Your portfolio story, beautifully told
Your LPs flip straight to the portfolio summary. It's the first section they read and the one they forward to their investment committees. But building a compelling portfolio overview — one that balances depth with clarity across eight or twelve companies — takes hours every quarter. Archstone generates it from your live data in minutes.
Start your free trialEvery quarter, you open your report template and stare at the portfolio summary section. You need to update valuations for each company, pull the latest ARR and burn rate from founder updates, recalculate MOIC and IRR at the position level, and write a narrative that ties it all together. For a ten-company portfolio, that's a full day of copy-pasting between spreadsheets and your report doc.
The stakes are high. LPs use the portfolio summary to assess your fund's trajectory, evaluate your investment judgment, and decide whether your next fund deserves a re-up. A portfolio overview with stale metrics, inconsistent formatting, or missing mark-to-market valuations signals that you don't have your house in order — even if the underlying performance is strong.
Archstone's portfolio summary template pulls directly from your portfolio tracker. Company cards auto-populate with the latest metrics your founders submitted. Valuations reflect your most recent marks. Follow-on activity and new investments are highlighted automatically. You add your GP commentary, review the output, and export — the data assembly is done for you.
Each portfolio company gets a structured card showing investment date, check size, current valuation, ownership percentage, and key operating metrics. Data pulls directly from your portfolio tracker — no manual entry, no stale numbers from last quarter's report accidentally left in.
Choose which metrics to feature for each company — ARR, MRR growth, burn rate, runway, headcount, revenue multiples, or custom KPIs. Different portfolio companies have different stories to tell. A pre-revenue biotech needs different highlights than a $5M ARR SaaS company.
Auto-generated charts showing portfolio-level performance over time — aggregate TVPI, DPI, and IRR trends, capital deployment pacing, and sector allocation breakdowns. LPs process visual data faster than tables. Give them both in one polished section.
Current fair market value estimates appear alongside cost basis for every position. Unrealized gain/loss is calculated automatically based on your most recent valuation marks. LPs see exactly how each investment is performing relative to entry — the number they care about most in any capital account statement.
Automatically highlights which companies received follow-on investment during the reporting period, how much additional capital was deployed, and from which reserves. LPs want to see your pro rata strategy in action — this section makes it effortless to communicate your follow-on discipline.
Companies added to the portfolio since the last report get dedicated spotlight cards with investment thesis, entry valuation, sector context, and founding team background. First impressions matter — give your LPs a compelling introduction to each new position the quarter it closes.
Your standard quarterly report needs an updated portfolio overview every three months. Instead of rebuilding it from scratch, Archstone pulls current metrics, applies your chosen layout, and generates a ready-to-review section. Add your GP narrative on top and the hardest part of your quarterly report is done in twenty minutes.
Annual reports demand more depth than quarterly updates. Use the expanded template format to include year-over-year metric comparisons, valuation methodology notes, and detailed company narratives. Your LPs — and their investment committees — get the thorough annual portfolio review they expect from an institutional manager.
Raising your next fund? Export a polished portfolio summary designed for prospective LPs. Highlight your top performers, show aggregate fund metrics, and demonstrate your value-add with concrete portfolio outcomes. Same data, different narrative — optimized for fundraising instead of quarterly compliance.
The summary pulls from your portfolio tracker in real time when you generate it. If a founder submitted updated metrics yesterday, those numbers appear in today's report. Valuations reflect your most recent marks entered in Archstone. You always control when to lock numbers for a given reporting period.
Yes. Each company card has configurable KPI slots. Feature ARR and burn rate for your SaaS companies, clinical milestones for biotech, GMV for marketplaces — whatever tells the clearest story. Default configurations can be saved so you don't reconfigure every quarter.
You choose the sort order: by investment date, current valuation, MOIC, alphabetical, or custom drag-and-drop. Most GPs order by valuation or MOIC to lead with their strongest performers. The order saves to your template so it persists across quarters unless you change it.
Absolutely. Each company card includes a rich text commentary field where you write your qualitative assessment — strategic developments, upcoming milestones, risks, and opportunities. The auto-populated metrics handle the quantitative side so you can focus your time on the narrative that only you can provide.
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