This provider
The service provider's name, 291 additional funds served, 66 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
- Won1 fund
3spoke Management, LLC moved a fund to this provider as auditor, from BDO.
A new client relationship, first shown on this filing.
- Won1 fund
Transpose Platform BOV II Cayman, L.P. moved a fund to this provider as auditor, from RSM.
A new client relationship, first shown on this filing.
- 13 / 7decisions won / lost
In the last 12 months advisers moved 33 funds to this provider (13 decisions) and 43 away (7 decisions).
One adviser moving many vehicles on one filing is counted as one decision.
DerivedForm ADV and Form D filings, consecutive filings compared - Lost27 funds
Adit Ventures Management, LLC moved 27 funds from this provider to WEAVER AND TIDWELL, L.L.P. as auditor.
A client that left; the filing names who replaced this provider.
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 |
|---|---|---|---|---|---|
| Prosecco Capital I, LP | Z2 Investment Management, LP | Auditor | 2022 | $759M | Form ADV Mar 28, 2024 sec.gov |
| Tacora Capital II, LP | Tacora Capital Management, LP | Auditor | unknown | $701M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| Tacora Capital, LP | Tacora Capital Management, LP | Auditor | unknown | $681M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
- Tacora Capital Management, LP4 funds, $1.4B reported gross assets
- Rethink Capital Partners, LLC9 funds, $969M reported gross assets
- Z2 Investment Management, LP2 funds, $859M reported gross assets
- May 22, 2026Won Auditor: this provider replaced BDO at 3spoke Capital III, LP · 3spoke Management, LLCForm ADV, previous Apr 6, 2026 reports.adviserinfo.sec.gov
- Mar 31, 2026Lost Auditor: WEAVER AND TIDWELL, L.L.P. replaced this provider at Vista Holdings Spv Qp, LP and 26 more of the same manager’s funds · Adit Ventures Management, LLCForm ADV, previous May 14, 2025 reports.adviserinfo.sec.gov
- Mar 31, 2026Won Auditor: this provider replaced RSM at Transpose Platform BOV II Cayman, L.P.Form ADV, previous Nov 28, 2025 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 294 venture funds, 1.5% of the venture funds with an auditor on record. Won 24 and lost 13 adviser decisions from 2024 to 2026: a net gain of 11.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 93 | 28 |
| Private equity with venture activity | 48 | 13 |
| Not classified | 39 | 8 |
| Candidate | 33 | 15 |
| Multi-stage venture firm | 24 | 6 |
| Growth investor | 18 | 2 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 160 | 58 |
| $25M to $100M | 78 | 52 |
| $100M to $500M | 52 | 34 |
| $500M and over | 4 | 3 |
By manager state
| Funds | Managers | |
|---|---|---|
| New York | 88 | 24 |
| California | 46 | 19 |
| Texas | 20 | 5 |
| Wisconsin | 16 | 2 |
| Tennessee | 13 | 3 |
| Massachusetts | 10 | 2 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 13 (33) | 6 (41) | none |
| 2025 | 3 (4) | 4 (6) | none |
| 2024 | 8 (29) | 3 (4) | none |
| 2023 | 8 (42) | 0 (0) | none |
| 2022 | 2 (2) | 2 (2) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 9 | 3 |
| Not classified | 7 | 5 |
| Micro VC | 1 | 3 |
| Private equity with venture activity | 2 | 1 |
| Corporate venture | 2 | 0 |
| Multi-stage venture firm | 2 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 3 | 5 |
| $25M to $100M | 9 | 3 |
| $100M to $500M | 12 | 5 |
Manager state
| Won | Lost | |
|---|---|---|
| California | 9 | 1 |
| Tennessee | 4 | 1 |
| New York | 2 | 2 |
| Colorado | 0 | 1 |
| Connecticut | 0 | 1 |
| Georgia | 0 | 1 |
Loses most often to
- RSM2 decisions, 9 funds
- O'CONNOR DAVIES, LLP2 decisions, 2 funds
- WEAVER AND TIDWELL, L.L.P.1 decision, 27 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
- Jan 30, 2013
- Latest filing
- Aug 28, 2026
- PCAOB firm id
- 596
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.