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Venture Capital

Cherry Bekaert’s venture capital audit, tax and advisory services help funds navigate operational complexity, regulatory requirements, and growth considerations across industries and investment strategies.

Contact Our Venture Capital Team

Dedicated Venture Capital Audit, Tax and Advisory Services

Our Venture Capital (VC)  professionals focus exclusively on the unique intricacies of venture fund portfolios, offering solutions that span the entire fund lifecycle, from initial formation and tax structuring to comprehensive year-end audits and strategic transaction advisory.

By combining our experience in the alternatives space with a high-touch, partner-led model, we help provide the financial transparency and operational integrity needed to strengthen investor relations and navigate an increasingly dynamic market. 

Contact Our Venture Capital Team

Our Venture Capital Fund Audit & Tax Services

We provide specialized audit and tax solutions tailored to the unique lifecycle stage of your fund. From initial formation and complex tax structuring to rigorous year-end audits, our goal is that your operational framework reflects the same excellence as your investment strategy.

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    VC Audit Services

    Our audit methodology is engineered for the fast-paced venture ecosystem, providing the institutional rigor and transparency necessary to satisfy sophisticated LPs. We deliver high-touch service and technical precision, so that your financial reporting reflects the operational integrity required for long-term scale.

    Contact Our Audit Team

  • VC Tax Services

    We provide tax structuring and compliance solutions designed to navigate the complexities of the venture capital lifecycle, from initial fund formation to exit. Our team focuses on maximizing tax neutrality and managing cross-border friction, allowing you to optimize returns and maintain a clean regulatory footprint. 

    Contact Our Tax Team

Our Venture Capital Advisory Services

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    Transaction Advisory

    Navigate the complexities of the deal lifecycle with specialized valuation, due diligence and transaction tax services. Our team provides the technical precision and market insights required to evaluate targets, optimize deal structures, and maximize value throughout every stage of your venture investments.

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    Outsourced Accounting

    Strengthen your fund’s operational framework with scalable back-office solutions designed to eliminate administrative friction. We provide high-touch accounting and financial reporting that confirms institutional-grade accuracy, allowing venture managers to focus on portfolio growth while maintaining rigorous financial integrity.

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    Risk & Cybersecurity

    Protect your firm’s reputation and assets with comprehensive risk management and cybersecurity protocols engineered for the digital age. We help venture funds identify vulnerabilities, implement robust internal controls, and maintain regulatory compliance to satisfy the security expectations of today’s global allocators.

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Emerging Manager Services for New VC Fund Managers

Navigate the path from fund formation to institutional scale with our specialized Emerging Manager Services. We provide venture capital managers with a customized suite of solutions that prioritize operational integrity and regulatory readiness, so that your fund is built to attract sophisticated global allocators from the beginning.

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Helping You Navigate the Venture Capital Lifecycle

Institutional-grade audit, tax and advisory services are essential to the operational integrity of a venture capital fund. Beyond meeting regulatory requirements, these services provide the technical architecture and financial visibility necessary for fund operators to manage complex capital structures, satisfy the expectations of sophisticated Limited Partners (LPs), and scale with confidence in a volatile market.

Fund & Portfolio Managers

We support investment leaders with the technical precision required to optimize fund performance and manage dynamic risk variables. By implementing robust audit and tax frameworks, managers can confidently execute high-velocity investment cycles while minimizing operational friction. 

Contact our VC Team

General Partners

Our team delivers strategic oversight and structural rigor for fund sponsors managing long-term value creation and complex capital structures. We provide the specialized advisory needed to navigate GP-led secondaries, carry allocations and overall fund governance. 

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Principals

We provide the foundational governance and internal controls necessary to maintain transparency across the entire investment platform. This institutional-grade architecture establishes a foundation where operators can scale their firm's footprint while satisfying the rigorous due diligence requirements of global allocators.  

Meet an Advisor

Registered Investment Advisors

We help registered investment advisors (RIAs) navigate an evolving regulatory landscape with specialized advisory focused on fiduciary standards and institutional scale. Our proactive guidance helps compliance frameworks remain a strategic asset rather than an operational bottleneck during periods of rapid growth. 

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Chief Compliance Officers

We strengthen your firm's operational frameworks with robust risk management and cybersecurity protocols designed for modern market demands. By fortifying these internal controls, chief compliance officers (CCOs) can confidently demonstrate operational resilience and safeguard the integrity of investor data.

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Chief Financial Officers

We empower finance leaders with scalable back-office solutions, outsourced accounting, and high-touch reporting to eliminate administrative friction. This dedicated infrastructure allows CFOs to shift their focus from routine financial management to strategic capital allocation and LP communications. 

Schedule a Meeting

Fund & Portfolio Managers

We support investment leaders with the technical precision required to optimize fund performance and manage dynamic risk variables. By implementing robust audit and tax frameworks, managers can confidently execute high-velocity investment cycles while minimizing operational friction. 

