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
119 portfolio companies on record · led 5
Second firm
93 portfolio companies on record · led 0
Companies both back
3 companies, 3% of the smaller portfolio- Airmaplatest Oct 1, 2026
- Grove Collaborativelatest Oct 1, 2026
- Pinatalatest Oct 1, 2026
Co-investment history
3 shared deals on 3 companies, first seen Sep 16, 2026, latest Oct 1, 2026. First firm led 0 and Second firm led 0 of them.
Stage
known for 2 of 119 and 2 of 93StageFirst firmSecond firm
Series A0 0%1 50%
Series C1 50%0 0%
Series D+0 0%1 50%
Series B1 50%0 0%
State
known for 6 of 119 and 7 of 93StateFirst firmSecond firm
CA · both3 50%2 29%
NY0 0%2 29%
AL1 17%0 0%
WA1 17%0 0%
AZ1 17%0 0%
GA0 0%1 14%
DE0 0%1 14%
KY0 0%1 14%
Sector
known for 6 of 119 and 3 of 93SectorFirst firmSecond firm
Tech-enabled and IT services · both5 83%2 67%
Software · both5 83%2 67%
Hardware and deep tech · both5 83%2 67%
Consumer products and retail0 0%1 33%
Business services1 17%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.