The Equitybee reserve fund

Access to Startups for Institutional Investors

A brick tower made of startup company logos

For illustrative purposes only; Investments subject to availability.

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.

Here’s how the ERF benefits you:

Gain priority access to the top offers

Exclusive access to every single offer before being added to our platform

Customize your investment parameters

Dynamic investment criteria can include VC funding, industry, company, and more

Receive zero touch investment curation

Capital automatically deployed to offers fitting your investment criteria

Our investors accessed these companies before they went public

Partial list; past performance is not indicative of future results.

Want to check out potential ERF outcomes compared to investing in a secondary?
Check out our comparison calculator here.

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

Sample Equitybee liquidity event example

- December 2020

Employee approached Equitybee

Needed $90K to exercise options (including tax)
Cost basis - $4.4672 per share

- April 2021

Employee successfully exercised

$90K original investment amount
1% annual interest
25% share incentive

- 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 multiple on investment capital of 2.51X

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.