Equitybee DPI Performance Report - Q4 2025

Equitybee platform investments outperformed the PitchBook top 10% VC DPI benchmark across all vintages since 2018

Published February 2026 | Data as of December 31, 2025

Overview

Equitybee platform investments continue to outperform traditional venture capital DPI benchmarks. Across all eight vintages from 2018 to 2025, Equitybee exceeded the PitchBook top-decile VC DPI benchmark.

These results reflect Equitybee’s model, which provides investors with access to diversified private market exposure through employee stock options. This approach focuses on late-stage companies, with investments made at the original grant price, which is often below the company’s most recent valuation.

Key Takeaways:

• Equitybee outperformed the PitchBook top 10% DPI benchmark across all 8 vintages (2018-2025).

• Since the end of Q3 2025, Equitybee investors received distributions from 14 additional liquidity events. These events generated a total MOIC of 2.38x.

• All results reflect realized distributions only, measured as of December 31, 2025.

Q4 2025 Results - Equitybee vs. PitchBook Top 10%
Vintage year

Equitybee  DPI*

PitchBook Top 10% DPI

Equitybee vs. PB

2018

3.80x

0.75x

+406%

2019

1.41x

0.35x

+303%

2020

1.12x

0.90x

+24%

2021

0.38x

0.18x

+111%

2022

0.21x

0.09x

+133%

2023

0.25x

0.19x

+32%

2024

0.09x

0.00x

NM

2025

0.02x

0.00x

NM

* DPI = Distributions to Paid-In Capital; figures rounded to two decimal places. VC data from PitchBook; Equitybee data as of December 31, 2025.

Equitybee Platform Investments vs Top 10% and Top 25% VC funds benchmarks

Past performance is not indicative of future results. Equitybee’s DPI is calculated either (a) as Total Net Investor Distributions divided by Total Invested Capital (including fees) for individual transactions, aggregated by vintage year, and (b) as Total Net Investor Distributions divided by Total Capital Contributed for funds-of-funds, by vintage year in which the first investment was completed. Results are as of December 31, 2025. VC benchmarks sourced from PitchBook.

What Changed Since Q3

Since the end of Q3 2025, Equitybee investors received distributions from 14 additional liquidity events. These events represent a total MOIC of 2.38×.

Several Q4 distributions came from IPOs that reached the end of their lockup periods:

Company
EXIT TYPE
IPO Date
Lockup Expiration
Top ROI**

eToro

IPO

May 2025

Nov 2025

954.07%

Circle

IPO

June 2025

Dec 2025

119.53%

Chime

IPO

June 2025

Dec 2025

88.79%

Figma

IPO

July 2025

Dec 2025

52.44%

**ROI calculation based on top ROI per investor per company. Past performance is not indicative of future results.

In addition, investors received distributions from four M&A transactions and five tender offers during Q4.

Market Backdrop: Selective Liquidity and a Slower Q4

Venture liquidity in 2025 remained selective. Exit activity concentrated in a limited number of companies and sectors.The U.S. government shutdown contributed to regulatory delays and reduced public market activity late in the quarter. Several anticipated transactions shifted beyond year-end.

Despite the slowdown
, Equitybee continued to generate DPI across vintages, including more recent years where traditional VC funds typically report limited or no distributions. This reflects how the platform’s diversified holdings generate liquidity at different times.

Looking Into 2026: Liquidity Events in Progress

Several liquidity events initiated in 2025 may complete in 2026. Companies that completed IPOs in 2025 and remain subject to post-IPO lockups include:

- Firefly Aerospace
- Figure Technology Solutions
- Netskope
- Navan
- Via Transportation
- StubHub

Distributions related to these events are expected following lockup expirations, subject to applicable terms and conditions.

Several large M&A transactions announced in 2025 remain in progress, including Wiz, Groq, Armis, and Brex. Distributions depend on transaction closings.
Looking further ahead, large private technology companies such as SpaceX, OpenAI, Stripe, and Databricks are widely viewed as potential future IPO candidates.
Timing and outcomes remain uncertain. Companies of this scale highlight the magnitude of venture-backed value that may eventually reach public markets and influence future liquidity cycles.

How DPI Is Calculated


DPI (Distributions to Paid-In): Total cash returned ÷ total invested capital.


