This provider

Venture fund marketer· NEW YORK, New York
Venture funds served
30
Managers served
16
Won / lost, 12 months
0 / 0
decisions, one per adviser filing
Marketer · 24Placement agent · 12
As of · the latest filing that names this provider for a venture fund

The service provider's name, 33 additional funds served

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Nothing material in the last 365 days.

Funds served

30 venture funds on the latest filings, largest reported gross assets first
FundManagerRoleVintageGross assetsLatest filing
Collective Global Fund I, L.P.Collective Global Management, L.P.Marketer2023$300MForm ADV Mar 30, 2026 reports.adviserinfo.sec.gov
Volta Energy Storage Fund II, LPVolta Energy Technologies, LLCMarketer2023$136MForm ADV Mar 31, 2026 reports.adviserinfo.sec.gov
Hunterbrook Master Fund LPHunterbrook Capital LPPlacement agent2024$114MForm D Mar 18, 2025 sec.gov

Managers served

16 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 marketer on 24 venture funds, 0.1% of the venture funds with a marketer on record. Won 0 and lost 1 adviser decisions from 2024 to 2026: a net loss of 1.

Who it serves, by manager type

FundsManagers
Not classified83
Institutional venture firm65
Corporate venture52
Multi-stage venture firm52
Candidate31
Private equity with venture activity33

By fund size

FundsManagers
Under $25M107
$25M to $100M76
$100M to $500M139

By manager state

FundsManagers
New York105
Illinois32
California11
Connecticut11
Massachusetts11
Pennsylvania11

Adviser decisions by year

Filing yearWon (funds)Lost (funds)By acquisition
20240 (0)1 (1)none
20221 (1)0 (0)none

Where it wins and loses: manager type

WonLost
Multi-stage venture firm01

Fund size

WonLost
Under $25M01

Manager state

WonLost
New York01

Loses most often to

Wins most often from

No adviser moved a fund to this provider in the last three years.

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.

Who to call

Managers with a new trigger for a placement agent, from the provider opportunity list

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

Filing evidence

First named
Aug 13, 2014
Latest filing
Sep 4, 2026
CRD
118913
SEC file number
8-53699

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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