The modern audit built for venture
Today's audit process is based on human limitation, leaving you to absorb the burden. Oath bridges the gap between audit and the financial systems that already run on modern technology. Cutting the time your team spends on an audit by 70% and charging 30% less than the industry.
Traditional
Oath
Cost
Annual fee increases
Predictable cost
Timeline
Deadline pressure
On-time completion
Requests
Repeated questions
Focused requests
Documents
Document chasing
Minimal disruption
Testing
Manual spreadsheet tie-outs
Trusted financials
Same opinion. Less of your team's time.
Oath modernizes the venture fund audit.
Oath's methodology connects your fund administrator records, cap table, and bank information with the audit procedures that test them. What we learn about your fund stays in the system, so next year's audit starts with context instead of starting over.
STAGE 1
Connect
Oath connects to fund administrator records, cap table and portfolio reporting, and bank and financial information through approved third-party providers.
BENEFIT
Less information gathering and fewer disconnected requests.
STAGE 2
Verify
The system supports repeatable procedures across capital activity, holdings, expenses and partner allocations.
BENEFIT
More complete analysis and more focused follow-up questions
STAGE 3
Conclude
Oath CPAs review exceptions, portfolio marks, management company allocations, related-party matters, and other areas requiring professional judgment before signing the audit opinion.
BENEFIT
Experienced professionals remain focused on the matters that require judgment.
Built for venture fund structures.
Oath supports venture firms across common fund and investment structures.
Financial technology experience meets audit leadership.
Oath combines experience building financial technology companies with senior audit and assurance leadership.
Lucas Ward
Co-Founder and CEO
Repeat fintech founder. Co-founded Kin Insurance a 2B+ insurance carrier; former CTO of Rippleshot and Fundspire, acquired by eVestment.
Chris Pesigan
Co-Founder and CRO
Fintech founder and CPA, with prior experience in Ernst & Young's Financial Services Office.
Christina Ho
Co-Founder and Chief Assurance Officer
Former PCAOB Board Member. U.S. Treasury senior executive. CFO for University of Maryland. Started career as Deloitte audit senior manager.
Asma Surani
Senior Audit Executive
Former Assurance Managing Director at BDO after 15 years at EY, leading engagements to signed opinion.
Sara Lord
Advisor, Audit Quality
Former Chief Auditor of RSM US and Chair of the AICPA Auditing Standards Board.
What clients and the market are saying
CLIENTS
“What would have taken us weeks of manual effort, compiling valuation workpapers, cross-referencing data, and preparing portfolio summaries, Oath streamlined into a much more efficient process.”
WALL STREET JOURNAL — CFO JOURNAL
Former Audit Regulator Helps Set Up Accounting Firm Targeting 80% Automation
FORBES
Every Technology Wave Builds A Trust Layer. AI Is Building Its Now.
BACKED BY
Not a venture fund?
Oath audits other structures with the same methodology. Go straight to the page for yours.
Spend less time managing your audit.
Tell us about your fund structure, your portfolio, and your LP reporting timeline. We'll confirm whether Oath is the right fit and outline a clear scope and price.