Stop chasing founders for metrics
Every quarter, GPs manually email founders asking for the same data. Half respond promptly, a quarter need follow-ups, and the rest go silent until you run into them at a conference. There's a better way to collect the metrics you need.
Start your free trialYou know the drill. LP reporting deadline is in three weeks, so you draft a batch email to your 15 portfolio founders asking for updated metrics. You try to make it personal — "Hope things are going well!" — but everyone knows it's a data request dressed up in pleasantries.
A week goes by. Eight founders have responded. You send a follow-up to the remaining seven, trying to sound friendly but firm. Three more trickle in. Now you're four days from your LP deadline, and you still need numbers from four companies. You start texting, DM-ing on Twitter, and considering a carrier pigeon.
Founders hate this too. They're busy building companies, and digging up metrics to satisfy 3-5 different investors with different formats and different questions is a real burden. They're not ignoring you out of malice — they're ignoring you because your request is one of 47 things competing for their attention on a Tuesday afternoon.
Set it once and forget it. Archstone sends metric requests on your schedule — monthly, quarterly, or custom intervals. Each sequence includes an initial request, a gentle follow-up, and a final nudge. You never write another "just checking in" email.
Different companies need different cadences. Set monthly check-ins for early-stage companies burning fast, quarterly for steadier growth-stage companies, and annual for companies that are mostly self-sustaining. Mix and match across the portfolio.
If a founder doesn't respond after two automated reminders, Archstone flags them for personal outreach. You get a notification with the founder's name, how many days overdue they are, and a one-click option to send a personal note. Escalation is smart, not spammy.
Reminders go out with your fund name, logo, and colors. Founders see a professional communication from their investor, not a generic software notification. The experience reinforces your brand and makes founders feel supported, not surveilled.
Each form arrives pre-populated with the founder's last submission. They review, update what's changed, and submit in under 3 minutes. No logging in, no remembering passwords, no navigating a complex portal. The friction is as close to zero as possible.
When a founder submits their update, they automatically receive a thank-you message. It's a small thing, but it closes the loop and shows founders their data is valued. You can customize the thank-you with a personal note or a relevant portfolio insight.
Schedule reminders to go out 3 weeks before your LP reporting deadline. By the time you sit down to write the quarterly letter, 90% of your portfolio data is already in the system. The remaining 10% has been flagged for personal follow-up.
For early-stage companies where burn rate and runway change fast, monthly pulse checks keep you current without being intrusive. A 2-minute form asking for cash balance, MRR, and one qualitative highlight gives you the signal you need.
Once a year, collect comprehensive data for your annual LP report and fund performance review. Send an extended form covering financials, team changes, product milestones, and outlook. Automated reminders ensure you get complete responses across the portfolio.
You control the cadence completely. Most GPs use monthly reminders for early-stage companies (where burn rate changes fast) and quarterly for later-stage companies. You can set different cadences per company, per metric type, or globally across the portfolio. Archstone also supports custom schedules — for example, 45 days after each board meeting.
Yes. Reminders go out with your fund name, logo, and a personalized message from you. Founders see a professional, branded experience — not a generic software notification. You can customize the subject line, intro copy, and tone for each reminder sequence. Many GPs include a brief personal note that updates each quarter.
GPs using Archstone's automated reminders see 85-90% response rates within the first reminder cycle, compared to 50-60% for manual email collection. The combination of pre-filled forms, easy mobile submission, and gentle escalation sequences drives significantly higher compliance. Founders tell us the pre-filled fields make it a 2-minute task instead of a 30-minute chore.
Founders receive a clean, branded email with a direct link to a pre-filled form showing their last submission. They review, update the numbers, add optional commentary, and hit submit. The entire process takes 2-3 minutes on desktop or mobile. No login required, no app to download, no spreadsheet to navigate. After submission, they get an automatic thank-you confirmation.
14-day free trial. No credit card required.
Start your free trial