DFX Intelligence
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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
40 portfolio companies on record · led 1
Second firm
669 portfolio companies on record · led 3
Companies both back
4 companies, 10% of the smaller portfolio · 3 in the same round- Apollo Atomicssame round · Stage unknown · latest Aug 20, 2026
- BoldVoicesame round · Series A · latest Jan 28, 2026
- Y Combinator-backed Maritime Fusionsame round · Stage unknown · latest Nov 24, 2025
+1 more shared company
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Co-investment history
4 shared deals on 4 companies, first seen Nov 24, 2025, latest Sep 30, 2026. First firm led 0 and Second firm led 0 of them.
Stage
known for 8 of 40 and 18 of 669StageFirst firmSecond firm
Series A · both3 38%8 44%
Seed · both2 25%6 33%
Series B · both2 25%3 17%
Series C1 13%0 0%
Series D+0 0%1 6%
State
known for 5 of 40 and 31 of 669StateFirst firmSecond firm
CA · both1 20%16 52%
NY · both1 20%3 10%
NH1 20%0 0%
NM1 20%0 0%
CO1 20%0 0%
DE0 0%3 10%
MA0 0%3 10%
VA0 0%2 6%
Sector
known for 5 of 40 and 27 of 669SectorFirst firmSecond firm
Software · both5 100%20 74%
Tech-enabled and IT services · both5 100%20 74%
Hardware and deep tech · both5 100%20 74%
Healthcare services0 0%2 7%
Business services0 0%1 4%
Manufacturing0 0%1 4%
Hospitality and leisure0 0%1 4%
Life sciences0 0%1 4%
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.