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
67 portfolio companies on record · led 0
Second firm
430 portfolio companies on record · led 3
Companies both back
13 companies, 19% of the smaller portfolio- Airbnblatest Oct 1, 2026
- ChainguardGrowth · latest Oct 1, 2026
- Eventbritelatest Oct 1, 2026
+10 more shared companies
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Co-investment history
13 shared deals on 13 companies, first seen Sep 13, 2026, latest Oct 1, 2026. First firm led 0 and Second firm led 0 of them.
Stage
known for 7 of 67 and 17 of 430StageFirst firmSecond firm
Series D+ · both6 86%5 29%
Series C0 0%4 24%
Series B0 0%3 18%
Growth · both1 14%1 6%
Seed0 0%2 12%
Series A0 0%1 6%
Pre-seed0 0%1 6%
State
known for 5 of 67 and 29 of 430StateFirst firmSecond firm
CA · both2 40%19 66%
MA1 20%0 0%
GA1 20%0 0%
PA1 20%0 0%
DE0 0%2 7%
NY0 0%2 7%
TX0 0%1 3%
MI0 0%1 3%
Sector
known for 6 of 67 and 30 of 430SectorFirst firmSecond firm
Software · both6 100%25 83%
Hardware and deep tech · both6 100%25 83%
Tech-enabled and IT services · both6 100%25 83%
Life sciences0 0%3 10%
Manufacturing0 0%1 3%
Energy, utilities and infrastructure0 0%1 3%
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.