This provider
The service provider's name, 72 additional funds served, 15 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
Great North Ventures moved a fund to this provider as auditor, from RSM.
A new client relationship, first shown on this filing.
- Won9 funds
GSV Ventures Management, LLC moved 9 funds to this provider as auditor, from SPICER JEFFRIES LLP.
A new client relationship, first shown on this filing.
- Won2 funds
GSV Asset Management, LLC moved 2 funds to this provider as auditor, from SPICER JEFFRIES LLP.
A new client relationship, first shown on this filing.
- 8 / 1decisions won / lost
In the last 12 months advisers moved 20 funds to this provider (8 decisions) and 3 away (1 decision).
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 |
|---|---|---|---|---|---|
| Leveraged Green Energy, LP | Leveraged Green Energy, LLC | Auditor | unknown | $175M | Form ADV Mar 20, 2017 sec.gov |
| Florida Opportunity Fund | Deepwork Capital, LLC | Auditor | 2023 | $138M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| Florida Funders Fund 2, LLC | FF Capital Partners, LLC | Auditor | 2020 | $86.1M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
- Leveraged Green Energy, LLC1 fund, $175M reported gross assets
- FF Capital Partners, LLC3 funds, $153M reported gross assets
- Deepwork Capital, LLC1 fund, $138M reported gross assets
- Jun 5, 2026Won Auditor: this provider replaced RSM at Great North Capital Fund II, LP · Great North VenturesForm ADV, previous Mar 30, 2024 reports.adviserinfo.sec.gov
- Apr 29, 2026Won Auditor: this provider replaced SPICER JEFFRIES LLP at GSV Ers, LP and 8 more of the same manager’s funds · GSV Ventures Management, LLCForm ADV, previous Mar 27, 2026 reports.adviserinfo.sec.gov
- Apr 29, 2026Won Auditor: this provider replaced SPICER JEFFRIES LLP at GSV Stars, L.P. and 1 more of the same manager’s funds · GSV Asset Management, LLCForm ADV, previous Mar 31, 2026 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 75 venture funds, 0.4% of the venture funds with an auditor on record. Won 12 and lost 4 adviser decisions from 2024 to 2026: a net gain of 8.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 20 | 5 |
| Candidate | 14 | 5 |
| Not classified | 11 | 2 |
| Micro VC | 10 | 7 |
| Corporate venture | 10 | 1 |
| Private equity with venture activity | 3 | 2 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 53 | 20 |
| $25M to $100M | 16 | 12 |
| $100M to $500M | 6 | 6 |
By manager state
| Funds | Managers | |
|---|---|---|
| Florida | 19 | 5 |
| Illinois | 9 | 1 |
| Tennessee | 6 | 1 |
| North Carolina | 5 | 1 |
| Texas | 5 | 2 |
| District of Columbia | 3 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 8 (20) | 1 (3) | none |
| 2025 | 1 (1) | 3 (8) | none |
| 2024 | 3 (7) | 0 (0) | none |
| 2022 | 0 (0) | 1 (2) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 4 | 2 |
| Micro VC | 3 | 0 |
| Candidate | 2 | 0 |
| Not classified | 1 | 1 |
| Growth investor | 1 | 0 |
| Private equity with venture activity | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 4 | 2 |
| $25M to $100M | 6 | 0 |
| $100M to $500M | 2 | 2 |
Manager state
| Won | Lost | |
|---|---|---|
| Ohio | 2 | 2 |
| Virginia | 2 | 0 |
| Florida | 0 | 1 |
| Illinois | 1 | 0 |
| Massachusetts | 1 | 0 |
| Minnesota | 1 | 0 |
Loses most often to
- CLARK SCHAEFER HACKETT2 decisions, 6 funds
- FORVIS, LLP1 decision, 3 funds
- Grant Thornton1 decision, 2 funds
Wins most often from
- SPICER JEFFRIES LLP5 decisions, 15 funds
- MCM CPAS & ADVISORS2 decisions, 6 funds
- FGMK, LLC1 decision, 2 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
- Feb 10, 2012
- Latest filing
- Aug 25, 2026
- PCAOB firm id
- 677
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.