01

CFO Leadership

• Fund administrator management
• Fund financial modeling
• Quarterly and yearly fund reporting
• LP reporting and completing fiduciary obligations
• Fundraising strategy
• Triage deal review with external counsel
• Fund narrative and pitch development
• Track, chase, and close 1-off requests from founders and investors

02

Financial Foundations

• Create and manage a budget for your firm
• Monthly and quarterly financial reporting for management company and fund
• Fund deployment pacing and reserves forecasting
• Modeling cap table and auditing ownership
• QSBS eligibility
• Liquidation waterfall for cap tables and investments
• Prepare and draft responses to LP questions
• Structure and manage data rooms for prospective LPs

01

Weekly dedicated time

• 1:1 Time scheduled to review materials and answer questions
• Dedicated email and slack access to someone that can turn around requests
• Dig into to your fund admin reporting and outputs for clarity and accuracy
• Have an extra pair of hands to put together reporting and financials
• Get assistance with financial modeling for fundraising, diligence, or general accounting help

01

Bookkeeper Support

• Dedicated support between service providers and your firm
• Setup, solidify, and structure financials for your firm
• Mitigate the key risks that cause distractions
• Gain experience and expertise for your team to accelerate performance
• Set the foundation for an enduring firm

02

Monthly dedicated time

• Perform monthly and quarterly bookkeeping
• Prepare monthly sales tax, quarterly and annual payroll tax returns
• Assist auditors to prepare compiled financial statements
• Assist accountants to prepare Business Tax Returns
• Conduct Quality Assurance testing to investigate and ensure accuracy
• Work with third-party service providers and fund administration platforms
• Review and analysis of all key financial reporting

01

Build: accelerator, studio, or incubator

• Vision and strategy to launch an accelerator, incubator, or studio
• We have built and launched 3x accelerators
• Create and structure CVC programs from experienced VCs
• Integrate venture strategy inside larger business
• Develop venture mandate around build vs. buy
• Turnaround / improve current venture strategy
• We work across departments and teams with leadership to achieve alignment

02

Scale: Get back to investing

• Turn operational headaches into smooth and scalable processes
• Learn from systems that have raised millions
• Prepare and thrive during endowment diligence
• Develop firm vs. fund practices that let you grow
• Build repeatable systems and train your team
• Develop and execute team growth plans

03

Grow: operations VC and family offices

• Management change and talent gaps
• Team changes and strategy + execution
• Operating systems for growing teams
• Fundraising strategy
• Board of Directors prep and presentation coaching
• Investment diligence and guidance
• Executing investment transaction
• Diligence and research into unique areas
• Portfolio tracking, annual tax and accounting
• Portfolio company management and support

Graph Advisors

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