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
36 portfolio companies on record · led 0
Second firm
186 portfolio companies on record · led 1
Companies both back
1 company, 3% of the smaller portfolio · 1 in the same round- MontyCloud, Inc.same round · Stage unknown · WA · latest Oct 1, 2026
Co-investment history
4 shared deals on 1 company, first seen Sep 18, 2024, latest Oct 1, 2026. First firm led 0 and Second firm led 0 of them.
Stage
known for 1 of 36 and 1 of 186StageFirst firmSecond firm
Seed0 0%1 100%
Series B1 100%0 0%
State
known for 3 of 36 and 45 of 186StateFirst firmSecond firm
WA · both1 33%30 67%
CA · both1 33%7 16%
NJ1 33%0 0%
OR0 0%5 11%
ME0 0%1 2%
MA0 0%1 2%
NY0 0%1 2%
Sector
known for 3 of 36 and 25 of 186SectorFirst firmSecond firm
Hardware and deep tech · both3 100%25 100%
Tech-enabled and IT services · both3 100%25 100%
Software · both3 100%25 100%
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.