This provider
The service provider's name, 118 additional funds served, 8 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.
Nothing material in the last 365 days.
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 |
|---|---|---|---|---|---|
| Technology Operators Fund III, LP | Techoperators, LLC | Auditor | 2018 | $198M | Form ADV Feb 25, 2026 reports.adviserinfo.sec.gov |
| BIP Capital Growth Fund III, Qp-Lp | BIP Capital Management Services, LLC | Auditor | 2015 | $75.6M | Form ADV Mar 25, 2026 reports.adviserinfo.sec.gov |
| Silicon Road Opportunity Fund I LP | Silicon Road Ventures | Auditor | 2022 | $63.4M | Form ADV Mar 24, 2026 reports.adviserinfo.sec.gov |
- BIP Capital19 funds, $246M reported gross assets
- Techoperators, LLC4 funds, $206M reported gross assets
- BIP Capital Management Services, LLC7 funds, $155M reported gross assets
- Mar 29, 2024Won Auditor: this provider replaced ELLIN & TUCKER, CHARTERED at Washington Harbour Metaverse, LLC · Washington Harbour Partners LPForm ADV, previous Mar 31, 2023 sec.gov
- Mar 7, 2024Won Auditor: this provider replaced APRIO, LLP at SR Retailtech Fund I, L.P. and 1 more of the same manager’s funds · Silicon Road VenturesForm ADV, previous Feb 17, 2023 sec.gov
- Mar 30, 2023Won Auditor: this provider replaced SENSIBA SAN FILIPPO LLP at Team Builder Ventures Fund II, L.P. · Team Builder Ventures Mc, LLCForm ADV, previous Mar 30, 2022 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 121 venture funds, 0.6% of the venture funds with an auditor on record. Won 2 and lost 0 adviser decisions from 2024 to 2026: a net gain of 2.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Not classified | 47 | 5 |
| Institutional venture firm | 30 | 5 |
| Private equity with venture activity | 16 | 3 |
| Candidate | 9 | 3 |
| Multi-stage venture firm | 9 | 2 |
| Accelerator | 5 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 87 | 16 |
| $25M to $100M | 31 | 15 |
| $100M to $500M | 3 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| Georgia | 63 | 11 |
| Florida | 5 | 2 |
| Alabama | 2 | 1 |
| North Carolina | 2 | 1 |
| California | 1 | 1 |
| Virginia | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2024 | 2 (3) | 0 (0) | none |
| 2023 | 1 (1) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Candidate | 1 | 0 |
| Multi-stage venture firm | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 1 | 0 |
| $25M to $100M | 1 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| Georgia | 1 | 0 |
| Virginia | 1 | 0 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
- APRIO, LLP1 decision, 2 funds
- pcaob-56131 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 26, 2012
- Latest filing
- Aug 20, 2026
- PCAOB firm id
- 4051
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.