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Graphite Financial
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Strategic financial modeling for high-growth startups
Graphite Financial
Work Here?
Strategic financial modeling for high-growth startups
About Graphite Financial
Industries
Data & Analytics
Consulting
Financial Services
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
New York City, New York
Founded
2016
Overview
Graphite Financial provides tailored financial modeling and management reporting for high-growth companies, focusing on startups and firms scaling from 2 to 2,000 employees. It builds and refines financial models, defines KPIs and unit economics, and supports long-term strategic planning with board-ready reporting. The company differentiates itself by being born out of a venture capital fund, offering deep insight into growth-stage needs and investor perspectives, with specialist emphasis on strategic modeling rather than general accounting. Its goal is to help founders and leadership focus on growth while keeping credible financial models and clear strategic direction that satisfy boards and investors.
Simplify's Take
What believers are saying
- Successful M&A integration (Furey, CPM) enables market consolidation replication strategy.
- Red Iron Group backing provides growth capital for technology and geographic expansion.
- Cross-vertical expertise across SaaS, e-commerce, fintech unlocks cross-selling opportunities.
What critics are saying
- VC funding winter directly contracts client budgets; 60-80% probability within 18 months.
- AI-driven competitors (Pilot, Brex) embed financial modeling, undercutting Graphite's differentiation.
- Client maturation triggers in-house CFO hires, eliminating fractional service demand.
What makes Graphite Financial unique
- VC-fund origins create founder trust and early-stage startup acquisition moat.
- Full-stack finance platform post-Furey and CPM acquisitions expands wallet capture.
- Financial Health Dashboard proprietary technology differentiates from commoditized accounting software.
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Benefits
Health Insurance
401(k) Company Match
Unlimited Paid Time Off
Professional Development Budget
Flexible Work Hours
Company News
Graphite Financial has acquired Furey to enhance its finance, tax, and accounting services for startups. This strategic move combines Graphite's expertise with Furey's operational strengths, creating a comprehensive finance platform. The acquisition expands Graphite's client base, talent pool, and geographic presence, reinforcing its position in sectors like SaaS, e-commerce, and fintech. Graphite's clients have raised over $1 billion in funding.
Graphite created a Financial Health Dashboard that serves as a launchpad to help founders tell their stories.
Graphite Financial, a New York-based outsourced strategic finance and accounting company, received an investment from Red Iron Group.The amount of the deal was not disclosed.The company intends to use the funds to further expand its service portfolio with financial reporting, planning and analytics capabilities.Led by Paul Bianco, Founder and CEO, Graphite Financial is an outsourced strategic finance and accounting partner for early-stage and growth-stage businesses. Core services include bookkeeping, accounting, strategic finance and CFO-level advisory services to high-growth companies across sectors including SaaS, eCommerce, Web3, Fintech, Healthcare, Education, CPG, and Manufacturing. In connection with this announcement, Red Iron and Graphite also announced its acquisition of CPM Advisory Group, with CPM’s business to be combined with Graphite. The three firms came together around a unified vision for driving Graphite’s continued rapid expansion with enhanced investment in services, technology solutions and capabilities for its national client base.The acquisition of CPM will further expand its service portfolio with financial reporting, planning and analytics capabilities.Going forward, the combined business will continue to be led by Paul Bianco, Founder and CEO of Graphite, and both the Graphite and CPM teams will remain shareholders alongside Red Iron Group. As part of these transactions, Chris Mossa, Founder and CEO of CPM, has made a significant investment in the combined business and has joined Graphite’s executive team.FinSMEs31/05/2023
Graphite Financial is Hiring for 5 Jobs on Simplify!
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About Graphite Financial
Industries
Data & Analytics
Consulting
Financial Services
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
New York City, New York
Founded
2016
Graphite Financial is Hiring for 5 Jobs on Simplify!
Find jobs on Simplify and start your career today