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
112 portfolio companies on record · led 2
Companies both back
2 companies, 11% of the smaller portfolio- ARX RoboticsFirst firm led · latest Oct 1, 2026
- Quantum Systemslatest Oct 1, 2026
Co-investment history
2 shared deals on 2 companies, first seen Sep 28, 2026, latest Oct 1, 2026. First firm led 1 and Second firm led 0 of them.
Stage
known for 0 of 18 and 0 of 112Not on record for either portfolio.
State
known for 0 of 18 and 2 of 112StateFirst firmSecond firm
CA0 0%1 50%
CO0 0%1 50%
Sector
known for 0 of 18 and 2 of 112SectorFirst firmSecond firm
Tech-enabled and IT services0 0%2 100%
Software0 0%2 100%
Hardware and deep tech0 0%2 100%
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.