Contact our VC Team

General Partners

Our team delivers strategic oversight and structural rigor for fund sponsors managing long-term value creation and complex capital structures. We provide the specialized advisory needed to navigate GP-led secondaries, carry allocations and overall fund governance. 

Schedule a Meeting

Principals

We provide the foundational governance and internal controls necessary to maintain transparency across the entire investment platform. This institutional-grade architecture establishes a foundation where operators can scale their firm's footprint while satisfying the rigorous due diligence requirements of global allocators.  

Meet an Advisor

Registered Investment Advisors

We help registered investment advisors (RIAs) navigate an evolving regulatory landscape with specialized advisory focused on fiduciary standards and institutional scale. Our proactive guidance helps compliance frameworks remain a strategic asset rather than an operational bottleneck during periods of rapid growth. 

Learn More

Chief Compliance Officers

We strengthen your firm's operational frameworks with robust risk management and cybersecurity protocols designed for modern market demands. By fortifying these internal controls, chief compliance officers (CCOs) can confidently demonstrate operational resilience and safeguard the integrity of investor data.

Contact our VC Team

Chief Financial Officers

We empower finance leaders with scalable back-office solutions, outsourced accounting, and high-touch reporting to eliminate administrative friction. This dedicated infrastructure allows CFOs to shift their focus from routine financial management to strategic capital allocation and LP communications. 

Schedule a Meeting
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Portfolio Company Management & Value Creation

Extend institutional rigor to your underlying investments with tailored audit, tax and advisory services. From digital transformation and transaction advisory to tax optimization and financial statement audits, we help drive sustainable growth and maximize value throughout each investment’s lifecycle.

Learn More About PortCo Services

Our Professionals

Connect With Us

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Katie Tuite Strader

Assurance Asset Management Leader

Partner, Cherry Bekaert LLP
Partner, Cherry Bekaert Advisory LLC

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Joseph Schwarz

Assurance Services

Partner, Cherry Bekaert LLP
Partner, Cherry Bekaert Advisory LLC

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Eric Essian

Tax Services

Partner, Cherry Bekaert Advisory LLC

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Scott M. Peterson

Tax Services

Partner, Cherry Bekaert Advisory LLC

Johanna Young

Assurance Services

Partner, Cherry Bekaert LLP
Partner, Cherry Bekaert Advisory LLC

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G. Todd Batchelor

Assurance Services

Partner, Cherry Bekaert LLP
Partner, Cherry Bekaert Advisory LLC

Venture Capital Fund FAQs

Venture capital audit and tax services provide the objective oversight and structural planning required to maintain a fund’s financial integrity. These services include the independent verification of financial statements to satisfy LP requirements and the implementation of sophisticated tax strategies to optimize capital efficiency across complex investment portfolios. 

Venture capital advisory services encompass a broad suite of strategic solutions designed to strengthen a fund’s operational framework. Cherry Bekaert offers specialized knowledge and experience in transaction advisory, including valuations and deal due diligence, as well as outsourced accounting and robust risk and cybersecurity protocols to protect the fund's platform and data assets. 

Venture capital funds typically require an annual audit to comply with the SEC’s Custody Rule or specific mandates within the Limited Partnership Agreement (LPA). Utilizing a specialized venture capital auditor ensures that the process is handled with the technical precision required for unique asset classes, enhancing credibility with sophisticated institutional allocators.

The cost of a venture capital audit is determined by several operational variables, including the fund’s total number of investors, the complexity of the investment portfolio, and the number of underlying entities. Pricing reflects the depth of technical rigor required to verify asset valuations and ensure compliance with evolving regulatory standards. 

These services are essential for fund managers, General Partners (GPs), and CFOs who are responsible for maintaining the fund's fiduciary standards and operational transparency. Whether launching an emerging fund or managing a multi-billion-dollar platform, institutional-grade audit and tax support is critical for scaling in a professionalized venture ecosystem. 

For emerging managers, these services provide a foundational blueprint that signals operational readiness to potential LPs. Beyond mere compliance, an audit-ready infrastructure reduces friction during the fundraising cycle and establishes the governance needed to transition from a startup fund to a professionalized investment platform.

Our venture capital clients benefit from:

  • Institutional Scalability, we grow with you and your fund.
  • Timely delivery of critical fund documents and tax filings.
  • Cost-effective engagement with a top-ranked industry leader.
  • Proof of operational readiness to investors from day one.
  • Experience and knowledge across our audit and tax teams.
  • Increased marketability for new capital.
  • Opportunity to focus more on strategy execution.
  • Experienced guidance through the nuances of the alternatives industry.
  • Referral relationships across industry service providers.

Contact Our Venture Capital Professionals