This provider

Venture fund administrator· SAN FRANCISCO, California
Venture funds served
65
Managers served
14
Won / lost, 12 months
0 / 2
decisions, one per adviser filing
Administrator · 65
As of · the latest filing that names this provider for a venture fund

The service provider's name, 62 additional funds served, 11 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
    6 funds

    Point Bridge Capital, LLC moved 6 funds from this provider to Apex Group as administrator.

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

    FactForm ADV filed Mar 26, 2026Open the fund →
  2. Lost
    1 fund

    8090 Industries LLC moved a fund from this provider to Carta as administrator.

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

    FactForm ADV filed Feb 10, 2026Open the fund →
  3. 0 / 2
    decisions won / lost

    In the last 12 months advisers moved 0 funds to this provider (0 decisions) and 7 away (2 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
65 venture funds on the latest filings, largest reported gross assets first
Managers served
14 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 administrator on 65 venture funds, 0.1% of the venture funds with an administrator on record. Won 0 and lost 5 adviser decisions from 2024 to 2026: a net loss of 5.

Who it serves, by manager type

FundsManagers
Multi-stage venture firm314
Micro VC183
Institutional venture firm134
Corporate venture11
Candidate11
Private equity with venture activity11

By fund size

FundsManagers
Under $25M6113
$25M to $100M43

By manager state

FundsManagers
New York162
California152
Texas141
Tennessee11
Virginia11
Washington11

Adviser decisions by year

Filing yearWon (funds)Lost (funds)By acquisition
20260 (0)2 (7)none
20250 (0)2 (46)none
20240 (0)1 (1)none
20232 (3)1 (1)none
20220 (0)2 (14)none

Where it wins and loses: manager type

WonLost
Multi-stage venture firm02
Institutional venture firm01
Syndicate platform01
Not classified01

Fund size

WonLost
Under $25M03
$25M to $100M02

Manager state

WonLost
New York02
California01
Texas01

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 an administrator, from the provider opportunity list

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

Filing evidence
First named
Jul 10, 2020
Latest filing
Jul 28, 2026

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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