Arch Release Recap | Q3 2023
Arch is the Digital Admin for Private Investments
Arch Clients and Partners,
Before we get into the latest developments from Arch, we want to hear from you! Please take a moment to let us know how we're doing right here.
In the third quarter, our headcount has grown from 43 to 57 employees, we've expanded to a second floor in Flatiron, NYC (come visit us!), our engineering team has added 9 new members and we made our first two product (manager) hires. We are excited to highlight five new features from the past quarter:
Customizable Arch Digests
Capital Call Calendar Events
New Workflow for New Investments
Digital Onboarding (e-LOAs with DocuSign)
1. Customizable Arch Digests
Your Arch Digest summarizes all the updates Arch receives, directly in your inbox.
You can now customize your Arch Digest by selecting which activity types you would like included in your Arch Digest, along with the delivery cadence.
To customize your digest, select your name in the upper right hand corner, navigate to Account Settings, and toggle your desired activity types.
Regardless of your selection for Custom Digest, activities of all types will still be viewable in Arch upon login.
Quick Reminder: the Arch digest can be delivered either daily or weekly. Daily Digests are the most common, set to deliver every weekday morning and include account activity received before 8pm the previous day. Weekly Digests are delivered Monday mornings, and include everything received from Friday at 8PM to Friday at 8PM of the previous week. |
2. Capital Call Calendar Events
Do you live by your calendar? So do we... so we built calendar integrations for capital calls (and distributions).
Click into a capital call (or distribution), then hit the corresponding icon in the top right hand corner of the Tasks page to easily add an event to your Apple, Google, or Outlook Calendar.
Quick Reminder: The Tasks page is your destination for all outstanding action items on Arch. Distribution Tasks: Keep track of all your cash flows by enabling Distribution Confirmations for your account. Similarly to capital call tasks, these tasks need to be completed for data to push to one of our integration partners. Click here to enable distribution tasks. |
3. New Workflow for New Investments
Looking to add multiple investments in the same fund, at the same time?
Now you can, with our updated New Investment Workflow. Simply select multiple investors when adding a new investment. At the end of the process, you'll be provided with a list of Arch emails to include on subscription documents, which you can also download to Excel / CSV for ease of use.
4. Digital Onboarding (e-LOAs with DocuSign)
Our mission is to remove the tedious work (friction) from investing in Private markets. To this end, we're excited to substantially automate getting started with Arch, through a new digital LOA process leveraging DocuSign.
This significantly simplifies onboarding; after a client provides their list of investments, Arch creates a single DocuSign packet (inclusive of any special fund admin forms), sending the packet for a single, digital signature by each client.
For those managing multiple signers, you can also track, manage, and resend any outstanding Authorization Letters without ever leaving Arch on new e-LOA status page. Reach out to your Operations Manager today to learn more and enable this feature!
We're continuously improving the Arch platform and building new functions. Have thoughts or feedback for us? Reply to this email or book time here.
We appreciate your partnership, and look forward to sharing more soon,
- Ryan and the Arch Team