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
153 portfolio companies on record · led 2
Second firm
18 portfolio companies on record · led 2
Companies both back
3 companies, 17% of the smaller portfolio- Quantum Systemslatest Oct 1, 2026
- Upvestlatest Oct 1, 2026
- Included VClatest Sep 30, 2026
Co-investment history
3 shared deals on 3 companies, first seen Sep 24, 2026, latest Oct 1, 2026. First firm led 0 and Second firm led 0 of them.
Stage
known for 1 of 153 and 0 of 18StageFirst firmSecond firm
Series B1 100%0 0%
State
known for 2 of 153 and 0 of 18StateFirst firmSecond firm
CA1 50%0 0%
MI1 50%0 0%
Sector
known for 2 of 153 and 0 of 18SectorFirst firmSecond firm
Hardware and deep tech1 50%0 0%
Life sciences1 50%0 0%
Tech-enabled and IT services1 50%0 0%
Software1 50%0 0%
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.