DFX Intelligence
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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
11 portfolio companies on record · led 0
Second firm
430 portfolio companies on record · led 3
Companies both back
1 company, 9% of the smaller portfolio- Sunrun Inc.Stage unknown · CA · latest Oct 1, 2026
Co-investment history
1 shared deal on 1 company, first seen Sep 16, 2026, latest Oct 1, 2026. First firm led 0 and Second firm led 0 of them.
Stage
known for 1 of 11 and 17 of 430StageFirst firmSecond firm
Series B · both1 100%3 18%
Series D+0 0%5 29%
Series C0 0%4 24%
Seed0 0%2 12%
Series A0 0%1 6%
Pre-seed0 0%1 6%
Growth0 0%1 6%
State
known for 2 of 11 and 29 of 430StateFirst firmSecond firm
CA · both1 50%19 66%
NJ1 50%0 0%
NY0 0%2 7%
DE0 0%2 7%
CT0 0%1 3%
CO0 0%1 3%
MN0 0%1 3%
MI0 0%1 3%
Sector
known for 2 of 11 and 30 of 430SectorFirst firmSecond firm
Software · both1 50%25 83%
Hardware and deep tech · both1 50%25 83%
Tech-enabled and IT services · both1 50%25 83%
Energy, utilities and infrastructure · both1 50%1 3%
Life sciences0 0%3 10%
Manufacturing0 0%1 3%
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.