This provider
The service provider's name, 4 additional funds served, 2 provider changes
Every relationship, signal and contact on this record, with the source on each.
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What matters now
- Won1 fund
Capital Q Ventures Inc. moved a fund to this provider as auditor, from DRENCHKO STEPHANIE SHERADIN, A CERTIFIED PUBLIC ACCOUNTANT HOLDING LICENSE: #098780.
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
Funds served
About this sectionA 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 |
|---|---|---|---|---|---|
| OV Oai Holdings, L.P. | Optimist Ventures LLC | Auditor | 2025 | $308M | Form ADV May 28, 2026 reports.adviserinfo.sec.gov |
| Capq Bdc Inc | Capital Q Ventures Inc. | Auditor | 2021 | $18.7M | Form ADV Jul 8, 2025 reports.adviserinfo.sec.gov |
| Optimist Ventures Fund I, L.P. | Optimist Ventures LLC | Auditor | 2025 | $3.3M | Form ADV May 28, 2026 reports.adviserinfo.sec.gov |
Managers served
- Optimist Ventures LLC2 funds, $311M reported gross assets
- Capital Q Ventures Inc.2 funds, $18.7M reported gross assets
- Cross Atlantic Capital Partners, Inc.1 fund
Change history
- Nov 21, 2025Won Auditor: this provider replaced DRENCHKO STEPHANIE SHERADIN, A CERTIFIED PUBLIC ACCOUNTANT HOLDING LICENSE: #098780 at Medical Investment Solutions LLLP · Capital Q Ventures Inc.Form ADV, previous Jul 8, 2025 reports.adviserinfo.sec.gov
- Mar 27, 2025Won Auditor: this provider replaced Frank, Rimerman + Co. at Intellectus Capital, LLC, Series 1 · Intellectus Partners, LLCForm ADV, previous Jul 2, 2024 reports.adviserinfo.sec.gov
- Jan 7, 2025Won Auditor: this provider replaced DRENCHKO STEPHANIE SHERADIN, A CERTIFIED PUBLIC ACCOUNTANT HOLDING LICENSE: #098780 at Capq Bdc Inc · Capital Q Ventures Inc.Form ADV, previous Feb 23, 2024 reports.adviserinfo.sec.gov
Competitive position
About this sectionA 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 7 venture funds, 0.0% of the venture funds with an auditor on record. Won 3 and lost 0 adviser decisions from 2024 to 2026: a net gain of 3.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Candidate | 3 | 2 |
| Institutional venture firm | 2 | 1 |
| Not classified | 1 | 1 |
| Seed fund manager | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 5 | 4 |
| $25M to $100M | 1 | 1 |
| $100M to $500M | 1 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| Florida | 2 | 1 |
| New York | 2 | 1 |
| Connecticut | 1 | 1 |
| Pennsylvania | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2025 | 3 (3) | 0 (0) | none |
| 2022 | 1 (1) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Candidate | 2 | 0 |
| Not classified | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 2 | 0 |
| $25M to $100M | 1 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| Florida | 2 | 0 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
- name-drenchkostephaniesheradinacertifiedpublicaccountantholdinglicense0987802 decisions, 2 funds
- Frank, Rimerman + Co.1 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.
Who to call
The managers to call are listed by name for a reader with the venture graph. See the auditor opportunity list
Filing evidence
- First named
- Feb 13, 2020
- Latest filing
- Aug 1, 2026
- PCAOB firm id
- 5036
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 and follow
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.