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
65 portfolio companies on record · led 1
Second firm
177 portfolio companies on record · led 7
Companies both back
1 company, 2% of the smaller portfolio · 1 in the same round- BetterCloudsame round · Stage unknown · latest Oct 1, 2026
Co-investment history
2 shared deals on 1 company, first seen May 20, 2020, latest Oct 1, 2026. First firm led 0 and Second firm led 0 of them.
Stage
known for 1 of 65 and 9 of 177StageFirst firmSecond firm
Series A · both1 100%2 22%
Series B0 0%4 44%
Seed0 0%2 22%
Series D+0 0%1 11%
State
known for 10 of 65 and 20 of 177StateFirst firmSecond firm
CA0 0%8 40%
MA · both4 40%2 10%
NY · both2 20%5 25%
TX0 0%2 10%
FL1 10%0 0%
IL1 10%0 0%
PA1 10%0 0%
VA1 10%0 0%
Sector
known for 2 of 65 and 12 of 177SectorFirst firmSecond firm
Hardware and deep tech · both2 100%10 83%
Software · both2 100%10 83%
Tech-enabled and IT services · both2 100%10 83%
Life sciences0 0%1 8%
Energy, utilities and infrastructure0 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.