This provider
The service provider's name, 326 additional funds served, 84 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
- Lost1 fund
Dynamo Management Company, LLC moved a fund from this provider to Frank, Rimerman + Co. as auditor.
A client that left; the filing names who replaced this provider.
- Lost1 fund
Blockchain Coinvestors Manager, LP moved a fund from this provider to SENSIBA SAN FILIPPO LLP as auditor.
A client that left; the filing names who replaced this provider.
- Lost1 fund
Reign Ventures Management, LLC moved a fund from this provider to WEAVER AND TIDWELL, L.L.P. as auditor.
A client that left; the filing names who replaced this provider.
- 3 / 13decisions won / lost
In the last 12 months advisers moved 24 funds to this provider (3 decisions) and 28 away (13 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 |
|---|---|---|---|---|---|
| Inspired Capital Partners II, L.P. | Inspired Capital Partners, LLC | Auditor | 2021 | $714M | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
| Exor Seeds, LP | Conegliano Ventures, LLC | Auditor | 2018 | $696M | Form ADV Mar 26, 2026 reports.adviserinfo.sec.gov |
| Boxgroup Five, LP | Boxgroup Ventures LLC | Auditor | 2021 | $522M | Form ADV Apr 1, 2026 reports.adviserinfo.sec.gov |
- Boxgroup Ventures LLC6 funds, $2.1B reported gross assets
- Inspired Capital Partners, LLC6 funds, $1.4B reported gross assets
- Conegliano Ventures, LLC2 funds, $958M reported gross assets
- Apr 15, 2026Lost Auditor: Frank, Rimerman + Co. replaced this provider at Dynamo Fund III, LP · Dynamo Management Company, LLCForm ADV, previous Mar 27, 2025 reports.adviserinfo.sec.gov
- Mar 31, 2026Lost Auditor: SENSIBA SAN FILIPPO LLP replaced this provider at Blockchain Coinvestors Early Stage Token Fund LP · Blockchain Coinvestors Manager, LPForm ADV, previous Oct 6, 2025 reports.adviserinfo.sec.gov
- Mar 31, 2026Lost Auditor: WEAVER AND TIDWELL, L.L.P. replaced this provider at Reign Ventures, L.P. · Reign Ventures Management, LLCForm ADV, previous Mar 27, 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 329 venture funds, 1.6% of the venture funds with an auditor on record. Won 15 and lost 32 adviser decisions from 2024 to 2026: a net loss of 17.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 100 | 31 |
| Multi-stage venture firm | 79 | 13 |
| Not classified | 50 | 6 |
| Private equity with venture activity | 39 | 10 |
| Micro VC | 33 | 21 |
| Seed fund manager | 9 | 4 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 181 | 61 |
| $25M to $100M | 110 | 55 |
| $100M to $500M | 34 | 21 |
| $500M and over | 4 | 3 |
By manager state
| Funds | Managers | |
|---|---|---|
| New York | 94 | 29 |
| Florida | 30 | 6 |
| Texas | 26 | 3 |
| Connecticut | 19 | 4 |
| California | 16 | 7 |
| Georgia | 16 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 3 (24) | 13 (28) | none |
| 2025 | 5 (7) | 11 (16) | none |
| 2024 | 7 (13) | 8 (74) | none |
| 2023 | 10 (14) | 2 (2) | none |
| 2022 | 7 (15) | 3 (7) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 4 | 16 |
| Micro VC | 2 | 6 |
| Multi-stage venture firm | 1 | 5 |
| Private equity with venture activity | 4 | 1 |
| Not classified | 2 | 0 |
| Accelerator | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 6 | 7 |
| $25M to $100M | 7 | 13 |
| $100M to $500M | 2 | 12 |
Manager state
| Won | Lost | |
|---|---|---|
| California | 2 | 7 |
| New York | 2 | 6 |
| Florida | 3 | 1 |
| Massachusetts | 0 | 3 |
| Connecticut | 1 | 1 |
| Texas | 2 | 0 |
Loses most often to
- Frank, Rimerman + Co.7 decisions, 11 funds
- BDO5 decisions, 8 funds
- Moss Adams3 decisions, 49 funds
Wins most often from
- PANNELL KERR FOSTER OF TEXAS PC2 decisions, 23 funds
- KPMG2 decisions, 4 funds
- PwC2 decisions, 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 22, 2013
- Latest filing
- Aug 21, 2026
- PCAOB firm id
- 100
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.