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
48 portfolio companies on record · led 2
Second firm
84 portfolio companies on record · led 0
Companies both back
3 companies, 6% of the smaller portfolio · 1 in the same round- Kairon Healthsame round · First firm led · Stage unknown · latest Sep 29, 2026
- Beaming Health, Inc.Stage unknown · MN · latest Oct 1, 2026
- Marigold Healthlatest Oct 1, 2026
Co-investment history
4 shared deals on 3 companies, first seen Sep 12, 2026, latest Oct 1, 2026. First firm led 1 and Second firm led 0 of them.
Stage
known for 3 of 48 and 4 of 84StageFirst firmSecond firm
Series A · both2 67%2 50%
Series C1 33%0 0%
Series B0 0%1 25%
Seed0 0%1 25%
State
known for 10 of 48 and 11 of 84StateFirst firmSecond firm
CA · both1 10%4 36%
TX0 0%4 36%
MA · both2 20%1 9%
CT2 20%0 0%
MN · both1 10%1 9%
FL1 10%0 0%
SC1 10%0 0%
NY1 10%0 0%
Sector
known for 5 of 48 and 10 of 84SectorFirst firmSecond firm
Tech-enabled and IT services · both3 60%7 70%
Hardware and deep tech · both3 60%7 70%
Software · both3 60%7 70%
Healthcare services · both1 20%2 20%
Life sciences · both1 20%1 10%
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.