This provider
The service provider's name, 2,505 additional funds served, 150 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
Dynamo Management Company, LLC moved a fund to this provider as auditor, from WithumSmith+Brown.
A new client relationship, first shown on this filing.
- Won1 fund
Camford Capital Management, LLC moved a fund to this provider as auditor, from BDO.
A new client relationship, first shown on this filing.
- Won4 funds
Friends & Family Capital Management, LLC moved 4 funds to this provider as auditor, from RSM.
A new client relationship, first shown on this filing.
- 16 / 8decisions won / lost
In the last 12 months advisers moved 30 funds to this provider (16 decisions) and 24 away (8 decisions).
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 |
|---|---|---|---|---|---|
| C2023 Investments LP | Ccmco L.L.C. | Auditor | 2024 | $4.3B | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| C2 Investments LP | Ccmco L.L.C. | Auditor | 2022 | $4.0B | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| Ribbit Capital III, LP | Ribbit Capital | Auditor | 2016 | $3.6B | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
- Ribbit Capital76 funds, $20B reported gross assets
- Ccmco L.L.C.6 funds, $9.9B reported gross assets
- DBL Partners7 funds, $8.8B reported gross assets
- Apr 15, 2026Won Auditor: this provider replaced WithumSmith+Brown at Dynamo Fund III, LP · Dynamo Management Company, LLCForm ADV, previous Mar 27, 2025 reports.adviserinfo.sec.gov
- Apr 2, 2026Won Auditor: this provider replaced BDO at Camford Capital, LP · Camford Capital Management, LLCForm ADV, previous Jun 27, 2024 reports.adviserinfo.sec.gov
- Mar 31, 2026Won Auditor: this provider replaced RSM at Yukon River Capital, LLC and 3 more of the same manager’s funds · Friends & Family Capital Management, LLCForm ADV, previous Jun 3, 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 2,508 venture funds, 12.5% of the venture funds with an auditor on record. Won 51 and lost 37 adviser decisions from 2024 to 2026: a net gain of 14.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 1,086 | 256 |
| Multi-stage venture firm | 878 | 96 |
| Micro VC | 131 | 92 |
| Seed fund manager | 106 | 28 |
| Not classified | 85 | 6 |
| Corporate venture | 81 | 7 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 1,195 | 299 |
| $25M to $100M | 737 | 362 |
| $100M to $500M | 503 | 219 |
| $500M and over | 73 | 40 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 1,279 | 244 |
| New York | 182 | 40 |
| Texas | 60 | 14 |
| Florida | 52 | 12 |
| Colorado | 49 | 8 |
| Massachusetts | 24 | 9 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 16 (30) | 7 (23) | 0 in, 1 out |
| 2025 | 16 (113) | 16 (38) | none |
| 2024 | 19 (78) | 14 (33) | none |
| 2023 | 15 (54) | 25 (95) | none |
| 2022 | 10 (15) | 8 (9) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 31 | 16 |
| Multi-stage venture firm | 9 | 9 |
| Seed fund manager | 3 | 4 |
| Micro VC | 2 | 3 |
| Private equity with venture activity | 4 | 0 |
| Not classified | 1 | 3 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 7 | 7 |
| $25M to $100M | 17 | 18 |
| $100M to $500M | 24 | 11 |
| $500M and over | 4 | 1 |
Manager state
| Won | Lost | |
|---|---|---|
| California | 16 | 16 |
| New York | 7 | 1 |
| Florida | 3 | 0 |
| Massachusetts | 2 | 1 |
| Texas | 1 | 2 |
| Maryland | 2 | 0 |
Loses most often to
- WEAVER AND TIDWELL, L.L.P.7 decisions, 20 funds
- BDO6 decisions, 20 funds
- Moss Adams5 decisions, 10 funds
Wins most often from
- BDO13 decisions, 52 funds
- WithumSmith+Brown7 decisions, 11 funds
- SENSIBA SAN FILIPPO LLP6 decisions, 12 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. By acquisition (a succession, never counted as won or lost): 0 in (0 funds), 1 out (3 funds).
The managers to call are listed by name for a reader with the venture graph. See the auditor opportunity list
- First named
- Feb 16, 2012
- Latest filing
- Aug 31, 2026
- PCAOB firm id
- 1506, 156, 1569, 1596, 1608, 1695, 1956, 900010
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.