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
38 portfolio companies on record · led 0
Second firm
13 portfolio companies on record · led 0
Companies both back
1 company, 8% of the smaller portfolio- AI-powered industrial planninglatest 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 1 of 13StageFirst firmSecond firm
Seed0 0%1 100%
State
known for 2 of 38 and 2 of 13StateFirst firmSecond firm
NY · both1 50%1 50%
DE1 50%0 0%
TX0 0%1 50%
Sector
known for 2 of 38 and 1 of 13SectorFirst firmSecond firm
Hardware and deep tech2 100%0 0%
Tech-enabled and IT services2 100%0 0%
Software2 100%0 0%
Energy, utilities and infrastructure0 0%1 100%
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.