Openview Advisors, LLC

OpenView Advisors, LLC is a registered investment adviser specializing in providing discretionary investment advisory services to venture capital-focused investment vehicles. Established in 2017, the firm succeeded an affiliated predecessor advisory company formed in 2006. Headquartered in Boston, Massachusetts, the firm primarily controls investment vehicles focused on venture capital, specifically in business software companies. The firm manages equity and equity-related securities of privately held companies, aiming to enhance operational performance and enterprise value. As of December 31, 2024, the firm had approximately $1,037,711,246 in regulatory assets under management. Fees are negotiable and vary among funds, typically including an annual management fee and performance-based compensation. The firm operates the OpenView Expansion Platform to provide operational support to portfolio companies. The firm has a Code of Ethics, conducts periodic reviews of client accounts, and has custody of client assets. The firm votes proxies on behalf of clients and has no financial conditions impairing its ability to meet commitments. The firm has not been involved in any legal or disciplinary events in the last ten years.