Case Study
·
Published on Sep 2025

ServiceTitan employees
unlock over $1M.

From Options to Ownership

In December 2024, ServiceTitan - the SaaS platform powering trades like HVAC, plumbing, and electrical services - went public in one of the most notable software IPOs of the year. Shares priced at $71 and closed the first day at $101, giving the company an initial market cap of $8.9B.

For the employees who built ServiceTitan, this IPO was more than a headline. It was the moment years of hard work, late nights, and tough decisions turned into tangible value.

This is the story of four former ServiceTitan employees who chose to use Equitybee funding to exercise their stock options ahead of the IPO - and share in the success of the company they helped build.

The Challenge Employees Face

Like most startup employees, ServiceTitan team members were granted stock options. But to become shareholders, they needed to pay to exercise those options. Between strike price and taxes, this cost often reaches six figures.

For ServiceTitan employees, those costs were real. Without help, they risked walking away from the equity they had worked years to earn.

How Equitybee Helped?

Between May 2020 and October 2024, Equitybee facilitated funding for four ServiceTitan employees.
This funding allowed them to:

Exercise their vested options with no out-of-pocket costs

Become shareholders before the IPO

Share the upside when ServiceTitan went public

Just a few months after the last offer was funded, ServiceTitan IPO’d - unlocking liquidity.

The Equitybee Approach

Funding Without Personal Financial Exposure

Employees who used Equitybee were able to exercise their stock options without draining savings or taking on debt. With Equitybee, employees get the funding they need to cover exercise and tax costs - while retaining ownership of their shares.

How the Funding Works

When employees accept funding, they agree that if - and only if - a liquidity event
(IPO or acquisition) occurs, they will:

Repay the initial funding amount

Pay an annual interest rate 

Share a percentage of the total stock’s gross value 


If there’s no liquidity event, the employee owes nothing.

Terms vary based on strike price, market conditions, and investor demand. Stronger opportunities (low strike, strong company outlook) often result in more favorable terms.

The Outcome

With zero out-of-pocket cost, the four ex-employees of ServiceTitan turned their options into meaningful ownership.

Metric
Value
Employees funded
4
Total funding facilitated
$390K+
Total gross proceeds (IPO)
$1.1M+
Aggregate Retained by Employees
$308K+
Average upside retained
~43%
Funding Terms and Customization

Each of the 12 Reddit employee offers came with individualized terms - including exercise amount, investor share percentage, and accruing interest - based on:

1 Their option strike price

2 The company share value at time of offer

3 Time horizon until expected exit

This tailored approach ensured every participant had funding terms suited to their situation.

A Path for Every Employee

Equitybee has now helped 2,650+ startup employees from 840+ pre-IPO companies - including Reddit, Stripe, SpaceX, Databricks, and ServiceTitan - exercise their stock options and capture their upside. With over $235M facilitated, our mission is simple:


No loans


No out-of-pocket cost


No giving up your equity

Don’t walk away
from your equity.

Join 2,650+ employees who turned vested options
into real ownership

Start your application now