This provider
The service provider's name, 61 additional funds served, 11 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
- Won1 fund
Fintop Capital moved a fund to this provider as auditor, from KPMG.
A new client relationship, first shown on this filing.
- 1 / 0decisions won / lost
In the last 12 months advisers moved 1 fund to this provider (1 decision) and 0 away (0 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 |
|---|---|---|---|---|---|
| Frist Cressey Ventures Fund II, LP | Frist Cressey Ventures Management, LLC | Auditor | 2018 | $304M | Form ADV Mar 17, 2026 reports.adviserinfo.sec.gov |
| JAM Fintop Banktech, LP | Fintop Capital | Auditor | 2022 | $133M | Form ADV Mar 16, 2026 reports.adviserinfo.sec.gov |
| Cultivation Capital Tech Fund III, LP | Cultivation Capital, LLC | Auditor | 2018 | $118M | Form ADV Jun 9, 2026 reports.adviserinfo.sec.gov |
- Frist Cressey Ventures Management, LLC4 funds, $334M reported gross assets
- Fintop Capital6 funds, $290M reported gross assets
- Cultivation Capital, LLC6 funds, $207M reported gross assets
- Mar 16, 2026Won Auditor: this provider replaced KPMG at JAM Fintop Banktech, LP · Fintop CapitalForm ADV, previous Mar 1, 2026 reports.adviserinfo.sec.gov
- Mar 27, 2025Lost Auditor: CALVETTI FERGUSON, LLC replaced this provider at Emerald Plus Fund I L.P. and 76 more of the same manager’s funds · Claritas CapitalForm ADV, previous May 1, 2024 reports.adviserinfo.sec.gov
- Mar 26, 2025Won Auditor: this provider replaced RSM at Prolog Capital IV, L.P. · Prolog Ventures Hl II, LLCForm ADV, previous Apr 30, 2024 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 64 venture funds, 0.3% of the venture funds with an auditor on record. Won 3 and lost 1 adviser decisions from 2024 to 2026: a net gain of 2.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 32 | 12 |
| Micro VC | 17 | 9 |
| Multi-stage venture firm | 7 | 2 |
| Not classified | 6 | 1 |
| Government-backed venture investor | 2 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 32 | 17 |
| $25M to $100M | 22 | 15 |
| $100M to $500M | 10 | 5 |
By manager state
| Funds | Managers | |
|---|---|---|
| Tennessee | 32 | 14 |
| Missouri | 8 | 2 |
| Massachusetts | 7 | 1 |
| Delaware | 3 | 1 |
| North Carolina | 3 | 2 |
| Georgia | 2 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 1 (1) | 0 (0) | none |
| 2025 | 1 (1) | 1 (77) | none |
| 2024 | 1 (3) | 0 (0) | none |
| 2023 | 1 (6) | 0 (0) | none |
| 2022 | 2 (2) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Multi-stage venture firm | 1 | 1 |
| Institutional venture firm | 1 | 0 |
| Micro VC | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 1 | 0 |
| $25M to $100M | 0 | 1 |
| $100M to $500M | 2 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| Missouri | 2 | 0 |
| Tennessee | 1 | 1 |
Loses most often to
- CALVETTI FERGUSON, LLC1 decision, 77 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 30, 2012
- Latest filing
- Jul 30, 2026
- PCAOB firm id
- 450
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.