How we work with you

Graph Advisors acts as an operational and strategic partner for capital allocators

What we do?

We provide key services to help investors build the firm powering their funds.

Fractional CFO for VC

Get the help you need with dedicated support

Fractional CFO leadership across sprints and long-term engagements

Fund administrator management

Quarterly and yearly fund reporting

Fund financial modeling

Fund narrative and pitch development

Operate portfolio company update system

Prepare backing for quarterly LP updates

Triage deal review with external counsel

Track, chase, and close 1-off requests from founders and investors

Unique situations for firms and family offices

Management change and talent gaps

Operating systems for growing teams

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

Get back to investment & sourcing

Turn operational headaches into smooth 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

Time to build: accelerator, studio, incubator

Vision and strategy to launch an accelerator, incubator, or studio

Integrate venture strategy inside larger business

Develop venture mandate and build/buy threshold

Turnaround / improve current venture strategy

Create regular cadence to share and follow emerging trends

Works across all the departments and teams to achieve alignment

Getting started together

We listen to you, articulate deliverables, set timelines, and then get to work building the long-term systems your fund needs to excel.

Context

Establish deliverables

Share blockers

Align on timeline

Contracts

Align on tasks and milestones

Understand people and plans

Articulate delivery

Compensation

Time-bound project sprints

Monthly retainer model

Year-long role coverage

Company

Resources

Contact