This provider

Venture fund auditor· SAN FRANCISCO, California
Venture funds served
256
Managers served
62
Won / lost, 12 months
1 / 4
decisions, one per adviser filing
Auditor · 256
As of · the latest filing that names this provider for a venture fund

The service provider's name, 253 additional funds served, 118 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

  1. Lost
    1 fund

    Cervin Ventures Management, LLC moved a fund from this provider to Baker Tilly as auditor.

    A client that left; the filing names who replaced this provider.

    FactForm ADV filed Mar 31, 2026Open the fund →
  2. Lost
    1 fund

    Sanderling Management Company, LLC moved a fund from this provider to Baker Tilly as auditor.

    A client that left; the filing names who replaced this provider.

    FactForm ADV filed Mar 31, 2026Open the fund →
  3. Lost
    1 fund

    General Inception Management, LLC moved a fund from this provider to Crowe as auditor.

    A client that left; the filing names who replaced this provider.

    FactForm ADV filed Mar 27, 2026Open the fund →
  4. 1 / 4
    decisions won / lost

    In the last 12 months advisers moved 3 funds to this provider (1 decision) and 6 away (4 decisions).

    One adviser moving many vehicles on one filing is counted as one decision.

    DerivedForm ADV and Form D filings, consecutive filings compared
Funds served
256 venture funds on the latest filings, largest reported gross assets first
Managers served
62 managers; the largest by the gross assets of the funds this provider serves for them
Change history
Funds that moved to or away from this provider, newest filing first; one row per adviser decision
Competitive position
Who it serves, and where advisers move funds to it or away from it

Named as auditor on 256 venture funds, 1.3% of the venture funds with an auditor on record. Won 19 and lost 10 adviser decisions from 2024 to 2026: a net gain of 9.

Who it serves, by manager type

FundsManagers
Multi-stage venture firm1115
Institutional venture firm7422
Micro VC3322
Seed fund manager133
Not classified81
Candidate53

By fund size

FundsManagers
Under $25M16444
$25M to $100M6430
$100M to $500M2710
$500M and over11

By manager state

FundsManagers
California10837
New York963
Nevada61
Connecticut31
Hawaii31
New Mexico32

Adviser decisions by year

Filing yearWon (funds)Lost (funds)By acquisition
20261 (3)4 (6)0 in, 38 out
20259 (20)4 (9)0 in, 2 out
20249 (64)2 (3)none
202316 (25)3 (5)none
20224 (22)2 (12)0 in, 1 out

Where it wins and loses: manager type

WonLost
Institutional venture firm104
Multi-stage venture firm31
Micro VC21
Not classified02
Venture studio11
Candidate01

Fund size

WonLost
Under $25M32
$25M to $100M97
$100M to $500M61
$500M and over10

Manager state

WonLost
California115
New York20
Colorado10
District of Columbia10
Florida10
New Jersey10

Loses most often to

Wins most often from

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), 41 out (112 funds).

Who to call
Managers with a new trigger for an auditor, from the provider opportunity list

The managers to call are listed by name for a reader with the venture graph. See the auditor opportunity list

Filing evidence
First named
Mar 2, 2012
Latest filing
Aug 31, 2026
PCAOB firm id
659

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.

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