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
8 portfolio companies on record · led 3
Second firm
124 portfolio companies on record · led 2
Companies both back
1 company, 13% of the smaller portfolio- WisprStage unknown · 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 3 of 8 and 3 of 124StageFirst firmSecond firm
Series B · both2 67%1 33%
Series A1 33%0 0%
Series D+0 0%1 33%
Seed0 0%1 33%
State
known for 4 of 8 and 15 of 124StateFirst firmSecond firm
NY · both2 50%4 27%
CA · both1 25%5 33%
KS1 25%0 0%
FL0 0%2 13%
WA0 0%1 7%
MI0 0%1 7%
CO0 0%1 7%
TN0 0%1 7%
Sector
known for 2 of 8 and 14 of 124SectorFirst firmSecond firm
Hardware and deep tech · both1 50%13 93%
Software · both1 50%13 93%
Tech-enabled and IT services · both1 50%13 93%
Hospitality and leisure · both1 50%1 7%
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.