-62%

est. 2Y upside i

FinTechSeries A

Daffy makes giving a habit. Contribute cash, stock, or crypto, watch it grow tax-free, and donate to 1.5M+ charities in the U.S.

Rank

#634

Sector

Fintech

Est. Liquidity

~4Y

Data Quality

Data: Medium

Daffy presents a strong upside opportunity driven by exceptional growth (4.4x faster than industry average) and a disruptive flat-fee model in the large donor-advised fund market.

Last updated: March 10, 2026

Bull (35%)+300%

Daffy continues its rapid growth, leveraging its flat-fee model and innovative features like crypto and private stock donations to capture significant market share from traditional DAFs. Membership expands to over 50,000 accounts, and the underlying technology company (Aside, Inc.) achieves a $800M valuation by 2028, driven by strong subscription revenue growth and a premium multiple for its disruptive model.

Base (40%)+50%

Daffy maintains its strong growth trajectory, becoming a leading modern DAF provider. While facing increased competition from incumbents adopting similar features, its differentiated model and community focus allow for steady expansion. The company reaches a $300M valuation by 2028, reflecting continued user acquisition and modest revenue growth for Aside, Inc.

Bear (25%)-75%

Incumbent DAF providers successfully replicate Daffy's innovative features and flat-fee model, or regulatory changes create headwinds for its unique structure. Growth slows significantly, and the high P/S multiple compresses. A down round or slower fundraising environment leads to a $50M valuation, severely impacting common stock value given the preference stack.

Est. time to liquidity~4.0 years

Preference Stack Risk

moderate

Investors hold $22M in liquidation preferences, representing 11% of the estimated $200M current valuation.

Dilution Risk

high

As a Series A company, Daffy (Aside, Inc.) will likely undergo several more funding rounds, leading to significant future dilution for common shareholders.

Secondary Liquidity

none

There is no indication of active secondary markets or tender offers for Daffy's equity at this stage.

Questions to Ask at the Interview

Strategic questions based on Daffy's data — designed to show you've done your homework.

  • 1

    “Daffy has achieved impressive growth and a 'Top 10 DAF' ranking. How do you plan to sustain this momentum and defend against large incumbents like Fidelity Charitable or Vanguard Charitable, particularly if they begin to adopt similar modern features or flat-fee structures?”

  • 2

    “With ~$4M in revenue for Aside, Inc. and over $720M in charitable assets under management, how does the company plan to monetize its platform more deeply or expand its revenue streams beyond the current membership model to justify a higher valuation?”

  • 3

    “Given the Series A funding and the company's growth trajectory, what is the anticipated timeline for the next funding round, and how is the company thinking about managing potential dilution for early employees holding common stock or options?”

Community

Valuation Sentiment

Our model estimates -62% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.