This provider
The service provider's name, 71 additional funds served, 9 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
- Lost1 fund
AG Dillon Asset Management LP moved a fund from this provider to Citrin Cooperman as auditor.
A client that left; the filing names who replaced this provider.
- Won1 fund
AG Dillon Asset Management LP moved a fund to this provider as auditor, from Citrin Cooperman.
A new client relationship, first shown on this filing.
- Won1 fund
Soje Capital, LLC moved a fund to this provider as auditor, from O'CONNOR DAVIES, LLP.
A new client relationship, first shown on this filing.
- 3 / 2decisions won / lost
In the last 12 months advisers moved 3 funds to this provider (3 decisions) and 2 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
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 |
|---|---|---|---|---|---|
| Cyberstarts Venture Fund I, L.P. | Cyberstarts Venture Fund Ltd | Auditor | 2018 | $1.5B | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
| Cyberstarts Opportunity Fund, L.P. | Cyberstarts Venture Fund Ltd | Auditor | 2022 | $980M | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
| Cyberstarts Venture Fund II, L.P. | Cyberstarts Venture Fund Ltd | Auditor | unknown | $773M | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
- Cyberstarts Venture Fund Ltd5 funds, $3.6B reported gross assets
- TLV Partners Management Ltd4 funds, $715M reported gross assets
- TLV Partners4 funds, $630M reported gross assets
- Jul 24, 2026Lost Auditor: Citrin Cooperman replaced this provider at KC Vc 2, LP · AG Dillon Asset Management LPForm ADV, previous Jun 5, 2026 reports.adviserinfo.sec.gov
- Apr 8, 2026Won Auditor: this provider replaced Citrin Cooperman at KC Vc 2, LP · AG Dillon Asset Management LPForm ADV, previous Mar 31, 2026 reports.adviserinfo.sec.gov
- Apr 1, 2026Won Auditor: this provider replaced O'CONNOR DAVIES, LLP at Hinsdale Limited Liability Company · Soje Capital, LLCForm ADV, previous Mar 31, 2025 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 74 venture funds, 0.4% of the venture funds with an auditor on record. Won 3 and lost 3 adviser decisions from 2024 to 2026: even.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 35 | 5 |
| Multi-stage venture firm | 20 | 6 |
| Candidate | 4 | 2 |
| Corporate venture | 4 | 1 |
| Not classified | 4 | 2 |
| Private equity with venture activity | 3 | 2 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 43 | 13 |
| $25M to $100M | 20 | 13 |
| $100M to $500M | 8 | 6 |
| $500M and over | 3 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| New York | 33 | 3 |
| California | 6 | 3 |
| Wyoming | 3 | 1 |
| Florida | 2 | 1 |
| Oregon | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 3 (3) | 2 (2) | none |
| 2025 | 0 (0) | 1 (1) | none |
| 2023 | 1 (2) | 0 (0) | none |
| 2022 | 2 (4) | 1 (1) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 1 | 2 |
| Micro VC | 1 | 0 |
| Private equity with venture activity | 0 | 1 |
| Not classified | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 2 | 3 |
| $25M to $100M | 1 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| New York | 1 | 2 |
| California | 0 | 1 |
Loses most often to
- Citrin Cooperman2 decisions, 2 funds
- Frank, Rimerman + Co.1 decision, 1 fund
Wins most often from
- O'CONNOR DAVIES, LLP2 decisions, 2 funds
- Citrin Cooperman1 decision, 1 fund
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 27, 2018
- Latest filing
- Jun 5, 2026
- PCAOB firm id
- 217
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.