A. Description of the Advisory Firm The Firm, a Delaware limited liability company, was formed in 2017 after succeeding the operations of an affiliated predecessor advisory company originally formed in 2006, to continue providing discretionary investment advisory services to investment vehicles focused on venture capital. The Firm is headquartered in Boston, Massachusetts. The Firm is principally controlled by the Firm’s managing members. B. Types of Advisory Services The Firm serves as an investment advisor to venture capital oriented pooled investment vehicles (each a “Fund” and collectively with the Affiliates Funds and any future Funds, the “Funds”), with a focus on investing in business software companies. Affiliates of the Firm serve as the General Partner (“General Partner”), of the Funds. As of December 5, 2023, the Firm suspended activities relating to investments in new Portfolio Companies (as defined below) on behalf of OpenView Venture Partners VII, L.P. and OpenView Affiliates Fund VII, L.P. in connection with the departures of certain managing members. However, the Firm remains operational and focused on maximizing the value of the Funds by managing and strategically exiting and/or investing further in the Portfolio Companies which the Funds have invested. The Firm may decide in the future to resume investment activity with respect to new Portfolio Companies and sponsor or manage additional private investment funds or other clients. The Firm manages investments in equity and equity-related securities of privately held companies. The Firm also forms and manages entities or investment programs (each, an “Affiliates Fund”) for partners of the General Partner, officers and employees of the Firm, and other select investors who have a business relationship with the Firm or its affiliates, to co-invest with client Funds of the same vintage in generally all portfolio investments. The Firm aims to work with the companies in which it invests (“Portfolio Companies”) to help them improve operational performance and increase enterprise value (please refer to Items 5.C. and 10.C. below for detail on the “OpenView Expansion Platform”). Investments are made in accordance with the strategy described in each Fund’s offering memorandum, limited partnership agreement or limited liability company operating agreement (as applicable), and subscription documents (collectively, the “Governing Documents”). The Funds offer limited partnership or membership interests, as applicable (“Interests”) to certain qualified investors as described in response to

Item 7, below (such investors are referred to herein as “Investors”). Consistent with industry practices, the Funds and/or the General Partner have entered into side letter agreements or similar agreements (“Side Letters”) with certain investors pursuant to which the General Partner grants the investor specific rights, benefits, or privileges (which may, in the future, include economic rights, benefits and privileges) that, except as set forth in the Governing Documents, are not required to be made available or disclosed to investors generally. Additionally, from time to time and as permitted by the relevant Governing Documents, the Firm may agree to provide co-investment opportunities (including the opportunity to participate in co-invest vehicles) to one or more (but not necessarily all) Investors or their affiliates, or other private investors, groups, partnerships, corporations or other entities (“Third Party Co- Investors”), whenever the Firm determines that the aggregate investment opportunity exceeds the size of the investment deemed appropriate for the relevant Fund and Affiliates Fund. Such co- investments typically involve investment and disposal of interests in the applicable portfolio company at the same time and on the same terms as the Fund and Affiliates Fund making the investment. Third Party Co-Investors generally bear their own expenses. Co-investments by investors in the Funds or Third Party Co-Investors may be made directly in the applicable portfolio company or may be made through “special purpose vehicles” or other entities formed by the Firm (“Co-Investment Vehicles”). The Firm may (but is not obligated to) receive fees, carried interest or other compensation in connection with such co-investments (and the terms of any such fees, carried interest or other compensation may differ from the terms applicable to an investment in the Funds with regard to such matters). C. Client Tailored Services and Client Imposed Restrictions Advisory services are tailored to achieve each Fund’s investment objectives and not to the objectives of any individual Investor. The Firm has discretionary authority to select which and how many Portfolio Companies to invest in and determine exit strategies, subject to any restrictions as outlined in the applicable Fund’s Governing Documents. D. Wrap Fee Programs The Firm does not participate in wrap fee programs. E. Amounts Under Management As of December 31, 2023, the Firm has approximately $1,645,013,077 in regulatory assets under management.