Graph Advisors

Your firm already has the data and a process. Now it's time to leverage AI.

Forward Deployed AI Engineeringfor Allocators

Graph Advisors is a forward deployed engineering team for VC funds, PE firms, and platform startups. We embed an operations and engineering team alongside your firm: get access, get clarity on the questions you ask and the outcomes we target, then build it on your rails. Everything runs on the surface area you already own. We focus on Outcomes.

The firm needs its own platform that is secure, accurate, and accessible.

You need a central place for all of your firm's data to be unified, secure, and owned by you, not on another SaaS platform. In a world where compute and inference are becoming required and mandatory, you need to own your data, be able to port it in and out of where you want it, and manipulate it as needed.

01
Secure

Role-based access, encryption, and audit logging from day one. Built to pass LP and institutional diligence.

02
Permissioned

Different team members see different things. Access maps to the person and the role, not the tool.

03
Portable

Migrate to or from other platforms with ease. The data is yours. No more lock-in.

04
Accessible

No new system to log into. It lives inside the tools you already use, reachable through MCP wherever you work.

Claude Co-WorkChatGPTSlackiMessageTelegramemail
05
Extensible

Shape the system yourself. Edit workflows, add or remove connectors, and fold in improvements you or the system discover.

06
Accurate

Answers and reports are only as good as the freshness of the data. You know which numbers are a quarter old, from the audit report, and which are from an insider round that closed yesterday. Slice the data to build different reports for different audiences, stand up an internal scorecard with ease, answer LP questions with accurate and timely information, and model scenarios on better data.

The future of software is software for one: custom-made for the specialty needs of a single team.

Most companies don't have a technology problem. They have a coordination problem.

You already pay for software. You already store data in the cloud. You already use Slack or Teams. You already live in email. You already track things in spreadsheets, dashboards, and internal tools. But none of it connects cleanly, and no one has the time to make it work together.

Your softwareYour cloud dataSlack / TeamsEmailSpreadsheetsDashboardsInternal tools

AI transformation without clarity is theater. It produces pilots, dashboards, and slide decks. Not outcomes. We take a different approach.

Data Architecture

The same four-layer pattern under every build. Data is siphoned out of the tools you already run, structured into a canonical library, given logic, and surfaced wherever the team already works. Each layer reads from the one below it.

InterfacesWhere the team already works. Web dashboard · email · Slack · the chat tools you use. Ask in plain language.
plugins / MCP / CLI
LogicAgents and applications. Ledger · portfolio monitor · IR co-pilot · diligence · valuations · reconciliation.
canonical API
KnowledgeThe firm library + memory. Companies, positions, funds, LP interests, documents, cash flows, valuations, and the decisions you have already made.
knowledge extraction agents / memory
RecordsA data warehouse with everything siphoned out of fund admin, the bank, data rooms, SharePoint, email, and the web via ETL.
deployed on your rails, not ours
AWS
Microsoft Azure
Google Cloud
Snowflake
Your existing VPC

The same architecture, deployed on whichever cloud your firm already runs. Your rails. Your surface area. Your data never leaves your environment.

From the pattern to a real stack

The same four layers, filled with the actual tools a fund like Anchor Private Equity Partners already runs.

Interfaceswhere the team works
Logicagents / applications
Knowledgelibrary + memory
Recordsdata warehouse

The partners run the wheel. The OS is the hub.

Investors get paid to do what only they can do: source, diligence, create value, and exit. Everything else, the invisible half of the firm, is the hub that lets the wheel spin without drag. Anchor PE OS is that hub: fund accounting, LP reporting, valuations, portfolio data, and institutional memory, running underneath.

Fundaccounting LPreporting Compliance Capitalcalls Tax & K-1s Valuations Portfoliodata Institutionalmemory Sourcing Selection Winning Supporting Your Firm OS Slate Harbor VC
Outer wheel: what the partners are paid to do. Center: the hub that keeps it spinning.

A firm operating layer. Example workflows.

Each module is the same kind of working block in the demo below, scoped to one job. They all read from a single canonical library, so update one record and every workflow updates with it. Click any module to run it.

Book a walkthrough of the full Anchor PE OS →

Examples of Firm OS data focused around the GP's needs, not another platform.

Slate Harbor VC · Opportunities Fund II SLATE HARBOR VC OS
Team →
Slate Harbor VC OS is working…

The goal is not software. The goal is outcomes.

We embed. We learn your workflows, map how money moves, understand how decisions get made, and identify where friction lives. Then we start building: clarity and code, together. Sometimes that means connecting systems you already use. Sometimes it is a custom internal tool. The outcome: replacing three manual processes with one structured workflow.

Faster decisionsClearer reportingHigher marginsReduced manual workBetter capital allocationRevenue acceleration
Most firms
Start with the tool
  • Ask “Which AI tool should we buy?”
  • Start with code and hope for clarity
  • Run pilots that end as slide decks
Graph
Start with the outcome
  • Ask “What outcome do you need?”
  • Build clarity and code at the same time
  • Ship operational systems, not prototypes

AI is not the product. Operational leverage is. Each solved problem becomes infrastructure, and infrastructure becomes enterprise value.

We have been the allocator. That is the whole point.

Graph Advisors is a team dedicated to finance, operations, and engineering. We have raised institutional capital, deployed it from pre-seed to late stage, and run Fractional CFO functions for firms from $50M to over $1B in AUM, providing part or all of the finance team stack. We have built venture-scale startups and our own companies. We specialize in capital allocators because we have done the job ourselves, and they are our entire client base.

$50M to $1B+
AUM served as the fractional finance team
Pre-seed → late
Stages we have deployed into as investors
Hundreds of $M
Moved through systems we have shipped
Every major
CRM, fund admin, bank, auditor, law firm, cloud stack

We bring a set of pre-built software blocks and AI skills, drawn from what we have seen create real leverage for GPs. All IP stays owned by you. We bring the foundation and scaffolding to build the right way from the start, so the systems come out better, faster, and more streamlined, because we have built them before. Staying focused on allocators means every engagement makes us sharper for the next.

A few years ago the cost of custom software collapsed. Every firm now needs AI and engineering leverage in house. You have two ways to get it.

Path 1 · Hire
Find and hire a "cracked" engineer
  • Convince them to quit a great job and join an investment firm
  • Pay them, manage them, and give up carry to keep them
  • Hope they stay happy working alone, far from other engineers
  • Months of recruiting before a single thing gets built
Path 2 · Graph
Work with a Graph forward deployed engineer
  • Only 1 to 2 clients at a time, backed by a full team of builders and operators
  • Has done it before, for firms exactly like yours
  • No managing, no carry required, no titles, raises, or recruiting
  • Start in days, not months

Work with an embedded team on a monthly retainer for 3 months.

Forward-deployed senior team. Built on your stack. Yours to keep. No seat licenses, no lock-in. For venture and private equity firms ready to run like institutions.

Book time with us