Graph Advisors — Graph Agent

Your VC firm should be
smarter than a spreadsheet.

Graph Advisors provides a Fractional CFO who works across your entire stack, paired with an AI agent that turns all firm data into something you can ask anywhere, anytime, in plain language.

Crestline Ventures · Fund II GRAPH AGENT
GP →
Graph Agent is thinking…
GRAPH AGENT connective layer Graph Advisors 🏦 FUND ADMIN Capital calls, distributions, financials ● isolated 🏛 BANK / TREASURY Wires, accounts, USD + stablecoins ● isolated 📋 AUDITOR Year-end audit, compliance, LP reporting ● isolated ⚖️ LEGAL LPAs, closing docs, compliance, filings ● isolated 📬 PORTFOLIO CO. Board decks, email, financials, founder calls ● isolated 🗂 INTERNAL DATA Memos, notes, calls, Dropbox, Drive, email ● isolated 📊 CAP TABLE MGMT Ownership, dilution, valuations, 409As ● isolated 📈 ACCOUNTING + TAX Books, K-1s, UBTI, cost basis, payroll ● isolated

Many providers. Zero connective tissue.

Each one does its job. None of them talk to each other. Every quarter, someone pulls data from all of them and rebuilds the picture in a spreadsheet. Your most important information lives in the gaps between systems, and in your head.

It doesn't have to be this way.

The CFO and the system.
One relationship.

Graph Agent is the connective layer across every provider in your stack. Your fractional CFO operates through it. Your team self-serves through it. Both are always at your disposal.

01
A fractional CFO who lives in your stack

Graph provides a CFO who has operated inside real institutional funds: quarterly reports, fund admin reconciliation, LP communications, audit prep. They work with your existing providers. No replacements. No migrations.

  • Works across all provider relationships simultaneously
  • Handles quarterly reporting and LP packages
  • Reconciles data across every provider, every cycle
  • When you hire in-house, Graph Agent onboards them
  • Gets the last 20% of value out of each provider
02
A system you can ask and self-serve

Graph Agent structures your firm's data: every check, every round, every valuation, every company update, into a single source of truth. Ask in plain language. Get answers from your actual data. Self-serve or ask your CFO. Both at your disposal.

  • Natural language queries against your live fund data
  • Fund metrics that update themselves (TVPI, MOIC, DPI, IRR, NAV)
  • Portfolio health alerts: runway, missing data, overdue updates
  • LP-ready reporting without the quarterly rebuild
  • Self-serve for GPs, EAs, analysts. No engineering required.

The CFO keeps the data clean. The system makes the CFO faster. You can always ask, or self-serve. Both options, one relationship.

🔌
Data Portability
Switch providers without losing history. Your data is yours: structured, portable, always accessible.
🌐
Multi-Asset Ready
Traditional VC, liquid positions, crypto, stablecoins. Graph Agent adapts to how the world is moving.
🏛
Institutional Standard
Endowments, retirement associations, large family offices. Their LP demands grow as your firm grows.

Graph Agent comes to you, not the other way around.

Whether you're on Slack, Telegram, WhatsApp, Gmail, or Notion, Graph Agent integrates where your firm already operates.

💬 Slack
✈️ Telegram
📱 WhatsApp
📧 Gmail
📝 Notion
🌐 Web Dashboard
📲 Mobile
⚙️ API / MCP

Graph Agent gets smarter every time it is used.

Every firm that adopts agentic capabilities first doesn't just save time: they build a compounding data advantage. Their data gets cleaner with every interaction. Their reporting gets faster every quarter.

The firms that wait are still emailing spreadsheets.

GP asks a question — the system answers and data gets a little cleaner
CFO pulls from a provider — lands structured, validated, and versioned
EA enters an update — system checks it automatically, flags gaps
LP requests a report — generated from live data, not rebuilt from scratch
Graph operates your instance — patterns from across firms make yours better
More usage → better data → better answers → more usage

You could hire two people.
Or you could start today.

The alternative
An AI engineer + a fractional CFO
$600K+/yr

Plus benefits, carry, management overhead, and months of ramp before a single question gets answered.

  • 3–6 months to learn your data and providers
  • No guarantee they'll talk to each other enough
  • You manage both. That's a job in itself.
  • Benefits, payroll, and incentive carry on top
  • Great talent won't start at a small AUM fund
  • Great talent moves up. Knowledge leaves with them.
  • No cross-fund pattern recognition
  • Built from scratch, with no institutional operating baseline
Graph Advisors
Both. One relationship, built from operating inside real funds
One relationship.

Live in weeks. Scales as you grow from fund to firm.

  • CFO who's operated inside institutional funds from day one
  • System built on real venture fund operating patterns
  • Cross-network learning improves your instance
  • Institutional memory lives in the system, not a person
  • Provider-agnostic. No migration, no disruption.
  • When you're ready to hire in-house, Graph Agent onboards them
  • LPs pay you to find companies and steward capital. We handle the rest.

Built from being in the room — where capital actually moves.

SWIS Services With
Integrated Software

This is not another seat license. We focus on outcomes at the intersection of finance and operations, with the latest agentic AI on top.

The managing partners of Graph Advisors have worked inside institutional VC funds, built and launched accelerators, designed and built the back-office systems that have deployed millions of dollars, and spent years working directly with GPs to understand what they actually need.

We've worked across funds representing billions in assets under management. Graph Agent is the system we wished existed when we were doing all of that manually, built for the GPs we've sat across from, and for you.

LPs pay you to do two things: find and invest in venture-scale companies, and be a great steward of their capital. Everything else is away from what you're uniquely suited to do. Abstract running a firm to Graph Agent.

Established providers
Proven reputation, LP comfort
Trusted names your LPs recognize. Great relationships, built for a previous era. Graph Agent works with them today.
Graph Agent
sits on top
of both
Bleeding-edge providers
API access, MCP integration
Built for the AI era: real-time data, programmatic access, agentic integration. Graph Agent connects natively.
$B+
AUM across the institutional funds our team has operated inside
8+
Service provider types unified under one operating layer
0
Providers you need to replace. We work with every system you have.
Data advantage that compounds with every interaction

Every VC firm will have this.
The question is when.

The firms moving first are building a compounding data advantage right now, across every provider, every fund, every LP relationship. Let's show you what that looks like for your firm.