-71%

est. 2Y upside i

Series B

Shef is a Marketplace for Homemade Food

Rank

#3882

Sector

Food Tech / Marketplace

Est. Liquidity

~4Y

Data Quality

Data: Medium

Meaningful downside risk: 3-year funding gap, thin moat, $109M preferences.

Last updated: March 21, 2026

Bull (15%)+180%

Acquired by DoorDash/Uber at 2-3x revenue.

Base (45%)+20%

Slow growth, flat Series C, thin M&A exit.

Bear (40%)-85%

No funding, DoorDash launches competing vertical, winds down.

Est. time to liquidity~4.0 years

Preference Stack Risk

high

Funding Intensity

215%

$109.3M raised; exit needs well above $110M for common value.

Dilution Risk

high

Three rounds over 5 years with no exit.

Secondary Liquidity

none

No secondary market or tender offers.

Questions to Ask at the Interview

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

  • 1

    “Current GMV run rate and growth?”

  • 2

    “M&A interest status?”

  • 3

    “409A vs Series B price?”

Community

Valuation Sentiment

Our model estimates -71% 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.