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
431 portfolio companies on record · led 3
Companies both back
7 companies, 6% of the smaller portfolio+4 more shared companies
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Co-investment history
7 shared deals on 7 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 17 of 431StageFirst firmSecond firm
Series C · both1 50%4 24%
Series B · both1 50%3 18%
Series D+0 0%5 29%
Seed0 0%2 12%
Growth0 0%1 6%
Pre-seed0 0%1 6%
Series A0 0%1 6%
State
known for 12 of 119 and 82 of 431StateFirst firmSecond firm
CA · both4 33%50 61%
NY · both3 25%11 13%
MA · both1 8%4 5%
IL · both1 8%1 1%
WA · both1 8%1 1%
AZ1 8%0 0%
AL1 8%0 0%
DE0 0%2 2%
Sector
known for 6 of 119 and 30 of 431SectorFirst firmSecond firm
Hardware and deep tech · both5 83%25 83%
Tech-enabled and IT services · both5 83%25 83%
Software · both5 83%25 83%
Business services1 17%0 0%
Life sciences0 0%3 10%
Manufacturing0 0%1 3%
Energy, utilities and infrastructure0 0%1 3%
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.