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
430 portfolio companies on record · led 3
Second firm
669 portfolio companies on record · led 3
Companies both back
20 companies, 5% of the smaller portfolio+17 more shared companies
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Co-investment history
20 shared deals on 20 companies, first seen Sep 14, 2026, latest Oct 1, 2026. First firm led 0 and Second firm led 1 of them.
Stage
known for 17 of 430 and 18 of 669StageFirst firmSecond firm
Series A · both1 6%8 44%
Seed · both2 12%6 33%
Series D+ · both5 29%1 6%
Series C4 24%0 0%
Series B · both3 18%3 17%
Pre-seed1 6%0 0%
Growth1 6%0 0%
State
known for 29 of 430 and 31 of 669StateFirst firmSecond firm
CA · both19 66%16 52%
NY · both2 7%3 10%
DE · both2 7%3 10%
MA0 0%3 10%
VA0 0%2 6%
TX · both1 3%1 3%
CT1 3%0 0%
MN1 3%0 0%
Sector
known for 30 of 430 and 27 of 669SectorFirst firmSecond firm
Tech-enabled and IT services · both25 83%20 74%
Hardware and deep tech · both25 83%20 74%
Software · both25 83%20 74%
Life sciences · both3 10%1 4%
Healthcare services0 0%2 7%
Manufacturing · both1 3%1 4%
Business services0 0%1 4%
Hospitality and leisure0 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.