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
124 portfolio companies on record · led 2
Second firm
146 portfolio companies on record · led 1
Companies both back
6 companies, 5% of the smaller portfolio · 1 in the same round- Focus Research Incsame round · Stage unknown · CA · latest Sep 30, 2010
- Airbnblatest Oct 1, 2026
- Anthropiclatest Oct 1, 2026
+3 more shared companies
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Co-investment history
6 shared deals on 6 companies, first seen Sep 30, 2010, latest Oct 1, 2026. First firm led 0 and Second firm led 0 of them.
Stage
known for 3 of 124 and 3 of 146StageFirst firmSecond firm
Series D+ · both1 33%2 67%
Series B · both1 33%1 33%
Seed1 33%0 0%
State
known for 15 of 124 and 13 of 146StateFirst firmSecond firm
CA · both5 33%5 38%
NY · both4 27%1 8%
IL0 0%3 23%
FL2 13%0 0%
MI · both1 7%1 8%
WA · both1 7%1 8%
OH0 0%1 8%
ID0 0%1 8%
Sector
known for 14 of 124 and 8 of 146SectorFirst firmSecond firm
Software · both13 93%7 88%
Tech-enabled and IT services · both13 93%7 88%
Hardware and deep tech · both13 93%7 88%
Healthcare services0 0%1 13%
Hospitality and leisure1 7%0 0%
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.