Arch enhances private market investing solution with AI

The firm aims to make processes easier for advisors and investment managers.

Arch, a digital admin platform for private market investing, has announced some enhancements to its platform to aid portfolio management for advisors and investment managers, including the use of AI.

The firm says that momentum in the private market investing space requires the fielding of constant feedback from users to ensure the digital infrastructure can support demand. Its solution offers insights and smart workflow to streamline the processes involved in portfolio management.

Taxes is one area of complexity for private market investments with a large number of documents required that mean a lot of time spent by advisors and investors. The firm’s platform has taken this into account with its latest upgrades to collect and aggregate tax documents such as K-1s, validate them, and automatically nudge those that have not filed the necessary documents.

“At our core, we are committed to developing the technology required to support the access and expansion of private markets investing,” added Ryan Eisenman, co-founder and CEO of Arch. “Taxes are just one of the many critical components to address and we couldn’t be more excited to see the power of these tools in action. We believe the combination of AI, data insights, automation, and visualization are the building blocks to what we see as the future: technology-enabled private markets investing.”

The firm’s AI implementation is focused on efficiency with its ability to pull out key pieces of information from documents and provide summaries that can be generated for quarterly reports, investor letters, personnel changes and more.

Other enhancements include financial visualizations of trends and historical performance, and better search and navigation tools within tables. And there is a refreshed look for the most used tool Arch Digest.

The firm’s platform is used by more than 230 investment firms, families, and institutions with almost $80 billion in investments across alternative asset classes.