Your firm already has the data and a process. Now it's time to leverage AI.
Graph Advisors is a forward deployed engineering team for PE firms. We embed ateam alongside your firm: get access, get clarity on the questions you ask and the outcomes we want, then build it on your platform that you own. Everything runs inside your firm/company environment.
Ten years of deal data, a hundred portfolio companies, eight years of IC memos, pulled into one queryable, auditable system the firm owns. Ask it anything. The questions get answered, the reports get written, the work gets done.
A worked example for Anchor Private Equity Partners, a PE fund · buyout. See the VC version → · Overview for all allocators
Your data, your decisions, your relationships, in one layer the firm owns. Slate Harbor VC sits at the center and every source feeds it. Not a product you rent. Infrastructure you control.
Role-based access, encryption, and audit logging from day one. Built to pass LP and institutional diligence.
Different team members see different things. Access maps to the person and the role, not the tool.
Migrate to or from other platforms with ease. The data is yours. No more lock-in.
No new system to log into. It lives inside the tools you already use.
Shape the system yourself. Edit workflows, add or remove connectors, and fold in improvements you or the system discover.
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.
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.
The same architecture, deployed on whichever cloud your firm already runs. Your rails. Your surface area. Your data never leaves your environment.
The same four layers, filled with the actual tools a PE fund like Anchor Private Equity Partners already runs.
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.
Each module is the same kind of working block in the demo above, 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.
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.
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.
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.
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