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
40 portfolio companies on record · led 0
Second firm
111 portfolio companies on record · led 3
Companies both back
1 company, 3% of the smaller portfolio- Fanduellatest Oct 1, 2026
Co-investment history
1 shared deal on 1 company, first seen Sep 16, 2026, latest Oct 1, 2026. First firm led 0 and Second firm led 0 of them.
Stage
known for 1 of 40 and 3 of 111StageFirst firmSecond firm
Series A · both1 100%2 67%
Seed0 0%1 33%
State
known for 1 of 40 and 19 of 111StateFirst firmSecond firm
CA · both1 100%16 84%
FL0 0%1 5%
DE0 0%1 5%
MN0 0%1 5%
Sector
known for 1 of 40 and 5 of 111SectorFirst firmSecond firm
Software · both1 100%5 100%
Hardware and deep tech · both1 100%5 100%
Tech-enabled and IT services · both1 100%5 100%
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.