Arch Investments

Managing a portfolio of alternative investments means dealing with dozens of GP portals, inconsistent document delivery, scattered K-1s, and capital call notices buried in email threads. Arch addresses this at the infrastructure level by acting as an interested party on each investment, receiving all communications directly from managers and fund administrators on behalf of its clients. The result is a single portal that aggregates documents, valuations, cash flows, and correspondence across every fund relationship without requiring advisors or family office staff to log into individual portals.

For family office teams specifically, Arch offers role-based access controls that allow CPAs, investment analysts, clients, and advisors to each see only what is relevant to their function. A Daily Digest email consolidates all portfolio activity into one communication, with clients reporting up to 80% reduction in inbox volume. The platform's AI-generated summaries extract key details from investor letters, flagging performance drivers, exits, and market outlook without requiring staff to read through full documents.

Key capabilities relevant to family office operations include:

• Automated tax document collection with delivery forecasting and proactive outreach to managers for overdue filings
• Capital call and distribution tracking with corresponding task workflows
• API integrations with Addepar, Salesforce, and Bipsync for downstream data delivery
• Over 150 proprietary data quality checks run at least twice daily
• AI summaries for quarterly reports, investor letters, and other lengthy documents

Arch is backed by over $75 million in venture funding and reported surpassing $100 billion in platform assets. Onboarding requires sharing an investment list and signatory information, with the NYC-based operations team handling the rest. Pricing is not publicly disclosed, and the platform appears primarily focused on US-domiciled fund relationships.

• Aggregating and centralizing private investment documents and communications
• Automating tax document collection and delivery for alternative investments
• Tracking capital calls, distributions, and valuations across all fund managers
• Generating AI summaries of investor letters and quarterly reports
• Delivering private investment data to downstream reporting and CRM systems
• Managing team workflows and task assignment across investment operations

• Daily Digest email summarizing all portfolio activity
• AI-generated summaries for investor letters and lengthy documents
• Automated tax document collection with estimated delivery forecasting
• Capital call and distribution tracking with task workflows
• Role-based and curated access permissions for different user types
• 150+ proprietary data quality checks run at least twice daily
• Open Data Program with API, SFTP, and flat file export options
• Arch Search for full-text search across all platform documents
• Portfolio company lookthrough and schedule of investments digitization
• DocuSign integration for interested party authorization during onboarding

Built for Single Family Office (SFO), Multi Family Office (MFO), Advisors / Wealth Advisors (RIA), Investment Teams, Finance / Accounting Teams.

Branding, cash flow attributes, investment attributes/categorisation, integrations, user permissions

Dedicated NYC-based operations team handles onboarding and ongoing exception processing; email support available at [email protected]

Begins with sharing an investment list and providing authorized signatory information; dedicated operations team handles the rest using DocuSign for interested party authorization