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
65 portfolio companies on record · led 1
Second firm
146 portfolio companies on record · led 1
Companies both back
2 companies, 3% of the smaller portfolio- ExactTargetlatest Oct 1, 2026
- NasuniStage unknown · latest Oct 1, 2026
Co-investment history
2 shared deals on 2 companies, first seen Oct 1, 2026, latest Oct 1, 2026. First firm led 0 and Second firm led 0 of them.
Stage
known for 1 of 65 and 3 of 146StageFirst firmSecond firm
Series A1 100%0 0%
Series D+0 0%2 67%
Series B0 0%1 33%
State
known for 10 of 65 and 13 of 146StateFirst firmSecond firm
MA4 40%0 0%
CA0 0%5 38%
IL · both1 10%3 23%
NY · both2 20%1 8%
VA1 10%0 0%
FL1 10%0 0%
PA1 10%0 0%
WA0 0%1 8%
Sector
known for 2 of 65 and 8 of 146SectorFirst firmSecond firm
Hardware and deep tech · both2 100%7 88%
Tech-enabled and IT services · both2 100%7 88%
Software · both2 100%7 88%
Healthcare services0 0%1 13%
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.