TOOLS & WORKSHOPS

Resources

A curation of free and downloadable tools developed by Graph Advisors for VC operations.

VC Fund Structure Overview and Guide

Understand the key entities involved in setting up a VC fund, including LP, GP, and Management Companies

Download

Early Stage Financial Model

Financial model to answer key operating questions, craft narrative, and understand company finances

Download

Investment Memo from a voice note

Record your thoughts to a voice note and have a beautifully written deal memo written

Download

Diligence Dataroom checklist

Get your fundraising in order for emerging and experienced managers

Download

VC Fund Investment Tracker

Foundation for the fund’s quarterly and annual operating cadence

Download

VC Fundraising CRM + Pipeline Manager

This essential checklist is tailor-made to help you wrap up the quarter

Download

QSBS eligibility calculator

Optimize for QSBS treatment and understand eligibility on investments

Download

Health + Performance Checklist

This essential checklist is tailor-made to help you wrap up the quarter

Download

Replays and slides from previous workshops.

2024 - End of Year VC Fund Review
December 19, 2024

Graph Advisors and Ross Law Group came together again for an end of year Health and Performance ReviewFor VC funds - this is the perfect way to end the year by staying organized, preparing for the year ahead, and understanding the regulatory and legal happenings related to funds in 2025

Going from Fund I to Fund II, with Graph Advisors
February 28, 2024

Graph Advisors hosted a session on how to go from fund to firm. The session was focused on giving you approaches and tools to deliver on the goals for managers actively raising beyond fund 1.

2023 - End of Year VC Fund Review
December 15, 2023

Ending 2023 with Graph Advisors and Ross Law Group coming together to discuss the WHAT and the WHY review of your firm at the end of the year is a good idea.

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