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. It orchestrates legal, fund admin, tax, audit, and compliance so the provider stack works as one. It builds scalable systems: budgets, cash flow forecasts, schedules of investments, and expense tracking that grow with you, and 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.
Three phases move your back office from reactive to proactive. First, align and discover: onboard quickly, assess current operations, providers, and priorities, and map the fund landscape. Second, stabilize and operate: run the back office, manage vendors, triage email, and keep financials and schedules on track. Third, optimize and institutionalize: upgrade internal systems, improve reporting, and prepare for audits, raises, and diligence, turning a fund into a firm ready for scale.
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.