This provider
The service provider's name, 204 additional funds served, 55 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
- Lost2 funds
Pravati Capital LLC moved 2 funds from this provider to COHEN & COMPANY, LTD. as auditor.
A client that left; the filing names who replaced this provider.
- Won2 funds
Lifesci Venture Management, LLC moved 2 funds to this provider as auditor, from Marcum.
A new client relationship, first shown on this filing.
- Won2 funds
Gotham Green Partners, LLC moved 2 funds to this provider as auditor, from CohnReznick.
A new client relationship, first shown on this filing.
- 10 / 1decisions won / lost
In the last 12 months advisers moved 15 funds to this provider (10 decisions) and 2 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 |
|---|---|---|---|---|---|
| Spark Capital Growth Fund IV, L.P. | Spark Capital | Auditor | 2022 | $3.7B | Form ADV Mar 27, 2026 reports.adviserinfo.sec.gov |
| Fund 5.1 | Greylock Partners | Auditor | 2014 | $3.6B | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| Fund 6.1 | Greylock Partners | Auditor | 2017 | $3.0B | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
- Spark Capital14 funds, $15B reported gross assets
- Greylock Partners17 funds, $10B reported gross assets
- Volition Capital LLC5 funds, $2.3B reported gross assets
- Apr 7, 2026Lost Auditor: COHEN & COMPANY, LTD. replaced this provider at Pravati Investment Master Fund V LP and 1 more of the same manager’s funds · Pravati Capital LLCForm ADV, previous Mar 31, 2025 reports.adviserinfo.sec.gov
- Apr 2, 2026Won Auditor: this provider replaced Marcum at Lifesci Venture Partners III, LP and 1 more of the same manager’s funds · Lifesci Venture Management, LLCForm ADV, previous Apr 8, 2025 reports.adviserinfo.sec.gov
- Mar 31, 2026Won Auditor: this provider replaced CohnReznick at Gotham Green Fund 1, L.P. and 1 more of the same manager’s funds · Gotham Green Partners, LLCForm ADV, previous Mar 4, 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 207 venture funds, 1.0% of the venture funds with an auditor on record. Won 28 and lost 7 adviser decisions from 2024 to 2026: a net gain of 21.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 128 | 28 |
| Multi-stage venture firm | 40 | 10 |
| Seed fund manager | 11 | 5 |
| Micro VC | 11 | 4 |
| Candidate | 7 | 3 |
| Not classified | 4 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 90 | 35 |
| $25M to $100M | 53 | 30 |
| $100M to $500M | 44 | 24 |
| $500M and over | 20 | 5 |
By manager state
| Funds | Managers | |
|---|---|---|
| Massachusetts | 96 | 19 |
| New York | 46 | 13 |
| California | 16 | 6 |
| Rhode Island | 10 | 2 |
| Texas | 10 | 1 |
| Connecticut | 4 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 9 (14) | 1 (2) | none |
| 2025 | 19 (55) | 3 (14) | none |
| 2024 | 0 (0) | 3 (6) | none |
| 2023 | 2 (3) | 1 (1) | none |
| 2022 | 0 (0) | 1 (1) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 13 | 0 |
| Not classified | 2 | 5 |
| Seed fund manager | 4 | 0 |
| Multi-stage venture firm | 2 | 1 |
| Corporate venture | 1 | 1 |
| Micro VC | 2 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 4 | 1 |
| $25M to $100M | 8 | 3 |
| $100M to $500M | 15 | 3 |
| $500M and over | 1 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| New York | 10 | 0 |
| California | 2 | 1 |
| Massachusetts | 3 | 0 |
| Pennsylvania | 2 | 0 |
| Florida | 1 | 0 |
| Missouri | 0 | 1 |
Loses most often to
- Grant Thornton2 decisions, 3 funds
- Citrin Cooperman1 decision, 12 funds
- Deloitte1 decision, 2 funds
Wins most often from
- Marcum19 decisions, 49 funds
- WithumSmith+Brown2 decisions, 5 funds
- BDO2 decisions, 4 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 29, 2012
- Latest filing
- Aug 25, 2026
- PCAOB firm id
- 199
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.