Family offices
Private markets, handled for generations
Private investment documents, cash flows and GP updates arrive in one place, so your team spends less time chasing information and more time putting the family’s capital to work.
Get started
Private investment documents, cash flows and GP updates arrive in one place, so your team spends less time chasing information and more time putting the family’s capital to work.
Arch collects financials, reports, and K-1s across your funds and extracts the data, managing exceptions, before it reaches you. Your team stops chasing documents and keying in data, and spends that time supporting the family.
Arch follows up with the GP when a K-1 is late or looks incomplete, and checks new wire instructions against past capital calls. Your team sees what’s outstanding before the family asks.
Unpredictable K-1s force tax extensions and estimated tax bills. Arch shows when each K-1 is likely to arrive and notifies CPAs and tax professionals when they land. Download history shows who retrieved each document, so nobody asks whether it came in.
Arch summarizes GP letters, tracks portfolio company valuations, and calculates the family’s exposure to notable IPOs, so before a re-up you know whether the GP delivered and where the family is already concentrated.
“We have peace of mind that we are not missing any capital calls.”
CTO
Titanium Birch
“Whether it’s our team or our clients, everyone has better visibility and feels much more informed about what’s going on across their portfolios.”
Coco Plum
Partner
“Arch has single-handedly improved the day-to-day life of everyone on our team including investment, finance, ops, accountants, controller, admins and external vendors.”
“Arch is so user-friendly. Our CIO actually logs into Arch.”
Schedule a short call with someone who works with family offices.
