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.

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.

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.

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.

Recapping a webinar with Graph Advisors on going from Fund I to Fund II.