Graph Advisors' Super Secret Plan
Talks about integrated software services (SwiS), venture capital (VC) and financial services
Graph Advisors solvs financial and operational challenges for VC funds, startups, and family offices. We provide fractional CFO and COO services, build custom software, and generally solve problems. Our model combines hands-on execution with long-term infrastructure, helping firms grow with clarity, compliance, and confidence. From fund setup to investor reporting, from back-office systems to board-ready strategy—we help clients operate like firms, not just funds.
Fractional COO & Executive Coach
I started a directory of talented consultants who work fractionally.
Investing in founders
Fund operations and investing in great founders - strong focus on the crypto asset ecosystem.
At Expa, I served as both an operator and investor. As an investor I built and ran the accelerator program investing in early stage startups - $250K-$500K investments. As a COO-in-Residence I worked directly with companies Expa started. I worked hands-on with founders to build, scale, and operationalize startups across the portfolio.
Expa Labs is a program for early stage companies.
As COO at Current, I helped transform the idea into a fully operational company. Backed early by Expa, we worked closely with the founding team to build the core organization—hiring the team, developing the product, creating foundational playbooks, establishing budgets, and launching the go-to-market strategy. As both an operator and investor, I focused on building the infrastructure and execution needed to scale beyond the incubation phase.
Current is a premier U.S. fintech platform dedicated to empowering Americans in their pursuit of a brighter financial future.
Raised $402,400,000.00 from Tiger Global Management, Expa, Wellington Management, Elizabeth Street Ventures, Avenir, Invus Opportunities, Andreessen Horowitz, Foundation Capital, TQ Ventures and Sapphire Ventures.
Invested in Foursquare while at USV, then went 10-300 people First BD/Sales hire and built out revenue team Built the team, launched the product (Pinpoint) and generated scalable revenue.
www.usv.com Looked at early stage technology companies that matched the firms thesis. Worked on diligence and investing in current portfolio companies, interfaced with limited partners, and helped with the overall day to day tasks of running the firm. Worked on: -Optimizing partners time -Portfolio communication and collaboration -Deal Structure Analysis -Due Diligence -Research/Market Awareness -Quarterly and Annual Reporting -LP management -CEO summits and annual meetings
Union Square Ventures is a venture capital firm that focuses on early-stage, growth-capital, late-stage, and startup financing.
Startup that scaled from 20-100 people then sold to IPG. Managed search engine accounts and 7 figure PPC campaigns
Reprise is re/creating digital marketing to finally work like it should.
Talks about integrated software services (SwiS), venture capital (VC) and financial services
Talks about forcing functions, startups and venture capital
Talks about MVP (Minimum Viable Product), NVP (Non-Viable Product) and startup growth
Talks about VC fund structure, Limited Partnership (LP) and General Partner (GP)