This provider
The service provider's name, 6 additional funds served
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 |
|---|---|---|---|---|---|
| IP Successor Fund 21 L.P. | AGP II, LLC | Auditor | unknown | $66.2M | Form ADV Mar 23, 2026 reports.adviserinfo.sec.gov |
| Eagle Venture Fund II, L.P. | Eagle Capital International, LLC | Auditor | 2020 | $26.5M | Form ADV Mar 18, 2026 reports.adviserinfo.sec.gov |
| Eagle Freedom Fund, LP | Eagle Capital International, LLC | Auditor | 2023 | $23.9M | Form ADV Mar 18, 2026 reports.adviserinfo.sec.gov |
- Eagle Capital International, LLC6 funds, $80.8M reported gross assets
- AGP II, LLC1 fund, $66.2M reported gross assets
- AGP III, LLC1 fund, $20.8M reported gross assets
- Mar 31, 2024Won Auditor: this provider replaced WHITLEY PENN, LLP at Silver Creek Ventures III · Blue Lima LLCForm ADV, previous Jun 29, 2020 sec.gov
- Mar 5, 2021Won Auditor: this provider replaced WHITLEY PENN, LLP at Celestial Successor Fund, L.P. · AGP III, LLCForm ADV, previous Aug 13, 2020 sec.gov
- Mar 5, 2021Won Auditor: this provider replaced WHITLEY PENN, LLP at IP Successor Fund 21 L.P. · AGP II, LLCForm ADV, previous Aug 13, 2020 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 1 and lost 0 adviser decisions from 2024 to 2026: a net gain of 1.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 7 | 2 |
| Micro VC | 2 | 2 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 7 | 3 |
| $25M to $100M | 2 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| Texas | 6 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2024 | 1 (1) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Micro VC | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 1 | 0 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
- WHITLEY PENN, LLP1 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 5, 2021
- Latest filing
- Mar 23, 2026
- PCAOB firm id
- 7004
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.