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
669 portfolio companies on record · led 3
Second firm
430 portfolio companies on record · led 3
Companies both back
20 companies, 5% of the smaller portfolio+17 more shared companies
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Co-investment history
20 shared deals on 20 companies, first seen Sep 14, 2026, latest Oct 1, 2026. First firm led 1 and Second firm led 0 of them.
Stage
known for 18 of 669 and 17 of 430StageFirst firmSecond firm
Series A · both8 44%1 6%
Seed · both6 33%2 12%
Series D+ · both1 6%5 29%
Series C0 0%4 24%
Series B · both3 17%3 18%
Pre-seed0 0%1 6%
Growth0 0%1 6%
State
known for 31 of 669 and 29 of 430StateFirst firmSecond firm
CA · both16 52%19 66%
NY · both3 10%2 7%
DE · both3 10%2 7%
MA3 10%0 0%
VA2 6%0 0%
TX · both1 3%1 3%
CT0 0%1 3%
MN0 0%1 3%
Sector
known for 27 of 669 and 30 of 430SectorFirst firmSecond firm
Tech-enabled and IT services · both20 74%25 83%
Hardware and deep tech · both20 74%25 83%
Software · both20 74%25 83%
Life sciences · both1 4%3 10%
Healthcare services2 7%0 0%
Manufacturing · both1 4%1 3%
Business services1 4%0 0%
Hospitality and leisure1 4%0 0%
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.