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
52 portfolio companies on record · led 0
Second firm
146 portfolio companies on record · led 2
Companies both back
4 companies, 8% of the smaller portfolio- BrazeStage unknown · latest Sep 30, 2026
- DatarobotStage unknown · latest Sep 30, 2026
- Squareuplatest Sep 30, 2026
+1 more shared company
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Co-investment history
4 shared deals on 4 companies, first seen Sep 12, 2026, latest Sep 30, 2026. First firm led 0 and Second firm led 0 of them.
Stage
known for 1 of 52 and 3 of 146StageFirst firmSecond firm
Series B · both1 100%1 33%
Series C0 0%2 67%
State
known for 4 of 52 and 9 of 146StateFirst firmSecond firm
CA · both2 50%2 22%
NJ1 25%0 0%
GA1 25%0 0%
NY0 0%2 22%
CO0 0%2 22%
FL0 0%1 11%
MA0 0%1 11%
MI0 0%1 11%
Sector
known for 4 of 52 and 9 of 146SectorFirst firmSecond firm
Software · both4 100%9 100%
Hardware and deep tech · both4 100%9 100%
Tech-enabled and IT services · both4 100%9 100%
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.