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
97 portfolio companies on record · led 0
Second firm
669 portfolio companies on record · led 3
Companies both back
3 companies, 3% of the smaller portfolio- PagerdutyStage unknown · latest Oct 1, 2026
- SimplyInsuredlatest Oct 1, 2026
- AlexStage unknown · latest Sep 16, 2026
Co-investment history
2 shared deals on 2 companies, first seen Apr 27, 2017, latest Oct 1, 2026. First firm led 0 and Second firm led 0 of them.
Stage
known for 0 of 97 and 18 of 669StageFirst firmSecond firm
Series A0 0%8 44%
Seed0 0%6 33%
Series B0 0%3 17%
Series D+0 0%1 6%
State
known for 12 of 97 and 31 of 669StateFirst firmSecond firm
CA · both3 25%16 52%
DE · both2 17%3 10%
NY · both2 17%3 10%
IL2 17%0 0%
MA0 0%3 10%
FL · both1 8%1 3%
WA · both1 8%1 3%
UT1 8%0 0%
Sector
known for 10 of 97 and 27 of 669SectorFirst firmSecond firm
Software · both10 100%20 74%
Tech-enabled and IT services · both10 100%20 74%
Hardware and deep tech · both10 100%20 74%
Healthcare services0 0%2 7%
Life sciences0 0%1 4%
Media and telecom0 0%1 4%
Business services0 0%1 4%
Manufacturing0 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.