Version 4: Updated Jan 20, 2025
The Equitybee Customer Referral Program (the Program) is intended for individual referrals only.
TERMS:
Per Qualified Referral, referrers in the Program will receive a $250 Amazon gift card (the “Referral Incentive”) when a qualified funding request is completed by the referee. A “Qualified Referral” means the referee submits a qualified funding request including the documents necessary to validate the request which results in a funding proposal from Equitybee.
Within 90 days of a referee meeting Program requirements, each party will be notified via email.
CONDITIONS:
- Each referrer is limited to a maximum total reward of $500 per calendar year. Referrer certifies that each referred name represents an individual known to them. Referrals may not be sourced from automated or distribution lists. Participants must be located in the U.S. to be eligible for the Program.
- Eligibility for participation in the Employee Referral Program and associated stock options is contingent upon investor demand and may be subject to change at the discretion of the company. To qualify for the referral program, the company must meet the following criteria:
Requirements:
- The Company:
- Has raised at least $25 million in capital funded by a Top Tier venture capital group; and,
- The company must be in Series B or a later fundraising round.
- And, the Employee’s stock options must be priced below the current valuation.
The company reserves the right to modify or revoke eligibility requirements at any time, and all decisions regarding eligibility and stock options will be based on the final determination of the company.
- By participating in the Program, each participant agrees that Equitybee may disclose his/her identity as a customer of Equitybee to the referrer or referee.
- Current Equitybee employees, including employees of its subsidiaries, associated persons of SEC registered broker-dealers, employees or agents of SEC or state registered investment advisers, other financial professionals, and non-U.S. residents are not eligible for the Program.
- This offer is not valid for any business (incorporated or unincorporated) accounts. Customers may only be enrolled in one offer at a time. Cannot be combined with any other Equitybee referral program. Qualified customers must be of legal age in their state of residence. Equitybee Securities, LLC reserves the right to terminate this offer at any time without notification.
- Equitybee does not provide tax advice. Consult with your tax advisor about the appropriate tax treatment for this Program and any tax implications associated with receipt of the Referral Incentive before enrolling. Any related taxes are your responsibility.
- Equitybee may decline requests to enroll in this offer at its discretion.
- Equitybee and Amazon.com, Inc. are not affiliated. All service- or trademarks are the property of their respective owners.
- "Equitybee" refers to EquityBee Inc. and/or its subsidiaries or affiliates: EquityBee Securities, LLC, Equitybee Fund Management LLC, and Equity Bee Technologies Ltd.
- 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. Funding is not guaranteed.
Equitybee – Referral program terms
Updated January 20th, 2025
