Fractional CFO leadership for VC funds, PE firms, and family offices, so you can focus on investing while Graph Advisors handles the rest.
A single point of contact for fund administration, LPs, bank, legal, audit, tax, and compliance. The team coordinates the provider stack, runs capital calls and distributions, builds budgets and cash flow forecasts, and delivers LP ready reporting. Each engagement is staffed with a CFO and a controller. Graph Advisors is the firm underneath your firm, not another SaaS vendor.
Clients get one to one alignment with a partner who serves as their dedicated CFO, with regular and ad hoc meetings and no ticketing queues. Graph Advisors manages the entire back office, including your fund administrator, from capital calls to distributions, reporting, and fund accounting oversight. A CFO and controller team coordinates fund finance, reviews provider output and keeps reporting work moving with clear owners. Budgets, cash forecasts and expense tracking cover the fund and the management company, with a clear view of work and costs across vehicles. The team produces LP ready outputs from quarterly reports to ad hoc requests. Where software helps, Graph Advisors builds custom tools, including AI solutions, deployed on infrastructure you own.
Meet the Graph Advisors team. Read: Fund administrator vs fractional CFO
You provide current reports, provider contacts, governing documents and known deadlines. Timing is agreed during scoping.
VC funds, especially those raising Fund II or III, where systems need to evolve from startup to institutional. Family offices and platforms seeking structure, reporting, and investment operations without building full teams. PE firms needing finance and operations leverage across the fund and its portfolio.
Why not just hire a full time CFO? Because you may not need one yet. The team model gives you senior level support across finance and operations, without the cost or risk of a single hire.
How are you different from a fund admin? Graph Advisors manages your fund admin. It orchestrates the full stack so legal, tax, audit, and admin work in sync. Admins process transactions; Graph Advisors makes sure the firm runs smoothly.
What if I already have a finance person? Graph Advisors collaborates with internal teams and often serves as the strategic layer above day to day bookkeeping or operations.
Book a call at https://cal.com/ericfriedman/graphadvisors-30-minute-meeting.