GF
Graphite Financial
✓ On Thesis
Financial Services · New York, NY · 28 employees
Invested March 2023 · Hold Period: 2yr 1mo of 5yr (42%)
Annual Revenue
$4.8M
Active Clients
45
Employees
28
Active Projects
4
Proj. EBITDA Lift
$980K
Investment Thesis
2 On Track 1 At Risk
Build a scalable fractional finance platform for startups. Productize the core service delivery, expand TAM through CPM acquisition, and create recurring SaaS revenue layer on top of services.
Productize service delivery to reduce hours-per-client
Automated 4 recurring deliverables. Down from 12hrs → 7hrs/client/mo.
CPM integration and cross-sell to existing clients
12/45 clients now using CPM services. On pace for 25 by year-end.
Launch SaaS-tier product for standardized reporting
Product design done but engineering capacity constrained post-acquisition.
Organizational Pillars
💰
Finance & AccountingB+
💻
TechnologyC+
📈
Sales & Business DevC+
⚙️
OperationsC
🤝
Client ServicesB-
🔒
Compliance & RiskC+
Key Contacts
AT
Alex Thornton
positive
JL
Jordan Lee
positive
Hold Period
42%
Elapsed
35mo
Remaining
Mar 2023Target: 5yr hold
Sections
Discovery
Org structure, tech stack, transcripts, data flows
Opportunities
AI-scored opportunities with SWOT, ROI, and dependency mapping
Execution
Projects, requirements docs, change management, risk register
Value Creation
Metrics, EBITDA tracker, investment thesis health
Reports
AI-generated exec reports, shareable snapshots, version history