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
186 portfolio companies on record · led 2
Second firm
669 portfolio companies on record · led 3
Companies both back
8 companies, 4% of the smaller portfolio+5 more shared companies
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Co-investment history
8 shared deals on 8 companies, 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 186 and 18 of 669StageFirst firmSecond firm
Series A · both2 67%8 44%
Seed · both1 33%6 33%
Series B0 0%3 17%
Series D+0 0%1 6%
State
known for 18 of 186 and 31 of 669StateFirst firmSecond firm
CA · both6 33%16 52%
NY · both5 28%3 10%
MA · both3 17%3 10%
DE0 0%3 10%
VA0 0%2 6%
PA · both1 6%1 3%
FL · both1 6%1 3%
OR1 6%0 0%
Sector
known for 9 of 186 and 27 of 669SectorFirst firmSecond firm
Software · both9 100%20 74%
Tech-enabled and IT services · both9 100%20 74%
Hardware and deep tech · both9 100%20 74%
Healthcare services0 0%2 7%
Life sciences0 0%1 4%
Hospitality and leisure0 0%1 4%
Business services0 0%1 4%
Manufacturing0 0%1 4%
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.