Arch Launched AI Tool for Investment Due Diligence

The firm introduced Arch Investment Research to help users automate the extraction of key terms from offering materials.

Updated on Sept. 29, 2026 in Investing

Bold flat-color editorial illustration of geometric document blocks transforming into smaller data cubes, representing automated financial analysis. — Arch has introduced a new AI-driven product, Arch Investment Research, designed to automate the extraction of critical terms from financial offering materials. AI Illustration. Upload story photo >

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Arch has launched a new AI-driven product called Arch Investment Research designed to assist investment teams in the pre-investment due diligence process. The tool extracts critical terms from offering materials and links them directly to source documents for audit.

Why it matters

The platform aims to streamline paper-heavy onboarding and reporting tasks to support more efficient allocation decisions. It addresses growing advisor demand for automated solutions to manage complex financial documentation.

Arch currently supports over 650 allocators and manages assets exceeding $600 billion on its platform. The system is also utilized by 4 of the top 20 banks and 8 of the top 20 accounting firms globally.

The players

Arch

Arch is a New York-based financial technology company that provides a portfolio monitoring platform for investment managers and allocators.

Keith Soura

Keith Soura is the chief technology officer at Arch who joined the company in July 2026.

The details

Arch Investment Research integrates directly into existing client systems via application programming interfaces to flag specific items for review. This new capability builds upon the software's previous focus on processing capital calls and portfolio data following capital commitments.

Keith Soura joined as chief technology officer in July 2026.
Arch announced the launch of Arch Investment Research on September 29, 2026.

Market Dynamics

This development follows the broader trend of institutional financial service providers adopting generative AI to automate document-heavy workflows. The release positions Arch to capture more market share by increasing efficiency in the high-stakes pre-investment sector.

Allocators and financial advisors can expect significantly shorter timelines for onboarding and reviewing new investment opportunities. This efficiency may lower operational overhead costs for firms currently managing capital commitments manually.

The takeaway

Automating due diligence processes through AI allows investment firms to focus human resources on strategic decision-making rather than document processing. Investors should evaluate how technology-driven efficiency impacts the transparency and speed of their reporting cycles.