Coffee Meets Bagel 估值约为1.5亿美元

公司概览

Coffee Meets Bagel is a dating app founded in 2012 by sisters Arum, Dawoon, and Soo Kang that revolutionized online dating by focusing on quality over quantity. The platform sends users one curated match (“bagel”) daily at noon, rejecting the unlimited swiping model popularized by Tinder. This anti-swipe positioning targets users seeking serious relationships rather than casual hookups.

The company achieved fame by rejecting Mark Cuban’s $30 million buyout offer on Shark Tank in 2015, the largest cash offer in the show’s history. The Kang sisters’ bet has paid off, with current valuations ranging from $150M-$600M. The company operates profitably with strong unit economics, ranking as the 14th highest-earning dating app in the US and 4th in Southeast Asia.

鲨鱼 Tank 故事

该应用因其2015年在《鲨鱼 Tank》节目中的亮相而闻名，当时Kang姐妹寻求50万美元资金出让5%股权，使公司估值达到1000万美元。当时，他们拥有超过10万用户和8.7万美元的收入。.

Historic Moment: Mark Cuban made the largest cash offer in Shark Tank history $30 million to buy the company outright. The sisters rejected the offer, believing their platform could compete with giants like Match.com. They left without a deal but gained massive exposure and raised $23.2 million across four VC rounds afterward.

收入模式

Coffee Meets Bagel 通过多种渠道实现盈利，年收入超过2500万美元：

• Premium Subscriptions: Monthly premium costs $35 ( $20 on six-month plans ) and includes advanced filters and read receipts.
• In-App Currency (“Beans”): Users buy virtual currency to boost profiles or send special reactions, generating around $900K monthly in-app purchases.
• Brand Partnerships: Collaborations with lifestyle brands add revenue streams.

该平台拥有34%的高级订阅转化率，属行业最高水平之一，使其无需高昂营销支出即可实现EBITDA盈利。.

主要竞争对手

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Match Group 主导地位

Match集团旗下拥有Tinder、Hinge、Match.com、OkCupid及PlentyOfFish等平台，占据在线约会市场超70%份额。其2024年营收达34.7亿美元，拥有1490万付费用户，现金流利润率高达26.4%。.

Hinge表现尤为亮眼，季度营收达1.68亿美元（同比增长25%），付费用户达170万，其目标用户群体与Coffee Meets Bagel同样专注于婚恋关系导向人群。.

对比分析

The app’s valuation of $150M-$600M places it below Tinder and Bumble but above most independent apps. With $16–36 million in annual revenue and EBITDA profitability, it shows strong unit economics and 34% premium conversion versus Bumble’s losses.

While Match Group dominates, Coffee Meets Bagel thrives as a quality-first alternative for users seeking serious connections and a less swipe-driven experience. The company’s updates and community engagement can also be followed on Instagram, while its help center is available on Zendesk for users seeking support.

战略定位与结论

The Kang sisters’ decision to reject Mark Cuban’s $30 million offer proved wise. Now valued between $150M-$600M, Coffee Meets Bagel demonstrates that focus on intentional dating and financial discipline can outperform many venture-funded rivals. The challenge ahead is scaling while preserving authenticity in a market dominated by giants.

The Bottom Line: CMB’s independence and profitability prove it as a rare success story in a consolidated industry. Sustaining growth without losing its identity will determine whether it remains the most beloved alternative to Match Group’s empire.