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
128 portfolio companies on record · led 1
Second firm
186 portfolio companies on record · led 2
Companies both back
5 companies, 4% of the smaller portfolio- Earth Forcelatest Sep 30, 2026
- Everphonelatest Sep 30, 2026
- MongodbStage unknown · latest Sep 30, 2026
+2 more shared companies
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Co-investment history
4 shared deals on 4 companies, first seen Sep 16, 2026, latest Sep 30, 2026. First firm led 0 and Second firm led 0 of them.
Stage
known for 7 of 128 and 3 of 186StageFirst firmSecond firm
Series A · both2 29%2 67%
Series D+3 43%0 0%
Seed · both1 14%1 33%
Series B1 14%0 0%
State
known for 19 of 128 and 18 of 186StateFirst firmSecond firm
NY · both9 47%5 28%
CA · both2 11%6 33%
MA0 0%3 17%
VA2 11%0 0%
MD · both1 5%1 6%
PA0 0%1 6%
OR0 0%1 6%
FL0 0%1 6%
Sector
known for 18 of 128 and 9 of 186SectorFirst firmSecond firm
Software · both13 72%9 100%
Tech-enabled and IT services · both13 72%9 100%
Hardware and deep tech · both13 72%9 100%
Healthcare services2 11%0 0%
Hospitality and leisure1 6%0 0%
Consumer products and retail1 6%0 0%
Manufacturing1 6%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.