This provider

Venture fund marketer· MOUNT PLEASANT, South Carolina
Venture funds served
44
Managers served
23
Won / lost, 12 months
0 / 1
decisions, one per adviser filing
Marketer · 32Placement agent · 25
As of · the latest filing that names this provider for a venture fund

The service provider's name, 54 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.

What matters now

  1. Lost
    1 fund

    Bitkraft Ventures Management, LLC moved a fund from this provider to Goldman Sachs as marketer.

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

    FactForm ADV filed Mar 27, 2026Open the fund →
  2. 0 / 1
    decisions won / lost

    In the last 12 months advisers moved 0 funds to this provider (0 decisions) and 1 away (1 decision).

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

    DerivedForm ADV and Form D filings, consecutive filings compared

Funds served

44 venture funds on the latest filings, largest reported gross assets first
FundManagerRoleVintageGross assetsLatest filing
Troy Capital Partners Exploration Fund 2024, LPQuid Capital Group Holdings, LLCMarketer2024$2.9BForm ADV Mar 31, 2026 reports.adviserinfo.sec.gov
PSG VI L.P.PSG Equity L.L.C.Marketer2023$2.6BForm ADV Mar 30, 2026 reports.adviserinfo.sec.gov
Redmile Biopharma Investments II, L.P.Redmile GroupPlacement agent2019$661Mdate not on record sec.gov

Managers served

23 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 32 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
Institutional venture firm159
Multi-stage venture firm146
Accelerator51
Not classified31
Private equity with venture activity32
Candidate22

By fund size

FundsManagers
Under $25M64
$25M to $100M1310
$100M to $500M2115
$500M and over43

By manager state

FundsManagers
Texas103
California94
Massachusetts33
Utah31
New York21
Pennsylvania11

Adviser decisions by year

Filing yearWon (funds)Lost (funds)By acquisition
20260 (0)1 (1)none

Where it wins and loses: manager type

WonLost
Multi-stage venture firm01

Fund size

WonLost
$100M to $500M01

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
Mar 30, 2017
Latest filing
Sep 25, 2026
CRD
173366
SEC file number
8-69538

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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