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
6 portfolio companies on record · led 2
Second firm
12 portfolio companies on record · led 2
Companies both back
1 company, 17% of the smaller portfolio- Formationlatest Sep 28, 2026
Co-investment history
1 shared deal on 1 company, first seen Sep 28, 2026, latest Sep 28, 2026. First firm led 0 and Second firm led 0 of them.
Stage
known for 1 of 6 and 3 of 12StageFirst firmSecond firm
Series C1 100%0 0%
Series D+0 0%2 67%
Series A0 0%1 33%
State
known for 2 of 6 and 5 of 12StateFirst firmSecond firm
CA · both2 100%2 40%
NY0 0%2 40%
MA0 0%1 20%
Sector
known for 0 of 6 and 4 of 12SectorFirst firmSecond firm
Hardware and deep tech0 0%2 50%
Software0 0%2 50%
Tech-enabled and IT services0 0%2 50%
Life sciences0 0%1 25%
Hospitality and leisure0 0%1 25%
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.