VC Fund Deal CRM and Pipeline Investment Tracker PRO (LP Quarterly Update Creator)

Graph Advisors works with VCs providing Fractional CFO and Fractional COO support for managers.

The VC Fund Deal CRM and Pipeline Investment Tracker: LP Quarterly Update Edition is a easy way to provide LPs with quarterly reporting about each portfolio company with the latest valuation, investment, team, overview, and ownership information.

By using our VC Fund Deal CRM in Airtable you can easily create a one page quarterly update report for LPs.

Imagine having an updated and accurate view of each portfolio company at your fingertips each quarter for LPs. This tool also provides a LP quarterly letter writer, providing updates related to the firm and fund and material updates about portfolio companies.

The "one pager" portfolio view