The Equitybee reserve fund

Access to Startups for Institutional Investors

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A brick tower made of startup company logos

For illustrative purposes only; Investments subject to availability.

A startup investing platform component

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:

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Gain priority access to the top offers

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

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Customize your investment parameters

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

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Receive zero touch investment curation

Capital automatically deployed to offers fitting your investment criteria

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Our investors accessed these companies before they went public

BetterCloud company logoMonday logoConfluent logoTrifacta logoCoursera logoBentobox logoCouchbase logoIronnet logo

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
Optimove logo
- 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 an IRR of 150%
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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Copyright © 2023 EquityBee Inc. All rights reserved.

This site is operated by EquityBee Inc. (“Equitybee”) , which is not a registered broker-dealer. Equitybee does not give investment advice, endorsement, analysis or recommendations with respect to any securities. All securities posted here are being offered by, and all information included on this site is the responsibility of, the applicable issuer of such securities. Equitybee has not taken steps to verify the adequacy, accuracy, or completeness of the information. Neither Equitybee nor any of its officers, directors, agents and employees makes any warranty, express or implied, of any kind related to the adequacy, accuracy or completeness of any information on this site or the use of information on this site. Funding is not guaranteed. By accessing this site and any pages thereof, you agree to be bound by the Terms of Service and Privacy Policy. Business Continuity Plan Summary

Securities offered through EquityBee Securities, LLC (“EBS”), an affiliate of Equitybee, Member FINRA. EBS does not make investment recommendations and no communication, through this website or in any other medium should be construed as a recommendation for any security offered on or off this investment platform. You can learn about Equitybee Securities on BrokerCheck

This website is intended solely for accredited investors. Investments in private offerings, and startup investments in particular, are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest in such offerings. Companies seeking startup investments tend to be in earlier stages of development and their business model, products and services may not yet be fully developed, operational or tested in the public marketplace. There is no guarantee that the stated valuation and other terms are accurate or in agreement with the market or industry valuations. Additionally, startup employees’ options and equity (once options are exercised) may be subject to blackout periods or other restrictions including holding period requirements. Investments in early-stage private companies should only be part of your overall investment portfolio. Furthermore, the allocation to this asset sub-class may be best fulfilled through a balanced portfolio of different start-ups. Investments in startups are highly illiquid and those investors who cannot hold an investment for the long term (at least 5-7 years) should not invest.

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Copyright © 2023 EquityBee Inc. All rights reserved. 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.