Graph Advisors

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

Forward Deployed Engineeringfor VC funds

Graph Advisors is a forward deployed engineering team for allocators. 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 Slate Harbor VC, a VC fund · secondaries. See the PE version → · Overview for all allocators

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

The firm is the platform, not another SaaS vendor.

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.

THE FIRM OS Slate Harbor VC FUND ADMINCapital calls, NAV BANK / TREASURYWires, accounts, cash AUDITORAudit, LP reporting LEGALLPAs, closing docs PORTFOLIO COS.Board decks, financials INTERNAL DATAMemos, IC notes, email CAP TABLEOwnership, 409As ACCOUNTING + TAXBooks, K-1s, cost basis
The firm is the platform, not another SaaS vendor.
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
Exists where you are

No new system to log into. It lives inside the tools you already use.

Claude (MCP)ChatGPT (MCP)Email agentSlackWhatsAppiMessageWeb
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.

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 VC fund like Slate Harbor VC 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, pick, win, and support. Everything else, the invisible half of the firm, is the hub that lets the wheel spin without drag. Slate Harbor VC 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 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.

Book a walkthrough of the full Slate Harbor VC OS →

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