DFX Intelligence
Compare portfolios
Where two venture portfolios overlap
What counts as overlapA shared company is one both firms are named on: a round, a Form D board seat, or their own portfolio pages. Stage, state and sector rows compare the two profiles; a sector both invest in is not a company both hold, and is never counted as one.First firm
86 portfolio companies on record · led 0
Second firm
152 portfolio companies on record · led 0
Companies both back
3 companies, 3% of the smaller portfolio- Atmoslatest Sep 30, 2026
- LuminaiSeries B · latest Sep 30, 2026
- Stoke Spacelatest Sep 30, 2026
Co-investment history
3 shared deals on 3 companies, first seen Sep 16, 2026, latest Sep 30, 2026. First firm led 0 and Second firm led 0 of them.
Stage
known for 1 of 86 and 8 of 152StageFirst firmSecond firm
Series B · both1 100%2 25%
Series A0 0%2 25%
Series D+0 0%2 25%
Seed0 0%2 25%
State
known for 6 of 86 and 4 of 152StateFirst firmSecond firm
CA · both2 33%3 75%
FL · both2 33%1 25%
DE1 17%0 0%
IL1 17%0 0%
Sector
known for 6 of 86 and 6 of 152SectorFirst firmSecond firm
Hardware and deep tech · both6 100%6 100%
Software · both6 100%6 100%
Tech-enabled and IT services · both6 100%6 100%
Profile rows count each firm’s portfolio companies with a known stage (the latest round on record), state or sector; the share is of that firm’s known companies. “Both” marks a profile both firms have, which is not a shared company.