This provider
The service provider's name, 288 additional funds served, 43 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
- Won9 funds
Allos Venture Management Company, Ltd. moved 9 funds to this provider as auditor, from MCM CPAS & ADVISORS.
A new client relationship, first shown on this filing.
- Lost1 fund
Alaya Capital Partners III, LP moved a fund from this provider to TANNER LLC as auditor.
A client that left; the filing names who replaced this provider.
- Won2 funds
Cintrifuse Capital moved 2 funds to this provider as auditor, from RICHEY, MAY & CO., LLP.
A new client relationship, first shown on this filing.
- 3 / 1decisions won / lost
In the last 12 months advisers moved 12 funds to this provider (3 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
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 |
|---|---|---|---|---|---|
| BOW River Capital Software Growth Equity Fund II Qp LP | BOW River Capital | Auditor | unknown | $590M | Form ADV Aug 28, 2026 reports.adviserinfo.sec.gov |
| RT Spx Investment LLC | Rizvi Traverse Management, LLC | Auditor | 2015 | $567M | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
| BOW River Private Equity Fund III LP | BOW River Capital | Auditor | unknown | $556M | Form ADV Aug 28, 2026 reports.adviserinfo.sec.gov |
- BOW River Capital38 funds, $2.0B reported gross assets
- Rizvi Traverse Management, LLC27 funds, $1.1B reported gross assets
- Sandbox Industries5 funds, $856M reported gross assets
- Apr 1, 2026Won Auditor: this provider replaced MCM CPAS & ADVISORS at Allos Ii-Q Limited Partnership and 8 more of the same manager’s funds · Allos Venture Management Company, Ltd.Form ADV, previous Apr 1, 2026 reports.adviserinfo.sec.gov
- Mar 31, 2026Lost Auditor: TANNER LLC replaced this provider at Alaya Capital Partners III LP · Alaya Capital Partners III, LPForm ADV, previous Sep 11, 2025 reports.adviserinfo.sec.gov
- Mar 24, 2026Won Auditor: this provider replaced RICHEY, MAY & CO., LLP at Cintrifuse Early Stage Capital Fund I, LLC and 1 more of the same manager’s funds · Cintrifuse CapitalForm ADV, previous Feb 2, 2026 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 291 venture funds, 1.5% of the venture funds with an auditor on record. Won 11 and lost 3 adviser decisions from 2024 to 2026: a net gain of 8.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 95 | 22 |
| Not classified | 55 | 9 |
| Private equity with venture activity | 45 | 3 |
| Multi-stage venture firm | 32 | 6 |
| Corporate venture | 27 | 1 |
| Micro VC | 16 | 12 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 160 | 44 |
| $25M to $100M | 91 | 40 |
| $100M to $500M | 36 | 23 |
| $500M and over | 4 | 3 |
By manager state
| Funds | Managers | |
|---|---|---|
| Colorado | 61 | 8 |
| Illinois | 56 | 17 |
| Florida | 39 | 2 |
| Ohio | 20 | 3 |
| Michigan | 17 | 6 |
| New York | 8 | 2 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 2 (11) | 1 (1) | none |
| 2025 | 8 (23) | 2 (4) | none |
| 2024 | 1 (4) | 0 (0) | none |
| 2023 | 5 (5) | 0 (0) | none |
| 2022 | 3 (11) | 1 (1) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 2 | 1 |
| Micro VC | 2 | 1 |
| Not classified | 2 | 1 |
| Multi-stage venture firm | 2 | 0 |
| Candidate | 1 | 0 |
| Growth investor | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 3 | 0 |
| $25M to $100M | 2 | 1 |
| $100M to $500M | 6 | 2 |
Manager state
| Won | Lost | |
|---|---|---|
| Ohio | 3 | 0 |
| Colorado | 1 | 1 |
| California | 1 | 0 |
| Illinois | 1 | 0 |
| Michigan | 1 | 0 |
| New York | 1 | 0 |
Loses most often to
- Grant Thornton1 decision, 2 funds
- Armanino1 decision, 2 funds
- TANNER LLC1 decision, 1 fund
Wins most often from
- MCM CPAS & ADVISORS2 decisions, 12 funds
- ELLIOT DAVIS DECOSIMO1 decision, 8 funds
- CliftonLarsonAllen1 decision, 5 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 5, 2012
- Latest filing
- Aug 28, 2026
- PCAOB firm id
- 166
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.