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
18 portfolio companies on record · led 2
Second firm
153 portfolio companies on record · led 2
Companies both back
3 companies, 17% of the smaller portfolio- Quantum Systemslatest Oct 1, 2026
- Upvestlatest Oct 1, 2026
- Included VClatest Sep 30, 2026
Co-investment history
3 shared deals on 3 companies, first seen Sep 24, 2026, latest Oct 1, 2026. First firm led 0 and Second firm led 0 of them.
Stage
known for 0 of 18 and 1 of 153StageFirst firmSecond firm
Series B0 0%1 100%
State
known for 0 of 18 and 2 of 153StateFirst firmSecond firm
CA0 0%1 50%
MI0 0%1 50%
Sector
known for 0 of 18 and 2 of 153SectorFirst firmSecond firm
Hardware and deep tech0 0%1 50%
Life sciences0 0%1 50%
Tech-enabled and IT services0 0%1 50%
Software0 0%1 50%
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.