Ryan Eisenman’s Post

Client stories are at the heart of what we do 💙 Which is why we love Susan Barreto (she/her)’s article in Alternatives Watch (linked below), highlighting Brendan Levesque, founder of Ridgeway Lane’s, experience with Arch. Here are my three favorite takeaways: 1. Scalability – “One of the big attractions to Arch was that he was able to organize large amounts of data and it ultimately has saved him hiring two or three people.” 2. Control – “According to Levesque, getting an email that is clickable that tells an investor they have a capital call is a huge development, because clients still have a say in approving the wire transfers at the click of a button. Clients also get weekly email showing what happened in their accounts.” 3. Access – “Levesque pointed out that the other crucial piece is that clients have direct access to the data and they don’t need to ask Ridgeway Lane to generate reports for them.” Full article here: https://lnkd.in/es88UKmW

Want to see how our clients are using Arch?? Minute 4.5 (of 5), you'll see a peep of this slick new tool Patrick Dwyer and NewEdge Wealth use to organize their clients' investments and estates. Thank you, Pat, for the continued partnership! Great informative video

Arch now has $98B in client alternative investments on our platform (which yes to our type-A friends... is not $100B) Now we race to $100B... with trips planned to Omaha, Naples, Miami, and SF in the next week (holy hell, but also holler if you're in town!), to get us there And while we wait (hustle) with baited breathe, Arch was featured on the Fintech Impact Podcast by Jason M. Pereira, which dropped today https://lnkd.in/enFbfnBs

🎉 Happy Tax Day! 🎉 Yes – these are words you don't hear often... So this year, we decided to make Tax Day Arch's official holiday –  a day for celebration We started by creating K-1 Cookies (yes you read that right) with our friends from Funny Face Bakery And followed by announcing a series of new Arch features, including: – A powerful new table – allowing you to group, filter, splice, dice by asset class, firm, entity, strategy, (or anything else you can dream of) – AI Summaries of investor letters – receive a curated paragraph of key investment updates, instead of several 8 page PDFs – K-1 EIN Tax Validation – Arch verifies that you received the right tax document, eliminating scary errors – Search – find any investment, from any page, on Arch And there was so much to mention, that we put it all in a buzzy press release (for our clients, friends of the firm, and competitors 😉 who love the details): https://lnkd.in/eV35xcb7 The only remaining question, is what's better, the new features or the cookies...?

"The Arch Effect" - we LOVE this title And with one of our main competitors announcing their acquisition today (congrats Lawrence, Dan, Joe, Jeremy, and Mike), no better time to drop a new podcast and affirm our long-term commitment to building the missing infrastructure for private markets! Arch will continue to innovate, building needed solutions to manage and understand alternative investments at scale. We highlighted a few of these innovations (and shared a sneak peek on a few new features) with Craig Iskowitz - podcast link here: https://lnkd.in/eKV3ZAZQ

📣 Don’t let K-1s scare you 📣 And if you’re wondering – what’s a K-1, check out this article from WealthManagement.com by Elaine Misonzhnik In it you'll hear some of the pain points investors and advisors face with tax season (sometimes referred to as "K-1 Hell"), and hear Arch's POV on how we can solve it. Few highlights: 💡 Consolidating all tax reporting documentation (ooo, ahh) 💡 Navigating estimated quarterly tax payments and tax implications (sounds dense, but very very important) 💡 Benefiting from the right tax deductions from any losses/depreciation that may be found in a K-1 (now this actually matters) Ready or not… tax season is officially upon us 🙈 #alternativeinvestments #privatemarkets #wealthmanagement #fintech Also featured in the article: CAIS, GLASfunds, SUBSCRIBE, Altigo, Opto Investments, Mercer (👋🏻 friends)

Arch is no longer just about managing K-1 generating investments (PE, real estate, hedge funds, etc.) Today, we launched Direct Company Insights, which gives deeper, contextual knowledge to those that invest in venture and other private companies, from Seed to IPO. We're on a mission to make Arch a competitive advantage for the allocators that use Arch, by unlocking critical signal in their data. More info in the graphic below. Drop your email in the comments if you want to be included in our future feature release distro list. Next one to drop in ≈ 2 weeks...

Raising a Series A forced us to think about the reasons we love fundraising: 1. It's a chance to think deeply about how we want the business to evolve over the next 3-20 years 2. The actual funds we raise – which allow us to invest in our product, customer experience, and go-to-market 3. Uniquely for Arch – often our investors become customers (and we LOVE customers) Jason Kirby – thank you for featuring Arch on Fundraising Demystified. Link here for all those interested: https://lnkd.in/eQ5DwXNj

Last article of the year! New content, same headshot… New Year’s resolution to take a nice picture with Arch co-founders Jason Trigg and Joel Stein. Thank you @RIABiz and Oisin Breen for the well researched view into the Alts world and Arch's place in it. And gratitude for Jason Wenk, William Trout, Brian Shapiro, Craig Pearson, CFA, and Joe Lonsdale for sharing your Alts perspective here as well. Excited for what's to come in 2024! https://lnkd.in/ehP5MxnM