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VC Intelligence Report

DoorDash

Ecommerce — On-demand local food delivery [Android, iOS, Web App]
Ecommercemarketplaceest. 2014
▲ Rising
Category standing real
39th pctl · Ecommerce
18.6
Signal score
0–100 composite · real
#2,736
Category rank
of 5,171 · real
46th
Universe percentile
vs 79,105 modeled · real
19%
Mortality P(dead)
model est. · model est.

Signal trajectory

real

Signal 7.511.1 across 23 readings (+3.6). Composite of press, GitHub velocity, community heat, liveness and funding.

Cross-sectional profile

percentile rank vs 79,105 modeled products
Signal (universe) real
46
Signal (category) real
39
Profile maturity real
46
Tag breadth real
86
Network position sparse
100
Press footprint sparse
0

Percentiles computed over the modeled cohort (embedding + signal + tags). Sparse dimensions — network and press — reflect that most products have zero, so a single edge or mention lifts the rank; read those with the coverage flag.

Mortality outlook

model estimate
19%
P(inactive)
Low risk
Higher risk than 28% of the universe.

This is a model estimate, not a verdict. 78,505 of the 79,105 modeled products are unlabeled and scored by the model only.

  • LightGBM · binary mortality (dead vs surviving)
  • Held-out AUC 0.71 · CV AUC 0.79 ± 0.05 · Brier 0.21
  • Trained on 600 verified labels (150 dead / 450 surviving)
  • Leakage-guarded: excludes status, discontinued_year, profile_maturity
  • Top drivers: tag breadth, signal, vintage, liveness, business model

n=600 is thin → 95% CI on AUC ≈ ±0.10. Treat as a directional signal, not a calibrated probability.

Analyst read

generated from the metrics above · no external narrative

DoorDash sits in the 46th percentile of Launch Sentinel's 79,105-product universe by signal, ranked #2,736 of 5,171 in Ecommerce. The mortality model puts its probability of going inactive at 19% — a model estimate with a wide confidence band. It sits on the competitive-alternatives graph with 8 linked rivals, so the comparable set below leans on curated edges. Signal momentum is positive (WoW +47.6).

Comparable set

curated alternatives → functional tag-similarity
CompanyBasisSignalP(dead)
UberEATSecommercesimilar15.741%
Poket Nomadtraveltag-overlap15.787%
FanDuelentertainmenttag-overlap15.73%
On-Demand Food Delivery appecommercesimilar30.07%
Wortheeecommercesimilar25.728%
Deliveroo - Food on Demand in Europe and Asiaecommercesimilar18.695%
Postmatesecommercesimilar15.785%
Monkey Parkingtraveltag-overlap15.712%

Confidence reflects source and category coherence: curated = an editorially linked alternative; similar = strong functional tag-overlap in the same category; tag-overlap = shared tags only and may be noisy. Signal & P(dead) are real / model.

Structure

observed attributes
Business modelmarketplace
Liveness tierquiet
Open sourceNo
Public APINo
Free tierNo
Enterprise tierNo

Funding & team

not in source

No disclosed funding in our sources. Funding data covers only ~1% of the corpus (462 rounds across 79K products), so absence here is unknown, not zero— we don't estimate a number we can't source.