Shef

+83%

est. 2Y upside i

Series B

Shef is a Marketplace for Homemade Food

Rank

#587

Sector

Food Delivery, Marketplace

Est. Liquidity

~3Y

Data Quality

Data: Medium

Shef offers moderate equity upside with an expected 83% return over 2 years, but risks include a stale valuation and severe preference overhang.

Last updated: July 21, 2026

Bull (20%)+192%

Exit multiple expands to 6x (IPO window, category leadership). Projected revenue $79.4M yields exit value $476.4M, net of 20% dilution upside +192%.

Base (55%)+88%

Exit multiple converges to 4x (comp range). Exit value $317.6M, net of 20% dilution upside +88%.

Bear (25%)-16%

Exit multiple compresses to 2x (below comps). Exit value $158.8M, net of 20% dilution and preference stack yields -16%.

Est. time to liquidity~3.0 years

Preference Stack Risk

severe

Funding Intensity

93%

Total funding of $142M represents 93% of current valuation, creating significant senior claim for preferred holders.

Dilution Risk

high

With no recent funding round (last June 2022) and $73.5M raised, a new round within 24 months is likely, diluting common stockholders 15-25%.

Secondary Liquidity

none

No secondary market activity detected; liquidity is limited to exit events.

Questions to Ask at the Interview

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

1
“How does Shef plan to compete with large food delivery platforms that may enter this space?”
2
“What is the unit economics per chef and customer acquisition cost?”
3
“How are you thinking about dilution and future fundraising given the current cash runway?”

Our model estimates +83% upside. What do you think?

Anonymous. Do not share material non-public information.

Comments are reviewed before they appear publicly.

Loading comments...

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