Collection

Graph Advisors

Tools provided by Graph Advisors, a firm that provides services and tools to help venture capital funds and allocators develop operational excellence.

From raising a fund to building a venture capital firm
From raising a fund to building a venture capital firm
Recapping a webinar with Graph Advisors on going from Fund I to Fund II.
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Data Room Checklist
Data Room Checklist
for emerging managers
Free
5.0
(2)
by
Graph Advisors
A free Google Doc or Notion Page template and checklist to help emerging venture capital managers provide a data room to prospective investors with materials that explain what they are doing, fulfill the needs of the diligent LP, and organize things for an easier process.
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QSBS Eligibility Tracker and Calculator
QSBS Eligibility Tracker and Calculator
for venture investors
Free
by
Graph Advisors
A free Google Sheet to help investors identify and track qualified small business stock (QSBS) eligibility and calculate potential tax savings across a portfolio of venture investments.
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Venture Fund Health and Performance Checklist
Venture Fund Health and Performance Checklist
for emerging managers
Free
by
Graph Advisors
A free Google Doc or Notion Page template and checklist to help emerging venture capital managers prepare for the year-end and coming first quarter of the new fund year, with a list of information to collect and organize for compliance, investment strategy review, and communication with LPs.
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Venture Investment Tracker
Venture Investment Tracker
airtable CRM
Free
5.0
(3)
by
Graph Advisors
Airtable base for tracking venture investment pipeline, due diligence, and portfolio company information. LP Quarterly Update Writer helps you easily create and edit portfolio company updates and quarterly letters to Limited Partners.
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