Venture investing made accessible
Equitybee is a leading platform providing accredited investors with access to pre-IPO companies, by funding employee stock options. Its model enables investors to participate at earlier valuations, with a median discount of 77.6% from the last preferred share price.
The new, data-driven Equitybee Venture Portfolio Fund provides a highly diversified portfolio of 100+ startups, backed by some of the most successful VCs.
Introducing
Equitybee Venture Portfolio Fund
Sign up now
and get the fact sheet
***Past performance is not indicative of future results. 55.5% net IRR represents all fully realized investments across the Equitybee platform, including US and Israel markets. Investors should be aware that these returns were primarily achieved during favorable market conditions. The Israel market reflects offers from June 2018 through December 2023; the US market reflects offers from March 2020 through December 2023. Net IRR is shown net of all applicable fees for the respective market. This performance data does not represent any investor’s portfolio or any model portfolio. IRR figures are calculated for each transaction into an offer on the Equitybee platform from the date the investor's funds were received through the distribution date of proceeds, if any. If the distribution date was less than one year after the invested date, the IRR represents an unannualized return. For distributions one year or more after invested date, IRR is annualized. Data quoted excludes partial returns of invested capital, e.g., tender offers for a portion of covered securities, and investments which have not experienced a liquidity event. As of December 31, 2023, approximately $100 million has been invested on the Equitybee platform; 16.3% of invested capital has experienced a fully realized return, 83.6% of invested capital is unrealized or partially realized.
Fund terms
From 2000-2020, the top-quartile VCs
has averaged a 22.1% IRR, significantly outperforming the NASDAQ.** While you can invest in a NASDAQ ETF, a similar venture ETF doesn’t exist.
The Equitybee Venture Portfolio Fund (VPF) was created to access the venture market through an index-like strategy.
Venture industry performance
*Source: Morgan Stanley Wealth Management, Daniel Maccarrone, Co-Head of Global Investment Manager Analysis, Wealth Management
Venture portfolio fund core benefits
Discount to 409A
Invests via options priced at a steep discount to the fair market value. This ensures that only structurally in-the-money offers are included in the fund.
Reduced risk
Diversified portfolio of 100+ later-stage companies mitigates the risks associated with sector-specific downturns, and startup-specific failures.
Robust data-driven model
Statistical model leverages 24 years of VC return data, more than 10,000 data points, across more than 4,600 unique startup companies.
Venture market returns
The VPF is making venture investment accessible to all, and aiming to mirror the returns of the best performing venture funds.
Equitybee investments include
Equitybee is not affiliated or associated with, or endorsed by, any of the companies mentioned herein and the information included has not been checked or confirmed in any way by the same companies. All service- or trademarks are the property of their respective owners. Actual portfolio investments subject to availability.
Strict due diligence
Equitybee’s subsidiary, EquityBee Securities, is an SEC registered broker-dealer and FINRA member. Learn more about the role EquityBee Securities plays here.
Proven track record
Equitybee has helped fund the exercise of stock options in over 700 startups, returning an average of 55.5% IRR for investments that achieved liquidity.***
Venture investing
made accessible
Equitybee is a leading platform providing accredited investors with access to pre-IPO companies, by funding employee stock options. Its model enables investors to participate at earlier valuations, with a median discount of 77.6% from the last preferred share price.
The new, data-driven Equitybee Venture Portfolio Fund provides a highly diversified portfolio of 100+ later-stage startups, backed by some of the most successful VCs.
Sign up now and get the fact sheet
Sign up now and
get the fact sheet
Introducing
Equitybee Venture Portfolio Fund
From 2000-2020, the top-quartile VCs has averaged a 22.1% IRR, significantly outperforming the NASDAQ.* While you can invest in a NASDAQ ETF, a similar venture ETF doesn’t exist.
The Equitybee Venture Portfolio Fund (VPF) was created to access the venture market through an index-like strategy.
*Source: Morgan Stanley Wealth Management, Daniel Maccarrone, Co-Head of Global Investment Manager Analysis, Wealth Management
Venture Portfolio Fund core benefits
Discount to 409A
Invests via options priced at a steep discount to the fair market value. This ensures that only structurally in-the-money offers are included in the fund.
Reduced risk
Diversified portfolio of 100+ later-stage companies mitigates the risks associated with sector-specific downturns, and startup-specific failures.
Robust data-driven model
Statistical model leverages 24 years of VC return data, more than 10,000 data points, across more than 4,600 unique startup companies.
Venture market returns
The VPF is making venture investment accessible to all, and aiming to mirror the returns of the best performing venture funds.
Fund terms
Sign up now and get the fact sheet
***Past performance is not indicative of future results. 55.5% net IRR represents all fully realized investments across the Equitybee platform, including US and Israel markets. Investors should be aware that these returns were primarily achieved during favorable market conditions. The Israel market reflects offers from June 2018 through December 2023; the US market reflects offers from March 2020 through December 2023. Net IRR is shown net of all applicable fees for the respective market. This performance data does not represent any investor’s portfolio or any model portfolio. IRR figures are calculated for each transaction into an offer on the Equitybee platform from the date the investor's funds were received through the distribution date of proceeds, if any. If the distribution date was less than one year after the invested date, the IRR represents an internal rate of return. For distributions one year or more after invested date, IRR is internal. Data quoted excludes partial returns of invested capital, e.g., tender offers for a portion of covered securities, and investments which have not experienced a liquidity event. As of December 31, 2023, approximately $100 million has been invested on the Equitybee platform; 16.3% of invested capital has experienced a fully realized return, 83.6% of invested capital is unrealized or partially realized.
Strict due diligence
Equitybee’s subsidiary, EquityBee Securities, is an SEC registered broker-dealer and FINRA member. Learn more about the role EquityBee Securities plays here.
Proven track record
Equitybee has helped fund the exercise of stock options in over 700 startups, returning an average of 55.5% IRR for investments that achieved liquidity.***
Sign up now
and get the fact sheet
Equitybee executes private financing contracts (PFCs), which allow an investor a percentage claim to employee stock options upon a liquidation event, with no guarantee of such an event, and is subject to the terms of your company options agreement. Entering into a PFC could limit your profits; you should consult with your own professional advisers prior to entering into PFCs. PFCs are brokered by EquityBee Securities, LLC, member FINRA.
EquityBee Securities Form CRS
US 955 Alma Street, Suite A, Palo Alto, CA 94301(650) 847-1149
EquityBee is a registered trademark of EquityBee Inc.
EquityBee All rights reserved © 2023
EquityBee Securities Form CRS
US 955 Alma Street, Suite A, Palo Alto, CA 94301(650) 847-1149
EquityBee is a registered trademark of EquityBee Inc.
EquityBee All rights reserved © 2023
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