This provider
The service provider's name, 31 additional funds served, 13 provider changes
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What matters now
- Lost4 funds
Autotech Management, L.L.C. moved 4 funds from this provider to Frank, Rimerman + Co. as auditor.
A client that left; the filing names who replaced this provider.
- Won5 funds
Firstmile Ventures, LLC moved 5 funds to this provider as auditor, from RICHEY, MAY & CO., LLP.
A new client relationship, first shown on this filing.
- 1 / 1decisions won / lost
In the last 12 months advisers moved 5 funds to this provider (1 decision) and 4 away (1 decision).
One adviser moving many vehicles on one filing is counted as one decision.
DerivedForm ADV and Form D filings, consecutive filings compared
A fund is served when its adviser names this provider in the role on the fund’s latest Form ADV, or names it as a sales compensation recipient on a Form D. Gross assets are the adviser’s own figure on Form ADV; an implausible figure is left out rather than printed.
| Fund | Manager | Role | Vintage | Gross assets | Latest filing |
|---|---|---|---|---|---|
| Alloy Ventures 2005, L.P. | Alloy Ventures | Auditor | 2005 | $74.7M | Form ADV Mar 22, 2022 sec.gov |
| First Beverage Ventures II, L.P. | Fbv-Manager, LLC | Auditor | 2015 | $58.9M | Form ADV Sep 21, 2021 sec.gov |
| CU Healthcare Innovation Fund II, L.P. | CU Healthcare Innovation Management, LLC | Auditor | 2023 | $55.5M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
- CU Healthcare Innovation Management, LLC2 funds, $101M reported gross assets
- Tsvc Management LLC3 funds, $98.4M reported gross assets
- Alloy Ventures13 funds, $92.2M reported gross assets
- Mar 30, 2026Lost Auditor: Frank, Rimerman + Co. replaced this provider at Autotech Fund III, LP and 3 more of the same manager’s funds · Autotech Management, L.L.C.Form ADV, previous Mar 31, 2025 reports.adviserinfo.sec.gov
- Mar 10, 2026Won Auditor: this provider replaced RICHEY, MAY & CO., LLP at PV Ventures II, L.P. and 4 more of the same manager’s funds · Firstmile Ventures, LLCForm ADV, previous Mar 27, 2025 reports.adviserinfo.sec.gov
- Mar 31, 2025Won Auditor: this provider replaced PLANTE & MORAN, PLLC at CU Healthcare Innovation Fund, L.P. and 1 more of the same manager’s funds · CU Healthcare Innovation Management, LLCForm ADV, previous Mar 29, 2024 reports.adviserinfo.sec.gov
A decision is one manager’s filing that names a different provider in the role with none carried over. An acquisition is shown as a succession and never counted as won or lost; two names of one firm family are neither.
Named as auditor on 34 venture funds, 0.2% of the venture funds with an auditor on record. Won 2 and lost 4 adviser decisions from 2024 to 2026: a net loss of 2.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 27 | 7 |
| Micro VC | 3 | 2 |
| Seed fund manager | 1 | 1 |
| Candidate | 1 | 1 |
| Corporate venture | 1 | 1 |
| Private equity with venture activity | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 26 | 10 |
| $25M to $100M | 8 | 6 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 24 | 8 |
| Colorado | 8 | 3 |
| Texas | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 1 (5) | 1 (4) | none |
| 2025 | 1 (2) | 1 (1) | none |
| 2024 | 0 (0) | 2 (40) | none |
| 2023 | 1 (1) | 3 (5) | none |
| 2022 | 1 (21) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 2 | 2 |
| Angel fund or group | 0 | 1 |
| Corporate venture | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 1 | 0 |
| $25M to $100M | 1 | 1 |
| $100M to $500M | 0 | 3 |
Manager state
| Won | Lost | |
|---|---|---|
| California | 0 | 2 |
| Colorado | 2 | 0 |
Loses most often to
- Grant Thornton1 decision, 37 funds
- Frank, Rimerman + Co.1 decision, 4 funds
- Moss Adams1 decision, 3 funds
Wins most often from
- RICHEY, MAY & CO., LLP1 decision, 5 funds
- PLANTE & MORAN, PLLC1 decision, 2 funds
Decisions since 2023 for the breakdowns and the lists, five filing years for the table. One manager’s filing is one decision however many funds it moves. No change to or from this provider is recorded as an acquisition.
The managers to call are listed by name for a reader with the venture graph. See the auditor opportunity list
- First named
- Mar 29, 2012
- Latest filing
- Jul 24, 2026
- PCAOB firm id
- 32
Sources: SEC Form ADV Schedule D (Section 7.B.(1) items 23 to 28) and Form D sales compensation recipients, each row linked to its filing above.
Ask: Which venture funds switched auditor to or away from this provider in the last 12 months?
A provider can be followed from its named record.