Equitybee executes private financing contracts (PFCs), private placements which are speculative, illiquid, contain substantial risk and may result in the complete loss of capital to the investor. These risks may be greater during extreme market conditions. PFCs do not grant or transfer ownership of startup company stock. Review the private placement memorandum carefully before investing. Securities offered through EquityBee Securities, LLC, member FINRA.
Performance for any ERF, any specific Equitybee offer, or underlying company may not be consistent with the overall performance history shown. Equitybee cumulative ROI is calculated by taking the ROIs for all offers that were completed from first invested date to distribution date between 02/01/2020 through 10/31/2022. Historical performance, particularly short-term performance, is no guarantee of future returns. Equitybee Cumulative ROI Investment returns will vary over time.
Equitybee is not affiliated or associated with, or endorsed by, any of the companies mentioned herein; investments subject to availability. All service- or trademarks are the property of their respective owners.
Performance for any ERF, any specific Equitybee offer, or underlying company may not be consistent with the overall performance history shown. Equitybee cumulative ROI is calculated by taking the ROIs for all offers that were completed from first invested date to distribution date between 02/01/2020 through 10/31/2022. Historical performance, particularly short-term performance, is no guarantee of future returns. Equitybee Cumulative ROI Investment returns will vary over time.
Equitybee is not affiliated or associated with, or endorsed by, any of the companies mentioned herein; investments subject to availability. All service- or trademarks are the property of their respective owners.
Invest In The Startups
Of Your Choice With Ease
Equitybee gives you the opportunity to access high-growth startups at past valuations by funding employee stock options. In exchange for helping startup employees exercise their options, you’ll receive a share of the proceeds upon a successful liquidity event.
The Equitybee Reserve Fund (ERF) was created to unlock this unique access for investors with a large amount of capital to deploy. When you invest with the ERF, you set your investment parameters and we’ll invest in multiple offers on your behalf -with just a single investment.
Our investors accessed these companies before they went public
Sample Equitybee liquidity event example
ERF vs. Secondary Market
Equitybee
Variable prepaid forward contract
Aligned interests between buyer, seller and Equitybee
Access to shares at discounted 409A valuations
No ROFR risk
Secondary
Equity ownership
Risk of illiquidity, exit is required to unlock investment return
No counterparty risk
Company specific risk
Want to check out potential ERF outcomes compared to investing in a secondary?
Check out our comparison calculator here.
Here’s How The ERF Benefits You:
Post fee and pre-tax | Past performance is not indicative of future results | Equitybee offers private placements which are speculative, illiquid, contain substantial risk and may result in the complete loss of capital to the investor | All ROI calculations are before tax.
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Gain priority access to the top offers
Exclusive access to every single offer before being added to our platform
Dynamic investment criteria can include VC funding, industry, company, and more
Customize your investment parameters
Capital automatically deployed to offers fitting your investment criteria
Receive zero touch investment curation
Employee successfully exercised
$90K original investment amount
1% annual interest
25% share incentive
April 2021
December 2020
Employee approached Equitybee
Needed $90K to exercise options (including tax)
Cost basis - $4.4672 per share
July 2022
Employee notified of tender offer
100% share purchase at $30.4868
November 2022
Distribution results
$609K in gross proceeds
$366K for the employee
$235K for the investor
Representing an IRR of 150%
Employee approached Equitybee
Needed $90K to exercise options (including tax)
Cost basis - $4.4672 per share
December 2020
Employee successfully exercised
$90K original investment amount
1% annual interest
25% share incentive
April 2021
Employee notified of tender offer
100% share purchase at $30.4868
July 2022
Distribution results
$609K in gross proceeds
$366K for the employee
$235K for the investor
Representing an IRR of 150%
November 2022
Learn More >
Access to Startups for Institutional Investors
The Equitybee
Reserve Fund
Learn More >
