A Fractional CFO & Financial Health Dashboard to Help You Operate
Your Graphite CFO and finance team will be seasoned finance professionals with years of experience helping startups raise, grow and scale. Whether you need a financial model built and maintained, help fundraising, or just general fractional CFO support, we have you covered.
- Fractional CFO
- Financial Health Dashboard
- Refine Chart of Accounts
- Fundraising Support
- Financial Reporting
- Budgeting
- Financial Model Build
- Scenario Analysis
- Forecasting
- Diligence Assistance
- Board Meeting Preparation
- Ad Hoc Support
List of Services:
Fractional CFO
Refine Chart of Accounts
Financial Health Dashboard
Fundraising Support
Financial Reporting
Budgeting
Financial Model Build
Scenario Analysis
Forecasting
Diligence Assistance
Board Meeting Preparation
Ad Hoc Support
How it Works
We are your long-term growth FP&A and/or CFO partner. With most other fractional CFO firms, their teams are working with 20, 30….sometimes up to 50 clients at a time. We are the opposite side of the spectrum. At Graphite, the finance team or CFO we allocate to you is only working with a handful of clients at a time, so they can be high-touch and very embedded in your company, just like an in-house CFO would.
Financial Health Dashboard
Your finance team takes a thorough deep dive into your business operations and creates a customized financial model & financial health dashboard.
Fundraising Support
We help you keep clean, audit-ready books, provide you robust financial reporting, and help you through things like raising money, dealing with your board, etc.
We Scale With You
We act as your full-service finance firm, growing with you over time…we’ve yet to meet our match in terms of scale.
Long Term Partner
We become your long-term CFO support, helping you grow your startup and eventually helping you through your exit.
Graphite was quite literally the best value add service I have received from any investor. I can’t recommend them enough.
— Rami Essaid, Founder, Distil Networks
Our Leadership
Jocelyn Wilson
COO
15+ years of accounting & operations experience in both public accounting & private startups
Chris Mossa
Chief Strategy Officer
Former Founder & CEO at CPM Advisory, CFO at Advizr, Investor in multiple early-stage startups
Benjamin Friedman
Head of Customer Success
20+ years’ ops & finance experience with fast-growing companies, including five successful M&As
Sean Bies
Managing Director, Client Services
Experienced Controller working with eCommerce startups and fortune 500 companies
Sam Patel
Managing Director, Client Services
Accomplished Controller, 15+ years accounting experience
Heather Stein
Managing Director, Finance
20+ year accounting & finance experience providing business insight in growth environments
Locations: NYC HQ / Clients around the world
With team members across the country and clients worldwide, we cast a wide net.
What We Do | Services | Our Team | Financial Model | Partnerships | Careers | Resources | Disclaimer | Privacy Policy | Contact
GRAPHITE FINANCIAL | 228 PARK AVE S #85447 NEW YORK, NY 10003, UNITED STATES | HELLO@GRAPHITEFINANCIAL.COM
© Copyright 2016 - 2024