Archstone
Archstone: A broad fund-operations platform for smaller funds that need investor workflows and integrations. Ranked #20 of 30 in Fund Administration Software by our editors (5.9/10); pricing: From $297/mo · 14-day trial; best for smaller funds wanting broad integrations.
At a glance
- Editor score5.9 / 10
- PricingFrom $297/mo · 14-day trial
- Best forSmaller funds wanting broad integrations
- Free planNo
- Paid from$297/mo
- Investor portalYes
- Facts checked21 Sep 2026
Where it wins
- Self-service LP portal with reporting, capital calls, and payment tracking
- Waterfall calculations, capital accounts, and compliance tracking in one platform
- Integrations include QuickBooks, Xero, Stripe, DocuSign, and HubSpot
Where it doesn't
- No free plan; access starts with the paid Starter tier
- Enterprise pricing, service levels, and integrations require a custom agreement
- Its broad scope may exceed the needs of funds seeking a narrow administration tool
Our verdict on Archstone
Archstone is hosted fund-operations and accounting-control software for emerging GPs, private-equity firms, syndicators, search-fund operators, and other private-capital managers. It brings together an LP investor portal, investor reporting, capital-call workflows, distribution notices, waterfall calculations, capital accounts, data rooms, portfolio tracking, deal pipelines, compliance tracking, fund finance, and AI-assisted workflows. The product is software rather than a fund administrator, bank, custodian, payment processor, transfer agent, adviser, or fiduciary, so it is aimed at teams that want operational infrastructure rather than outsourced administration.
The published plans show a 14-day free trial and monthly paid pricing. Starter costs $297 per month and includes all 12 modules, Archie AI, the LP portal, capital calls, and email support. Pro costs $497 per month and adds unlimited LPs and portfolio companies, five team seats, three funds, unlimited shareable links, and priority support. Enterprise uses a custom enterprise agreement with custom service levels, support, and integrations. This structure gives smaller teams a clear entry point while offering a path to expanded capacity and collaboration, although there is no free plan.
Archstone’s main strength is breadth across fund operations and adjacent workflows. Its integrations include accounting, scheduling, CRM, payments, banking, document signing, storage, communications, and data tools such as QuickBooks, Xero, Stripe, Mercury, DocuSign, Google Drive, and Microsoft Teams. Archie AI supports natural-language workflows and document analysis, while portfolio metrics, anomaly detection, deal rooms, and compliance tracking extend the platform beyond core investor administration. Choose Archstone if you want one connected system for fund and investment operations with broad integrations. A narrower tool may suit teams that need only a specific administration function or prefer a dedicated third-party administrator.
Archstone pricing
All 3 Archstone plans and prices →
Archstone fact sheet
| Free plan | No |
|---|---|
| Paid from | $297/mo |
| Investor portal | Yes |
| Capital account tracking | Yes |
| NAV workflows | Not verified |
| Allocation waterfalls | Yes |
| Capital call workflows | Yes |
| Investor limit | 25 investors |
| Free trial | 14 days · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | 2FA |
| Support | |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 20 integrations: QuickBooks, Xero, Google Calendar, Calendly, Gmail, HubSpot … See all → |
| Pricing | From $297/mo · 14-day trial (source) |
| Website | archstone.app |
| Facts checked | 21 Sep 2026 |
Archstone integrations
Archstone lists 20 integrations on its own site.
- QuickBooks
- Xero
- Google Calendar
- Calendly
- Gmail
- HubSpot
- Google Sheets
- Notion
- Stripe
- Brex
- Mercury
- DocuSign
- Google Drive
- Plaid
- Microsoft Teams
- Pipedrive
- Affinity
- Attio
- Outlook 365
- Dropbox
See all Archstone integrations →
Alternatives to Archstone
- PerfonaA broad fund administration system with transparent starting prices and a 14-day trial.9.8
- KeelA broad fund administration platform with a free plan and paid tiers for scaling managers.9.2
- Ashta.aiA broad fund-operations platform for teams managing complex investor and accounting workflows.7.7
See all Archstone alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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