
What smart money is saying about DoorDash
2 funds in our archive have pitched DoorDash — most recently Sands Capital Global Growth in December 2025.
DoorDash, Inc. operates a logistics platform that connects merchants, consumers, and dashers in the United States and internationally. It operates DoorDash and Wolt marketplaces, which provides an array of services that enable merchants to solve mission-critical challenges, such as customer acquisition, delivery, insights and analytics, merchandising, payment processing, and customer support; DashPass and Wolt+, a membership products; and offers DoorDash Drive and Wolt Drive, a white-label delivery fulfillment services; DoorDash Storefront that enables merchants to offer consumers on-demand access to e-commerce; and Bbot, which offers merchants digital ordering and payment solutions for in-store and online channels. The company was formerly known as Palo Alto Delivery Inc. and changed its name to DoorDash, Inc. in 2015. DoorDash, Inc. was incorporated in 2013 and is headquartered in San Francisco, California.
Fund coverage · 2 theses
- Sands Capital Global GrowthDecember 2025
DoorDash is the leading U.S. delivery platform with strong growth and improving unit economics, reinvesting from a position of strength across multiple adjacencies.
Read the full thesis - Artisan US Mid Cap Growth StrategyMarch 2025
DoorDash is a technology-driven marketplace that leads the restaurant delivery sector while expanding into grocery delivery, aiming for profitability through its established Dasher network despite current losses in that area.
Read the full thesis
Read every full thesis on DoorDash
Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→