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
50 portfolio companies on record · led 8
Second firm
70 portfolio companies on record · led 16
Companies both back
7 companies, 14% of the smaller portfolio · 4 in the same round- Armadin, Inc.same round · Second firm led · Series B · CA · latest Oct 1, 2026
- Saronicsame round · First firm led · Series D+ · latest Mar 31, 2026
- Harveysame round · Stage unknown · latest Mar 25, 2026
+4 more shared companies
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Co-investment history
7 shared deals on 7 companies, first seen Jan 6, 2026, latest Oct 1, 2026. First firm led 1 and Second firm led 1 of them.
Stage
known for 8 of 50 and 19 of 70StageFirst firmSecond firm
Series D+ · both4 50%1 5%
Series A · both1 13%8 42%
Series B · both1 13%6 32%
Series C · both1 13%4 21%
Seed1 13%0 0%
State
known for 19 of 50 and 14 of 70StateFirst firmSecond firm
CA · both14 74%10 71%
NY0 0%2 14%
DE · both1 5%1 7%
IL · both1 5%1 7%
GA1 5%0 0%
WA1 5%0 0%
MO1 5%0 0%
Sector
known for 10 of 50 and 12 of 70SectorFirst firmSecond firm
Tech-enabled and IT services · both9 90%11 92%
Hardware and deep tech · both9 90%11 92%
Software · both9 90%11 92%
Healthcare services1 10%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.