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
134 portfolio companies on record · led 0
Second firm
94 portfolio companies on record · led 1
Companies both back
4 companies, 4% of the smaller portfolio · 2 in the same round- Claravinesame round · Stage unknown · latest Sep 30, 2026
- Big Squidsame round · Stage unknown · latest Sep 13, 2026
- pluto.biolatest Sep 30, 2026
+1 more shared company
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Co-investment history
7 shared deals on 4 companies, first seen Nov 29, 2018, latest Sep 30, 2026. First firm led 0 and Second firm led 0 of them.
Stage
known for 0 of 134 and 1 of 94StageFirst firmSecond firm
Seed0 0%1 100%
State
known for 27 of 134 and 7 of 94StateFirst firmSecond firm
TX20 74%0 0%
UT0 0%3 43%
CA · both1 4%2 29%
NM0 0%1 14%
CO0 0%1 14%
IN2 7%0 0%
OK1 4%0 0%
PA1 4%0 0%
Sector
known for 15 of 134 and 3 of 94SectorFirst firmSecond firm
Software · both11 73%1 33%
Hardware and deep tech · both11 73%1 33%
Tech-enabled and IT services · both11 73%1 33%
Life sciences0 0%1 33%
Media and telecom0 0%1 33%
Business services1 7%0 0%
Energy, utilities and infrastructure1 7%0 0%
Healthcare services1 7%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.