DFX Intelligence
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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
38 portfolio companies on record · led 0
Second firm
69 portfolio companies on record · led 0
Companies both back
1 company, 3% of the smaller portfolio- Waterplanlatest Oct 1, 2026
Co-investment history
1 shared deal on 1 company, first seen Sep 30, 2026, latest Oct 1, 2026. First firm led 0 and Second firm led 0 of them.
Stage
known for 0 of 38 and 0 of 69Not on record for either portfolio.
State
known for 2 of 38 and 1 of 69StateFirst firmSecond firm
IL0 0%1 100%
DE1 50%0 0%
NY1 50%0 0%
Sector
known for 2 of 38 and 2 of 69SectorFirst firmSecond firm
Tech-enabled and IT services · both2 100%2 100%
Software · both2 100%2 100%
Hardware and deep tech · both2 100%2 100%
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.