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
66 portfolio companies on record · led 1
Second firm
134 portfolio companies on record · led 0
Companies both back
2 companies, 3% of the smaller portfolio- Onticlatest Oct 1, 2026
- Ping IdentityStage unknown · latest Oct 1, 2026
Co-investment history
2 shared deals on 2 companies, first seen Sep 30, 2026, latest Oct 1, 2026. First firm led 0 and Second firm led 0 of them.
Stage
known for 1 of 66 and 0 of 134StageFirst firmSecond firm
Series B1 100%0 0%
State
known for 9 of 66 and 27 of 134StateFirst firmSecond firm
TX · both2 22%20 74%
VA2 22%0 0%
CA · both1 11%1 4%
MA1 11%0 0%
FL1 11%0 0%
MD1 11%0 0%
OR1 11%0 0%
IN0 0%2 7%
Sector
known for 9 of 66 and 15 of 134SectorFirst firmSecond firm
Tech-enabled and IT services · both9 100%11 73%
Software · both9 100%11 73%
Hardware and deep tech · both9 100%11 73%
Business services0 0%1 7%
Healthcare services0 0%1 7%
Consumer products and retail0 0%1 7%
Energy, utilities and infrastructure0 0%1 7%
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.