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
49 portfolio companies on record · led 14
Second firm
669 portfolio companies on record · led 3
Companies both back
5 companies, 10% of the smaller portfolio · 3 in the same round- Luminaisame round · Series B · latest Apr 9, 2026
- Nexussame round · First firm led · Seed · latest Mar 31, 2026
- Vulcan Technologiessame round · First firm led · Seed · latest Oct 9, 2025
+2 more shared companies
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Co-investment history
5 shared deals on 5 companies, first seen Oct 9, 2025, latest Sep 23, 2026. First firm led 2 and Second firm led 0 of them.
Stage
known for 16 of 49 and 18 of 669StageFirst firmSecond firm
Series A · both2 13%8 44%
Seed · both4 25%6 33%
Series B · both4 25%3 17%
Series D+ · both3 19%1 6%
Series C3 19%0 0%
State
known for 12 of 49 and 31 of 669StateFirst firmSecond firm
CA · both4 33%16 52%
NY · both4 33%3 10%
MA · both3 25%3 10%
DE0 0%3 10%
WA · both1 8%1 3%
VA0 0%2 6%
TX0 0%1 3%
FL0 0%1 3%
Sector
known for 6 of 49 and 27 of 669SectorFirst firmSecond firm
Tech-enabled and IT services · both5 83%20 74%
Hardware and deep tech · both5 83%20 74%
Software · both5 83%20 74%
Life sciences · both1 17%1 4%
Healthcare services0 0%2 7%
Business services0 0%1 4%
Manufacturing0 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.