*Equitybee is not affiliated or associated with, or endorsed by, any of the companies mentioned herein. Partial list; past performance is not indicative of future results.
¹ Equitybee data for offers that were available on Equitybee platform ² 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.
Why Equitybee?
Equitybee is a leading employee stock options funding platform. Since 2018, Equitybee provides investors with unprecedented access to high-growth, VC-backed startups. By funding employee stock options, investors can invest in today’s most promising startups based on past valuations.
Proven track record
Investments volume
$
100
M+
Startup companies
730
+
Net realized IRR**
55
%
Liquidity events
155
**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.
Proven track record
Over $100m in investment across 730+ startups, 155 liquidity events with 55% realized net IRR*.
Learn More >
Discounted Entry Price
In the past five years, the average discount was 31%* from the current fair market value, and 77% from the last known preferred share price, at time of investment.
*Source: Equitybee proprietary data
Access to Virtually Any Startup
Focusing on employee stock options provides unparalleled access to pre-IPO companies.
Strict Due Diligence
Equitybee’s subsidiary, Equitybee Securities, an SEC registered broker-dealer and FINRA member, conducts diligence on every offer presented on the platform.
Learn more about Equitybee Securities >
*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.
Empowering investors
Client Testimonials
"Equitybee’s institutional product provided me with a highly curated deal flow for my sought after companies and investment terms"
Dovi Frances
Founding Partner at Group11
"Great companies with attractive terms. Equitybee's deal flow is a great addition to my personal portfolio"
Oren Zeev
Founding Partner Zeev Ventures
"It’s a great platform. Access with attractive terms. Managed to build my wishlist portfolio"
Avery Schwarz
Partner at Greenfield
"As a VC Partner myself, I can testify to the great investor experience and the innovative venture strategy"
Adam Benayoun
Partner Collider Ventures
"Data driven and highly diversified venture fund - it makes sense"
Alon Matas
Founder & president @ BetterHelp
These testimonials may not be representative of all client experiences and there is no guarantee you will share the same results.
Frequently asked questions
Our offers are available only to accredited investors. To determine whether you qualify as an accredited investor, sign up as an investor and go through our quick onboarding process.
With Equitybee, you gain unique access to high-growth, VC-backed startups, a previously inaccessible asset class. By funding employee stock options, you come in at past company valuations. In addition, employees are usually granted options for common stock, which is typically priced lower than preferred stock. Therefore, following a successful liquidity event your entry point could be much lower than that of other investors.
Equitybee is a marketplace to bring investors and employees needing stock option funding together.
Equitybee gives investors access to these startup companies by funding employee stock options.
1. Investors provide capital
2. Employee uses capital to exercise stock options
3. After a successful* company liquidity event, employee pays investor:
- Principal Investment
- Any accrued annual interest
- Percentage of total value at time of liquidity event
* When proceeds exceed investment
Equitybee offers access to investment opportunities in high-growth pre-IPO companies for accredited investors, financial advisors, Registered Investment Advisors and more. You can choose between different investment strategies and products that will best suit the preferences and risk tolerance levels for you and your clients:
Single Company Deals
Explore hundreds of pre-IPO startups and invest in a company of your choice by funding employee stock options. This investment strategy is a higher risk - higher return investment. This approach offers potentially high returns, with our platform averaging a strong 55% realized net IRR* on successful investments. However, it's important to remember that startup investments are inherently risky, and some may result in losses, including complete loss of principal. By choosing this strategy, you're essentially placing your bet on the success of a single company. Learn more >
Equitybee Venture Portfolio Fund (VPF)
The VPF investment strategy is an index-like strategy aiming to generate top-quartile venture returns. Through a single investment, you gain exposure to 120+ pre-IPO companies. This high diversification strategy reduces the risk of typical venture capital investments while giving access to one of the top-performing asset classes in the past two decades. This investment product is available for both private accredited investors as well as RIAs and financial advisors. Learn more >
Equitybee Reserve Fund
The Equitybee Reserve Fund allows investors to build their own funds utilizing the Equitybee platform. Investors can set up their investment strategy, for example, with a list of specific companies, industries, venture capital firms, and/or minimum valuation, among others. When offers which meet the selected strategy become available the fund will deploy capital. This strategy and investment product suits institutional investors or investors (or a group of investors) aiming to deploy $5M+ per fund. Learn More >
*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.
Our platform features leading startups across a wide range of industries, including financial services and insurance, AI/ML, education, healthcare, hardware, cleantech, transportation, logistics, cybersecurity, space, robotics, precision manufacturing, nano-tech, AR/VR, IoT, marketing and advertising, agriculture, biotech, telecom, technology infrastructure, e-commerce, gaming, and entertainment. Most companies on our platform have raised at least $50 million in funding, are backed by well-known venture capital or private equity firms, and have completed at least one funding round over the last three years.
As part of the registration, you’ll be asked to provide us with basic information about yourself and your investment experience. You’ll then be presented with various investment opportunities, select the ones that interest you, and choose your investment amount. Next, your Investor Relations Manager will walk you through the rest of the process and answer any questions you may have. Finally, you’ll confirm your accreditation status, review disclosure materials, sign subscription documents, and wire your investment to our fund manager.
A liquidity event is an acquisition, merger, initial public offering (IPO), tender offer, or any other event at the company that allows shareholders to cash out some or all of their shares.
Following a successful* liquidity event, you will receive your initial investment back – with interest – as well as a portion of the stock value. The employee will be required to share the stock value in either cash or shares shortly after the end of any applicable lockup period.
* When proceeds exceed investment
Secondary trading involves buying or selling shares outright, while Equitybee facilitates the funding of employee stock options (via a variable prepaid forward contract) rather than purchasing shares. The secondary market allows VC funds and other shareholders that invested in the company in the earlier stages the opportunity to realize their investment before a potential initial public offering (IPO). So, venture investors or company employees are selling earlier investments at later stage valuations. When investing in a secondary, you directly own equity in the company and are represented on the cap table.
Investing with Equitybee allows you to invest in later stage companies, but at earlier-stage valuations, via vested employee stock options. The investment is in the form of a variable forward contract, and at the time of a successful liquidity event, the employee pays the investor the relevant proceeds. You own an interest in the forward contract, not in the underlying stock. The employee retains ownership of the equity throughout the process but may choose to settle the contract טin publicly traded shares after a liquidity event.
Equitybee Venture Portfolio Fund full FAQ
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