Graph Advisors' Super Secret Plan
Just between you and me.
Our mission is to provide Services with integrated Software (SwiS). By working closely with clients we can build software to serve them better. We are starting with VC firms.
Go to Market: Services
Software is eating VC. It is not enough to have access to deals and capital (although both are required for an enduring firm). With limited resources and people, how can VC funds find leverage? The last 20 years of VC this was done by growing AUM to satisfy teams and services to scale - risking focus and thesis drift. It has also meant that new funds and emerging managers have to spend time and cycles on things they are not uniquely great at. Today, funds should hire a Fractional CFO/COO.
The reasons to work with a firm like Graph Advisors are clear; partners who can advise on the best path forward informed by many unique situations, dedicated 1:1 support, seeing across firms for best practices, and an extensive bench of service providers. Spent less, gain more expertise.
Firms need financial services, operational services, and software services to run smoothly - but how can they bring more of these under their own roof?
Build in Market: Software
The seismic shift that AI is bringing to the world is nothing short of incredible. Understanding our super secret master plan is simple; Graph Advisors is going to win providing Services with integrated Software (SwiS).
This means working with clients closely, providing relentlessly good service, then building software products to serve them. We are our own first customer. Coding ourselves out of the job is a goal that is never achieved. We find efficiencies with software everyday. Our second customers are our clients. Our team and more importantly, our clients gain leverage.
Today our efforts are focused on building the best back office foundations for firms. Listening to clients provides a roadmap to what we build next.
The old SaaS way; find a problem and solve it (ideally for yourself), raise money, build a team, scale solution, give up governance with the hope of hyper-scaling and an exit. Pending no exit, lose control/wind down/try again. 🚩 🛑
Iterate or die.
The new way: SwiS. Solve a problem manually, charge a fee, integrate with the existing team to understand their pain. Build software to provide leverage. Lower costs. Build better software. Provide more leverage by handing over solutions to the team. Lower costs. Provide more leverage. ✅ ♾️
Invert. Always invert. - Charlie Munger
We are starting with Service and integrating Software (SwiS). This inversion of Software as a Service (SaaS) to begin with services solves the problem of building first and selling second. We are working hand in hand with clients, then automating parts of the process to streamline operations and leverage LLMs that let us build. Our GTM is SwiS. There is no better sales strategy than forward deployment of consulting inside a company to learn what they need. This is the impossible dream for a sales team; knowing exactly what a customer wants. Understanding their pain points and providing solutions.
Scale in Market: Graph Products
We serve clients. We do so with relentless service. If we see an opportunity to build software to serve them better, we will. Focusing first on service, then on software allows us to work with the best. We want to provide each client with as much leverage as possible to do the things they are uniquely great at using service and software.
Services + Software = Durability.
Build a consulting firm providing relentless service to clients
Build software to provide leverage to Graph and clients
Improve software, reduce costs, provide more leverage, scale to more customers
The Graph Advisors plan is to Go, Build, Scale. We are already on the Go, - serving incredible clients in the VC, Investor, and Startup markets. We have already started to build custom software and AI solutions to provide even more leverage. Soon we will scale products to serve the next N+1 customers.