Professional reports without the design degree
You're running a $10M fund with the reporting infrastructure of a college newsletter. Every quarter you open a blank Google Doc, paste in last quarter's format, swap numbers, fight with margins, and export a PDF that looks like it was made in 2014. Your LPs invested millions — they deserve reports that reflect that.
Start your free trialThe average emerging manager spends 8-12 hours per quarter just on report formatting. That's not writing thoughtful GP commentary or analyzing portfolio performance — that's adjusting table borders in Word, fixing page breaks in Google Docs, and Googling "how to make a pie chart in Canva."
Meanwhile, institutional funds have dedicated IR teams with InDesign licenses producing polished 20-page quarterly reports. Your LPs see both. They notice the difference. And when it comes time for Fund II diligence, report quality is a proxy for operational maturity.
Archstone's report templates close that gap instantly. Choose from layouts designed specifically for venture fund reporting, drop in your data, and export a PDF that looks like it came from a firm managing ten times your AUM. Save your custom template once — reuse it every quarter.
Start with institutional-quality templates built specifically for venture fund quarterly reporting. Each layout includes proper section ordering, professional typography, and balanced white space — the details that signal operational sophistication to your LP base.
Upload your fund logo, select brand colors, and choose from professional font pairings. Every report carries your fund's identity consistently — no more reports that look like they were assembled from three different tools because they were.
Mix and match from a library of pre-formatted sections: GP letter, portfolio summary table, fund-level metrics dashboard, market commentary, individual company spotlights, and financial statements. Each section is designed to work together or stand alone.
Rearrange your report layout by dragging sections into the order that tells your fund's story best. Lead with your GP letter, follow with performance metrics, then dive into portfolio updates — or flip the order for a data-first approach. Your report, your narrative.
Build your perfect report layout once and save it as a reusable template. Next quarter, your format is ready — just update the data and commentary. Create separate templates for different audiences: full quarterly for LPs, condensed summary for LPAC members, detailed version for institutional investors.
Export print-ready PDFs with zero Archstone branding. Your LPs see your fund name, your logo, your colors — nothing else. PDFs include proper pagination, table of contents, and performance disclaimers formatted to institutional standards.
Your first quarterly report is your first impression as a fund manager. Start with a proven template that includes every section institutional LPs expect — GP letter, fund overview, deployment pacing, portfolio highlights, and performance metrics. Look like you've been doing this for years, even if it's Q1 of Fund I.
Managing Fund I and Fund II simultaneously? Create fund-specific templates that share your brand identity but reflect each vehicle's unique portfolio and performance. Your LPs see a consistent, professional experience across all your communications — the hallmark of a well-run platform.
LP Advisory Committee meetings demand more than a standard quarterly letter. Build a dedicated LPAC template with deeper portfolio analysis, valuation methodology notes, conflict disclosures, and co-investment summaries. Reuse the template each meeting cycle with updated data.
Fully customizable. You can modify colors, fonts, logos, section order, and content within each section. Start from a pre-built layout and adjust it to match your fund's exact brand guidelines. Every element can be changed — nothing is locked or hard-coded.
Yes. Upload your logo, set primary and secondary brand colors, and choose your preferred typography. Your branding applies consistently across headers, footers, charts, and tables. The exported PDF carries your fund identity with zero Archstone branding visible to LPs.
The section library includes GP letter, fund overview, deployment pacing, portfolio summary table, individual company spotlights, fund-level performance metrics (TVPI, DPI, IRR), market commentary, financial statements, and appendix sections. New section types are added regularly based on GP feedback.
Reports export as white-label PDFs with professional formatting, proper pagination, and table of contents. You can also share reports via the LP portal as interactive web pages where LPs can view metrics online. Both formats include required performance disclaimers and compliance footnotes.
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