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
22 portfolio companies on record · led 4
Second firm
671 portfolio companies on record · led 3
Companies both back
2 companies, 9% of the smaller portfolio · 2 in the same round- Corgi Insurancesame round · Stage unknown · latest Jan 9, 2026
- Mem0same round · First firm led · Series A · latest Oct 28, 2025
Co-investment history
2 shared deals on 2 companies, first seen Oct 28, 2025, latest Jan 9, 2026. First firm led 1 and Second firm led 0 of them.
Stage
known for 4 of 22 and 18 of 671StageFirst firmSecond firm
Series A · both2 50%8 44%
Seed · both1 25%6 33%
Series B · both1 25%3 17%
Series D+0 0%1 6%
State
known for 3 of 22 and 92 of 671StateFirst firmSecond firm
CA · both1 33%53 58%
NY · both1 33%7 8%
MA · both1 33%5 5%
FL0 0%3 3%
DE0 0%3 3%
WA0 0%3 3%
TX0 0%3 3%
UT0 0%2 2%
Sector
known for 1 of 22 and 28 of 671SectorFirst firmSecond firm
Healthcare services · both1 100%2 7%
Software0 0%20 71%
Tech-enabled and IT services0 0%20 71%
Hardware and deep tech0 0%20 71%
Media and telecom0 0%2 7%
Life sciences0 0%1 4%
Manufacturing0 0%1 4%
Business services0 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.