Venture investing made accessible

Equitybee is a leading platform providing accredited investors with access to pre-IPO companies, by funding employee stock options. Its model enables investors to participate at earlier valuations, with a median discount of 77.6% from the last preferred share price.

The new, data-driven Equitybee Venture Portfolio Fund provides a highly diversified portfolio of 120+ startups, backed by some of the most successful VCs.

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Introducing

Equitybee Venture Portfolio Fund

From 2000-2020, the top-quartile VCs has averaged a 22.1% IRR, significantly outperforming the NASDAQ.* While you can invest in a NASDAQ ETF, a similar venture ETF doesn’t exist.

The Equitybee Venture Portfolio Fund (VPF) was created to access the venture market through an index-like strategy.

Venture Portfolio Fund core benefits

Discount to 409A

Invests via options priced at a steep discount to the fair market value. This ensures that only structurally in-the-money offers are included in the fund.

Robust data-driven model

Statistical model leverages 24 years of VC return data, more than 10,000 data points, across more than 4,600 unique startup companies.

Reduced risk

Diversified portfolio of 120+ later-stage companies mitigates the risks associated with sector-specific downturns, and startup-specific failures.

Venture market returns

The VPF is making venture investment accessible to all, and aiming to mirror the returns of the best performing venture funds.

Fund terms

Min commitment per investor

$100,000

Fund investment period

~12-18 months

Target fund life

Five years

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Looking to focus your investment on a single startup?

Equitybee also allows you to invest in specific companies by funding employee stock options. Get access to high growth startups like Stripe, Databricks, Plaid and many more. Our investors have enjoyed an entry price that saw a median discount of 77.6% based on the most recent preferred share price. The minimum amount for a specific company investment is $10,000.

Equitybee is not affiliated or associated with, or endorsed by, any of the companies mentioned herein; investments subject to availability.

Proven track record

Equitybee has helped fund the exercise of stock options in over 730 startups, returning an average of 55.5% IRR for investments that achieved liquidity.**

Strict due diligence

Equitybee’s subsidiary, Equitybee Securities, is a SEC registered broker-dealer and FINRA member.
Learn more about Equitybee Securities >

Equitybee investments include

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. Actual portfolio investments subject to availability.

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*Source: Morgan Stanley Wealth Management, Daniel Maccarrone, Co-Head of Global Investment Manager Analysis, Wealth Management.
**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 internal rate of return. For distributions one year or more after invested date, IRR is internal. 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.

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. PFCs are brokered by EquityBee Securities, LLC, member FINRA. A liquidity event is an acquisition, merger, initial public offering (IPO), or any other event at the company that allows shareholders to cash out some or all of their shares. A successful liquidity event is one where the proceeds exceed funding amount, additional cash received, and fees.EquityBee Securities Form CRS