CUSTOM SOFTWARE

Solve problems with humans then scale software with AI

At Graph Advisors, we believe the best software doesn’t start with code — it starts with deep expertise solving real problems.

Our SWiS (Services with Integrated Software) model combines high-touch operational consulting with tailored software solutions, built only after we’ve solved mission-critical issues manually first.

This approach ensures that every system we build is grounded in what actually works, not assumptions.

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Establish Year

We've evolved into a trusted partner for businesses navigating the complexities of today's dynamic landscape.

Success Rate - 90%
Spotlight
2011
YR
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HOW IT WORKS
     
Phases
What We Do
Why It Matters
01.
Solve Manually
We deliver elite services that fix real finance and operational pain points.
Immediate client wins. Deep understanding of needs before building anything.
02.
Find Patterns
We identify repeatable workflows and opportunities for automation.
Builds a blueprint for durable systems based on proof, not theory.
03.
Build Software
We layer lightweight software to automate, accelerate, or eliminate repetitive tasks.
Clients scale faster with less cost, complexity, or manual overhead.
01.
Solve Manually
What We Do:
We deliver elite services that fix real finance and operational pain points.
Why It Matters:
Immediate client wins. Deep understanding of needs before building anything.
02.
Find Patterns
What We Do:
We identify repeatable workflows and opportunities for automation.
Why It Matters:
Builds a blueprint for durable systems based on proof, not theory.
03.
Build Software
What We Do:
We layer lightweight software to automate, accelerate, or eliminate repetitive tasks.
Why It Matters:
Clients scale faster with less cost, complexity, or manual overhead.
WHAT WE DO

Why Clients Choose SWiS

Faster Results

Services solve immediate issues — no waiting for software build-outs.

Tailored Systems

Solutions are custom-fit to real operational environments, not generic platforms.

De-risked Innovation

Every technology layer is validated by real-world service experience.

Scalable Support

As automation increases, clients can scale operations without growing headcount linearly.

Lower Total Cost

Clients avoid costly mistakes from premature, off-the-shelf software implementations.j

THE SWIS ADVANTAGE: SOLVING VS GUESSING
SWiS Model
Problem-solving:
✅ Custom solutions born from real problem-solving
Time to Value:
✅ Immediate service wins + permanent software leverage
Client Fit:
✅ High-touch + high-fit + scalable automation
Evolution Over Time:
✅ Service + software evolve together
Traditional Consulting
Problem-solving:
Manual, people-driven
Time to Value:
Strategy only - limited implementation
Client Fit:
High-touch, but manual
Evolution Over Time:
Ever changing scope
Traditional SaaS
Problem-solving:
Generic software templates
Time to Value:
Slow to implement, one-size-fits-all
Client Fit:
Often low-fit, low-flexibility
Evolution Over Time:
Waiting for "its on the roadmap for next quarter"
     
 
SWiS
Model
Traditional Consulting
Traditional
SaaS
Problem-solving
✅ Custom solutions born from real problem-solving
Manual, people-driven
Generic software templates
Time to Value
✅ Immediate service wins + permanent software leverage
Strategy only - limited implementation
Slow to implement, one-size-fits-all
Client Fit
✅ High-touch + high-fit + scalable automation
High-touch, but manual
Often low-fit, low-flexibility
Evolution Over Time
✅ Service + software evolve together
Ever changing scope
Waiting for "its on the roadmap for next quarter"
Why Now

Operational excellence is necessary.

Graph Advisors’ Services with Integrated Software (SWiS) model helps investment and operating firms move faster, operate leaner, and scale smarter — without getting trapped by rigid software or bloated service models.

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WHO WE WORK WITH

Our Clients

VC Funds

Growing beyond Fund I, needing operational excellence.

Family Offices

Professionalizing systems while maintaining flexibility.

Micro-PE & Rollups

Integrating acquisitions without overwhelming overhead.

FAQ’s

Frequently Asked Questions

Man and woman discussing with each other

1

How is this different from a consulting firm just trying to build a SaaS product?

2

Won't this make you less focused? Balancing services and software sounds messy.

3

How do we know the software side will be any good if you’re starting from services?
OUR HISTORY

From Inception to Innovation

From our humble beginnings to the milestones that mark our journey, this section unfolds the chapters of our evolution. It is a testament to our resilience, adaptability, and commitment to excellence.

Each chapter is a reflection of our unwavering dedication to client success & a celebration of the shared achievements that define our narrative.

  • Established in 2011
  • Based on New York, USA
  • 146+ Project Done
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