Arch, the New York-based technology platform serving private markets investors, is moving its artificial intelligence capabilities upstream. The company has launched Arch Investment Research, a tool designed to assist registered investment advisors and family offices in vetting prospective private market deals, a process that has traditionally been manual and time-consuming.
The new product reads offering documents, extracts key terms, and flags items that warrant closer examination by an investment team. Each extracted term is linked back to its source document, ensuring full auditability. Once a deal closes, the diligence file carries over into the firm's portfolio monitoring system, preserving the original terms and investment thesis for the life of the position.
Previously, Arch's software focused on post-investment functions such as document collection, data extraction, capital call processing, and portfolio reporting across asset classes including private equity, venture capital, hedge funds, and real estate. With this launch, firms can now test prospective investments against their own predefined criteria before committing capital.
"The private market experience shouldn't be fragmented across diligence, data, workflows, and portfolio monitoring," said Ryan Eisenman, co-founder and CEO of Arch. "Arch is expanding our private markets expertise to support pre-investment diligence, allowing investment teams to compare private market opportunities against their own criteria to make smarter allocation decisions."
According to the company, some RIAs and family offices already using the product have reduced diligence time by as much as 50% per opportunity. Early partners have reportedly saved thousands of hours by prioritizing which analyses deserved attention before advancing a deal.
Arch Investment Research can be purchased standalone or bundled with Arch's existing offerings for alternatives data management, capital calls, and reporting. The platform integrates with clients' existing systems via application programming interfaces, and Arch says it is taking a similar approach as AI becomes embedded in allocators' daily workflows, allowing users to work with private markets data within the systems and large language models they already use.
The launch follows a period of significant growth for Arch. In July, the company named Keith Soura as chief technology officer, overseeing architecture, engineering, and product delivery. Soura previously led engineering at mortgage fintech Better.com and served as CTO of proptech firm VERO.
That same month, Arch revealed that MUFG Innovation Partners and Franklin Templeton were among previously undisclosed backers of its $52 million Series B round. At the time, the firm said assets on its platform had doubled to $539 million, though it now reports more than $600 billion across over 650 allocators, including four of the top 20 banks and eight of the top 20 accounting firms.
The move comes as advisors increasingly treat private markets as a portfolio construction tool rather than a series of product picks, a trend highlighted in recent industry commentary. For RIAs and family offices, the ability to streamline due diligence could be a competitive advantage, especially as deal flow continues to grow.
