This provider
The service provider's name, 6 additional funds served, 1 provider change
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 |
|---|---|---|---|---|---|
| Cincytech Fund IV, LLC | Cincytech, LLC | Auditor | 2016 | $42.2M | Form ADV Mar 25, 2026 reports.adviserinfo.sec.gov |
| ETA Capital Fund I, LLC | ETA Capital Fund Management, LLC | Auditor | 2024 | $26.3M | Form ADV May 18, 2026 reports.adviserinfo.sec.gov |
| Cincytech Fund V, LLC | Cincytech, LLC | Auditor | 2019 | $18.2M | Form ADV Mar 25, 2026 reports.adviserinfo.sec.gov |
- Cincytech, LLC6 funds, $91.8M reported gross assets
- ETA Capital Fund Management, LLC1 fund, $26.3M reported gross assets
- Syon Capital LLC1 fund, $5.7M reported gross assets
- Mar 31, 2025Won Auditor: this provider replaced MCM CPAS & ADVISORS at 361-Ohio Technology Fund LLC · ARS Investment Partners, LLCForm ADV, previous Apr 19, 2024 reports.adviserinfo.sec.gov
- Mar 26, 2025Won Auditor: this provider replaced CHERRY BEKAERT LLP at Cincytech Fund I, LLC and 5 more of the same manager’s funds · Cincytech, LLCForm ADV, previous May 4, 2024 reports.adviserinfo.sec.gov
- Jun 30, 2023Lost Auditor: CohnReznick replaced this provider at Mapleseed Productions LP and 2 more of the same manager’s funds · Ridgeline Productions LLCForm ADV, previous Mar 31, 2023 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 9 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 | |
|---|---|---|
| Institutional venture firm | 7 | 2 |
| Corporate venture | 1 | 1 |
| Micro VC | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 7 | 3 |
| $25M to $100M | 2 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| Ohio | 7 | 2 |
| California | 1 | 1 |
| New York | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2025 | 3 (7) | 0 (0) | none |
| 2023 | 0 (0) | 1 (3) | none |
| 2022 | 1 (2) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 2 | 0 |
| Corporate venture | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 2 | 0 |
| $100M to $500M | 1 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| Ohio | 2 | 0 |
| New York | 1 | 0 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
- CHERRY BEKAERT LLP2 decisions, 6 funds
- MCM CPAS & ADVISORS1 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, 2025
- Latest filing
- Jul 27, 2026
- PCAOB firm id
- 539
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.