense.
Insert dynamic tokens like LP name, commitment amount, fund name, capital called to date, and remaining unfunded commitment. Each LP receives an email that reads like it was written specifically for them. No more "Dear Investor" — every email addresses the LP by name with their specific numbers.
Build your own templates from scratch or modify existing ones to match your fund's voice. Set the subject line, body copy, and personalization tokens. Save templates with descriptive names so your team knows exactly which template to use for each communication type. Your IR playbook, codified.
Every edit to a template is tracked with timestamps and the editor's name. Roll back to a previous version if a recent edit didn't work out. Compare versions side-by-side to see what changed. When your fund counsel reviews and approves a template, you have a record of the approved version for compliance purposes.
Dedicated templates for quarterly fund updates, portfolio company news, and market commentary. Each template includes structured sections for performance highlights, deployment updates, and forward-looking commentary. Your quarterly email update goes from blank page to polished draft in minutes, not hours.
Purpose-built templates for capital calls, distributions, K-1 availability, and other transactional communications. Each template includes the regulatory language and structural elements these notices require — wire instructions for capital calls, tax document links for K-1s, and distribution breakdowns with return of capital versus gains.
Open your quarterly update template, fill in the performance highlights and portfolio news, and the personalization tokens handle the rest. Every LP gets an email with their name, their commitment amount, and the fund metrics that matter to them. Same professional format every quarter — your LPs know exactly what to expect.
When you need to call capital quickly for a time-sensitive investment, you can't afford to spend an hour drafting and personalizing notices. Pull up your capital call template, plug in the amount and purpose, and send personalized notices to all LPs immediately. The template includes wire instructions and payment deadlines — everything your LPs need to act fast.
Tax season means every LP wants to know when their K-1 is ready. Use the K-1 notification template to alert LPs the moment their tax documents are available, with a direct link to download from the portal. Follow up automatically with LPs who haven't accessed their documents after a configurable window.
Yes. Every template is fully editable — subject line, body copy, formatting, and personalization tokens. Start from a pre-built template and adjust the language to match your fund's voice, or build a completely custom template from scratch. There are no locked elements or mandatory sections.
Available tokens include LP name, LP organization, commitment amount, capital called to date, remaining unfunded commitment, fund name, fund vintage year, and custom fields you define. Tokens are inserted with a simple syntax and automatically replaced with LP-specific data when the email is sent.
Transactional templates — capital calls, distributions, and tax notifications — include standard regulatory language and required disclosures. You should have your fund counsel review the templates before first use to ensure they meet your specific LPA requirements. Once approved, the language is locked into the template for consistent use.
Every save creates a new version with a timestamp and editor name. You can view the full history of changes, compare any two versions side-by-side, and restore a previous version with one click. This is especially useful for compliance — you can prove exactly which template version was used for any historical communication.
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