Replaces 2 days of manual work per quarter
You know the drill: two days every quarter spent copying portfolio metrics into a Word doc, formatting tables, writing the same LP letter with slightly different numbers, and praying you didn't paste last quarter's figures. Archie generates your entire quarterly report from live fund data in minutes — not days.
Start your free trialArchie pulls your portfolio metrics, fund performance (IRR, TVPI), and recent activity to draft a complete quarterly report. Review, edit if needed, and send — or let it go out as-is if you trust the data.
Send your quarterly report to all LPs at once, or segment by LP type. Each LP gets a personalized view with their capital account details, their share of distributions, and their NAV — automatically calculated.
Know which LPs opened your report, how long they spent reading it, and which sections they focused on. Identify disengaged LPs before they become flight risks — and know who to follow up with.
Set up automatic reminders for LPs who haven't opened the report after a few days. Archie can draft personalized follow-up emails that reference specific portfolio highlights relevant to each LP's interests.
When Q4 closes, ask Archie to generate your quarterly report. It compiles portfolio updates, performance metrics, and fund activity into a polished document. Review it, make any tweaks, and distribute — all before your competitors finish their spreadsheets.
Track report engagement over multiple quarters. An LP who stops reading your reports is sending a signal. Catch disengagement early and proactively reach out before they decide not to re-up for your next fund.
Archie drafts your GP letter based on the quarter's actual events — new investments, follow-ons, exits, and market observations. It matches your tone and style, getting better with each report as it learns your communication preferences.
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