This provider
The service provider's name
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
About this sectionA 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 |
|---|---|---|---|---|---|
| Novus Ventures II, LP | Novus Ventures | Auditor | unknown | $23.9M | Form ADV Mar 29, 2012 sec.gov |
| CVP 2008 LP | Cardinal Venture Capital | Auditor | 2008 | not reported | Form ADV Dec 16, 2016 sec.gov |
Managers served
- Novus Ventures1 fund, $23.9M reported gross assets
- Cardinal Venture Capital1 fund
Change history
- Mar 28, 2013Lost Auditor: Moss Adams replaced this provider at Flywheel II, LP and 1 more of the same manager’s funds · Flywheel Ventures, LLCForm ADV, previous Mar 29, 2012 sec.gov
- Mar 19, 2013Lost Auditor: Moss Adams replaced this provider at Acero Capital, L.P. · Acero CapitalForm ADV, previous Oct 18, 2012 sec.gov
Competitive position
About this sectionA 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 2 venture funds, 0.0% of the venture funds with an auditor on record. No adviser has switched to or away from this provider on the filings read.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 1 | 1 |
| Micro VC | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 2 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 2 | 2 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
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
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 28, 2012
- Latest filing
- Dec 16, 2016
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 and follow
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.