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
24 portfolio companies on record · led 0
Second firm
128 portfolio companies on record · led 1
Companies both back
2 companies, 8% of the smaller portfolioCo-investment history
2 shared deals on 2 companies, first seen Sep 16, 2026, latest Sep 30, 2026. First firm led 0 and Second firm led 0 of them.
Stage
known for 0 of 24 and 7 of 128StageFirst firmSecond firm
Series D+0 0%3 43%
Series A0 0%2 29%
Series B0 0%1 14%
Seed0 0%1 14%
State
known for 1 of 24 and 19 of 128StateFirst firmSecond firm
NY · both1 100%9 47%
VA0 0%2 11%
CA0 0%2 11%
TN0 0%1 5%
LA0 0%1 5%
WA0 0%1 5%
NC0 0%1 5%
GA0 0%1 5%
Sector
known for 2 of 24 and 18 of 128SectorFirst firmSecond firm
Software · both2 100%13 72%
Tech-enabled and IT services · both2 100%13 72%
Hardware and deep tech · both2 100%13 72%
Healthcare services0 0%2 11%
Consumer products and retail0 0%1 6%
Hospitality and leisure0 0%1 6%
Manufacturing0 0%1 6%
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.