Equitybee DPI: Total Net Investor Distributions ÷ Total Invested Capital (including fees), aggregated by vintage year.*


Vintage Year: First year capital was deployed.


Benchmarks: PitchBook VC fund DPI, 2018-2025.


Cut-off Date: December 31, 2025.

* For funds-of-funds, Equitybee's DPI is calculated as Total Net Investor Distributions divided by Total Capital Contributed for funds-of-funds, by vintage year in which the first investment was completed.

Methodology Notes


Reflects realized distributions only (no unrealized marks).


Aggregated platform-level data (not individual investor results).


Vintage alignment follows deployment year.

Past performance is not indicative of future results. Equitybee's DPI is calculated either (a) as Total Net Investor Distributions divided by Total Invested Capital (including fees) for individual transactions, aggregated by vintage year, and (b) as Total Net Investor Distributions divided by Total Capital Contributed for funds-of-funds, by vintage year in which the first investment was completed. Results are as of December 31, 2025. VC benchmarks sourced from PitchBook.

How Equitybee Achieves its Strong DPI Performance

Integration icon
Broad Access to Startups
Exposure to a wide range of pre-IPO companies.
Integration icon
Early Valuations
Investments at earlier valuations based on grant dates.
Integration icon
Discount to 409A
In-the-money investments due to a discount to 409A valuations.
The Problem that Creates Opportunity for Investors

Startup employees often receive stock options as part of their compensation. To convert these options into shares, employees must exercise their right to purchase these stock options, which involves significant upfront capital. Many employees cannot afford to do this, missing out on participating in the potential future success of the companies. Equitybee’s investors can provide the needed capital, allowing employees to exercise their options. In return, investors receive their initial investment, annual interest, and a percentage of the equity's value upon a successful liquidity event, such as an IPO or acquisition. This creates a mutually beneficial opportunity in a largely untapped market worth over $150 billion*.

Liquidity Considerations with Equitybee

Despite the aforementioned distribution drought from traditional US venture capital funds (mainly stemming from the lack of IPOs), Equitybee investments have continued to generate liquidity from a myriad of liquidity event types. This well-balanced mix means that Equitybee investors don’t need to rely on a hot IPO market to receive distributions. Additionally, tender offers (Equitybee’s historically highest performing liquidity event type) are a mostly unique exit route tied to the funding of employee stock options, which typically traditional VCs don’t have access to.

Realized Investments by Liquidity Event Type

Liquidity event type

MOIC*

Time to liquidity**

Tender Offer / Secondary

2.7x

30.3 Months

IPOs

1.8x

21.0 Months

SPAC

1.7x

21.9 Months

M&As

1.4x

30.7 Months

Bankruptcy

0.00x

44.1 Months

*Multiple on Invested Capital (MOIC) is calculated as the net proceeds distributed to investors divided by their original investment. In the Equitybee model, net proceeds typically comprise the original principal, accrued annual interest (ranging from 3% to 5%), and the investor’s share of the equity value at the liquidity event (typically 20% to 45% of the funded shares). A 5% carried interest is applied to the accrued interest and the equity value share at distribution.

**Time to liquidity Indicates average time from investment date to distribution date, sourced from Equitybee’s proprietary data

Past performance is not indicative of future results. Private placements are speculative, illiquid, contain substantial risk and may result in the complete loss of capital to the investor. Consult your tax accountant as there may be tax considerations on profit amounts. Results may vary with each use and over time. Investor proceeds may be settled in cash or shares.

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870+
Startups
Equitybee investors have funded employee stock options in.
280
Liquidity events
280 unique liquidity events from 211 different companies.
$271M+
Total Volume
Equitybee facilitated over $271 million in total transaction volume.
73%
Median Discount
Compared to the last known preferred share price paid by investors on the cap table.
28.4
Avg # of months to liquidity
For investments that reached liquidity, the average time to return was 28.4 months
4,000+
Customers
Over 4,000 startup employees and investors world wide
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Past performance is not indicative of future results. Private placements are speculative, illiquid, contain substantial risk and may result in the complete loss of capital to the investor. Consult your tax accountant as there may be tax considerations on profit amounts. Results may vary with each use and over time. Investor proceeds may be settled in cash or shares. Data calculated based on the US market reflects offers from March 2020 through December 2025; the Israel market reflects offers from June 2018 through December 2025