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
84 portfolio companies on record · led 0
Second firm
48 portfolio companies on record · led 2
Companies both back
3 companies, 6% of the smaller portfolio · 1 in the same round- Kairon Healthsame round · Second firm led · Stage unknown · latest Sep 29, 2026
- Beaming Health, Inc.Stage unknown · MN · latest Oct 1, 2026
- Marigold Healthlatest Oct 1, 2026
Co-investment history
4 shared deals on 3 companies, first seen Sep 12, 2026, latest Oct 1, 2026. First firm led 0 and Second firm led 1 of them.
Stage
known for 4 of 84 and 3 of 48StageFirst firmSecond firm
Series A · both2 50%2 67%
Series C0 0%1 33%
Series B1 25%0 0%
Seed1 25%0 0%
State
known for 11 of 84 and 10 of 48StateFirst firmSecond firm
CA · both4 36%1 10%
TX4 36%0 0%
MA · both1 9%2 20%
CT0 0%2 20%
MN · both1 9%1 10%
FL0 0%1 10%
SC0 0%1 10%
NY0 0%1 10%
Sector
known for 10 of 84 and 5 of 48SectorFirst firmSecond firm
Tech-enabled and IT services · both7 70%3 60%
Hardware and deep tech · both7 70%3 60%
Software · both7 70%3 60%
Healthcare services · both2 20%1 20%
Life sciences · both1 10%1 20%
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.