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
5 portfolio companies on record · led 0
Second firm
39 portfolio companies on record · led 1
Companies both back
1 company, 20% of the smaller portfolio- Threadslatest Sep 30, 2026
Co-investment history
1 shared deal on 1 company, 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 5 and 0 of 39Not on record for either portfolio.
State
known for 0 of 5 and 4 of 39StateFirst firmSecond firm
NY0 0%1 25%
CA0 0%1 25%
WI0 0%1 25%
WA0 0%1 25%
Sector
known for 0 of 5 and 3 of 39SectorFirst firmSecond firm
Software0 0%3 100%
Tech-enabled and IT services0 0%3 100%
Hardware and deep tech0 0%3 100%
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.