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
177 portfolio companies on record · led 7
Second firm
397 portfolio companies on record · led 0
Companies both back
7 companies, 4% of the smaller portfolio+4 more shared companies
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Co-investment history
7 shared deals on 7 companies, first seen Sep 22, 2026, latest Oct 1, 2026. First firm led 0 and Second firm led 0 of them.
Stage
known for 9 of 177 and 7 of 397StageFirst firmSecond firm
Series B · both4 44%4 57%
Series A · both2 22%3 43%
Seed2 22%0 0%
Series D+1 11%0 0%
State
known for 20 of 177 and 13 of 397StateFirst firmSecond firm
CA · both8 40%4 31%
NY · both5 25%2 15%
DE · both1 5%2 15%
TX · both2 10%1 8%
MA · both2 10%1 8%
NE0 0%1 8%
NJ0 0%1 8%
IL0 0%1 8%
Sector
known for 12 of 177 and 12 of 397SectorFirst firmSecond firm
Hardware and deep tech · both10 83%11 92%
Software · both10 83%11 92%
Tech-enabled and IT services · both10 83%11 92%
Energy, utilities and infrastructure1 8%0 0%
Life sciences1 8%0 0%
Business services0 0%1 8%
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.