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
17 portfolio companies on record · led 0
Second firm
65 portfolio companies on record · led 0
Companies both back
3 companies, 18% of the smaller portfolio- Lunar Outpost IncSeries B · CO · latest Oct 1, 2026
- Ursa MajorStage unknown · latest Oct 1, 2026
- Vastlatest Oct 1, 2026
Co-investment history
3 shared deals on 3 companies, first seen Oct 1, 2026, latest Oct 1, 2026. First firm led 0 and Second firm led 0 of them.
Stage
known for 2 of 17 and 5 of 65StageFirst firmSecond firm
Series D+0 0%3 60%
Series B · both1 50%1 20%
Series A1 50%0 0%
Seed0 0%1 20%
State
known for 5 of 17 and 5 of 65StateFirst firmSecond firm
CO · both2 40%2 40%
CA · both2 40%1 20%
TX0 0%1 20%
IL0 0%1 20%
MA1 20%0 0%
Sector
known for 3 of 17 and 6 of 65SectorFirst firmSecond firm
Tech-enabled and IT services · both2 67%5 83%
Software · both2 67%5 83%
Hardware and deep tech · both2 67%5 83%
Business services1 33%0 0%
Media and telecom0 0%1 17%
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.