Value Creation — Graphite Financial

Tracking EBITDA impact, thesis progress, and key operational metrics.

Value Created (YTD)

$320K

EBITDA + revenue impact

Projected EBITDA Lift

$980K

From identified opportunities

Overall Score

71/100

Grade: C-

Thesis Health

✓ On Track

2/3 thesis points on track

Key Performance Metrics

Investment Thesis Progress

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

✓ On Track

Automated 4 recurring deliverables. Down from 12hrs → 7hrs/client/mo.

Tracking: Hours per client per month

CPM integration and cross-sell to existing clients

✓ On Track

12/45 clients now using CPM services. On pace for 25 by year-end.

Tracking: Cross-sell penetration rate

Launch SaaS-tier product for standardized reporting

⚠ At Risk

Product design done but engineering capacity constrained post-acquisition.

Tracking: SaaS tier MRR