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
15 portfolio companies on record · led 0
Second firm
139 portfolio companies on record · led 0
Companies both back
1 company, 7% of the smaller portfolio · 1 in the same round- Fastlysame round · Stage unknown · latest Sep 12, 2026
Co-investment history
7 shared deals on 1 company, first seen Nov 4, 2014, latest Jul 16, 2018. First firm led 0 and Second firm led 0 of them.
Stage
known for 1 of 15 and 2 of 139StageFirst firmSecond firm
Series C · both1 100%1 50%
Growth0 0%1 50%
State
known for 10 of 15 and 10 of 139StateFirst firmSecond firm
CA · both8 80%3 30%
NY · both1 10%4 40%
WA · both1 10%1 10%
VA0 0%1 10%
CO0 0%1 10%
Sector
known for 0 of 15 and 9 of 139SectorFirst firmSecond firm
Hardware and deep tech0 0%9 100%
Software0 0%9 100%
Tech-enabled and IT services0 0%9 100%
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.