The most common Tasks in Arch are for confirming Capital Call payments. However, there are many other useful Tasks in Arch. These can be activated by the Arch Operations team. So, if you are interested in learning more, reach out to support@arch.co or your dedicated Operations Team.
Here are the different Task types in Arch:
Task Type | From Activity | Description |
Execute Capital Call | Capital Call Requested | Track when you pay capital calls; requires a due/paid date |
Elect Distribution Method | Distribution Election | Notification when a fund asks how you'd prefer to receive a distribution |
Evaluate Investment | New Investment Opportunity | Notification when a fund announces a new investment opportunity |
Provide Personal Details | Personal Information Request | Notification when a fund asks for personal information (phone number, address, etc.) |
Verify Wire Instructions | Wire Instruction Verification Requested | Notification when a fund asks to verify wire instructions for payments |
Respond to Investment Inquiry | Misc Investment Inquiry | Notification for any fund investment question not covered by other Arch tasks |
Complete Subscription Documents | Subscription Document Completion Requested | Notification when a fund has shared subscription documents that require signature |
Provide Confirmation | Confirmation Requested | Notification when a fund asks for any kind of confirmation |
Confirm Distribution | Distribution Notice, Stock Distribution Notice | Track when you receive a distribution; requires a due/paid date |
Complete Invoice | Invoice | Track when you pay an invoice; requires a due/paid date |
Provide Signature | Investor Signature Requested | Notification when a fund asks for any kind of signature |
Provide Tax Documentation | Tax Documentation Request | Notification when a fund asks for specific tax documentation |
Provide Contact Details | Provide Contact Details Task Created | Notification when Arch requires fund contact information |
Provide Transaction Details | Provide Transaction Details | Notification when a fund asks for any kind of transaction details |
Provide Addepar Mappings | Addepar Entity Information Request | Usually used when new investments are created; notification to input Addepar mappings |
Confirm Distribution Amount | Distribution Placeholder | When a distribution amount is not specified in a notice, this reminder allows you to to input the amount received at a later date |
Confirm New Investment | Investment Added to Arch | Allows you to confirm or delete a new investment that the Arch team has added for you |
Confirm Account Statement | Account Statement Received | Notification to check and confirm all of the details in a processed account statement |