What smart money is saying about Shelly Group SE
2 funds in our archive have pitched Shelly Group SE — most recently Fairlight Capital in December 2025.
Shelly Group SE engages in development, production, and sale of internet of things devices under the Shelly brand in Bulgaria, European Union, and internationally. The company offers subscription for cloud applications and real estate management activities. The company was formerly known as Shelly Group AD and changed its name to Shelly Group SE in December 2024. Shelly Group SE was founded in 2010 and is headquartered in Sofia, Bulgaria.
Fund coverage · 2 theses
- Fairlight CapitalDecember 2025
Shelly Group SE is a fast-growing residential IoT company pivoting into professional channels with strong ecosystem integration, positioning it as a long-term compounder.
Read the full thesis - Deep Sail CapitalDecember 2024
Shelly Group is strengthening its position in the smart home market through innovative software integration, strategic expansion, and a commitment to sustainability, all while achieving significant revenue growth and a favorable valuation.
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