Replaces Visible.vc ($150/mo) + Google Docs
You've been there: it's the second week after quarter-end and you're still chasing founders for metrics, copy-pasting revenue numbers into a Google Doc, and praying the DPI calculation in your spreadsheet is right. Your LPs deserve better. So does your Friday night.
Start your free trialThe quarterly report is the single most important touchpoint between a GP and their LPs. It's how you build trust, demonstrate competence, and set the stage for Fund II. Yet most emerging managers produce it with the same tools they used in college — Word, Excel, and a prayer.
You pull ARR numbers from founder emails. You calculate TVPI by hand in a spreadsheet you built at 2am. You format everything in Google Docs, export to PDF, realize the page breaks are wrong, re-export, then BCC your entire LP base from Gmail. If an LP asks "what was the revenue for Company X last quarter?" you dig through old emails to find the answer.
Archstone's quarterly report builder connects directly to your portfolio tracker. The data is already there. You choose a template, write your GP commentary, and hit send. Every LP gets a branded, professional report with accurate numbers — and you get your weekend back.
Start with battle-tested templates used by top-tier funds. Each includes sections for GP letter, portfolio overview, key metrics summary, individual company updates, and fund financials. Customize the layout to match your fund's voice and LPA requirements.
Revenue, ARR, burn rate, runway, headcount — all pulled directly from your portfolio tracker. No more chasing founders for numbers or transcribing from emails. The data flows in automatically, and you review it once before publishing.
Upload your fund logo, set your brand colors, and choose your typography. Every report goes out looking like it came from a fund with a full-time IR team — because the software is your IR team. Your LPs see a polished, professional document every quarter.
Send your quarterly report to every LP with a single click. Each LP receives a personalized email with their name and commitment details. No BCC chains, no mail merge headaches, no accidentally sending the wrong version to the wrong person.
Know exactly which LPs opened your report and when. See who spent time reading it versus who glanced and closed. Follow up personally with LPs who haven't engaged — the kind of proactive IR that turns Fund I LPs into Fund II anchor checks.
Generate print-ready PDFs that meet institutional LP requirements. Include required disclaimers, performance footnotes, and regulatory language. Archive every version automatically so you have a complete audit trail for your compliance files.
Your first quarterly report sets the tone for the entire fund. Use our institutional templates to deliver a polished update that signals professionalism from day one. Include your deployment pacing, initial portfolio highlights, and market thesis validation — all formatted like a fund ten times your size.
Running multiple vehicles? Generate separate quarterly reports for each fund with fund-specific data, performance metrics, and LP lists. Share relevant cross-fund portfolio updates without manually duplicating content across reports or risking data leakage between fund entities.
Your LPAC meetings require detailed materials beyond the standard quarterly letter. Pull together portfolio deep-dives, valuation methodology notes, conflict disclosures, and GP co-investment details into a single board package — without starting from scratch every time.
Most GPs go from blank page to sent report in under 30 minutes. If your portfolio data is already in Archstone, the metrics auto-populate — you just write your GP commentary, review the numbers, and hit send. Compare that to the 15-20 hours most emerging managers spend doing it manually.
Yes. Upload your logo, set brand colors, and adjust the section layout. You can add or remove sections like market commentary, portfolio company spotlights, and fund-level financials. Save your customized template for future quarters so the format stays consistent.
Reports are delivered via email with a link to the branded LP portal. LPs can view the report online or download a PDF. Each LP receives a personalized email, and you can track who opened and read the report in real-time from your dashboard.
Archstone auto-calculates and includes TVPI, DPI, RVPI, net IRR, and gross IRR at the fund level. For individual portfolio companies, it pulls the latest ARR, revenue, burn rate, runway, and headcount from your portfolio tracker. All calculations follow ILPA reporting standards.
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