Next Insurance

Liquidity Case Study | PUBLISHED NOV 2025
Liquidity Event

M&A, Mar 2025

Time to liquidity

35.6 Months

Net IRR*

19.71%

Net MOIC**

1.8x

Figures represent the median Equitybee investor
OVERVIEW TITLE

Next Insurance is a U.S.-based Developer of an insurance platform designed to meet the needs of small businesses. In March 2025,Next Insurance was acquired by Ergo Group, a subsidiary of Munich Re, for $2.6 billion in a cash only deal. The transaction provided a full liquidity event for investors and employees, but it also underscored the steep reset from the company’s $4.0 billion peak valuation at its Series F in 2021 and Series E $3.0 billion back in 2020.

Next Insurance investments with Equitybee

From Sep 2021 to Dec 2023, Equitybee facilitated the funding of stock option packages for 10 Next Insurance employees. 20 months after the last employee was funded, Next Insurance was acquired, delivering positive returns to all investors via Equitybee.

How did returns through Equitybee perform compared to leading VCs?

Despite Next Insurance’s exit valuation being significantly below its peak, Equitybee investors still achieved positive net returns, demonstrating the strength of stock option financing entry prices through Equitybee. In fact, Equitybee platform investors outperformed leading venture firms that participated in the company’s funding rounds since Series D in 2019, including top players such as Battery Ventures, Global Founders Capital, Group 11, and others.

Broad Access
By funding startup employees' stock options, Equitybee opens the door for investors to participate in virtually any pre-IPO company. As of the date this case study was published, investors on the platform have funded employee stock options in over 890 startups, spanning sectors from SaaS and fintech to AI and consumer technology.
Discounted Entry Price
By funding startup employees' stock options, Equitybee opens the door for investors to participate in virtually any pre-IPO company. As of the date this case study was published, investors on the platform have funded employee stock options in over 870 startups, spanning sectors from SaaS and fintech to AI and consumer technology.

Earlier Valuations, Faster Liquidity

Comparison Table
Entry Price Months To Liquidity Net IRR
Equitybee Investors* $0.87 35.68 19.71%
Series G Investors $2.57 20.3 2.8%
Series F Investors $4.95 51.8 0.0%
Series E Investors $3.02 58.1 0.0%
Series D Investors $1.72 69.8 8.2%

*Equitybee Investors figures represent the median Equitybee investor

Investment entry prices vs. Net IRR

Notably, the median net IRR for Equitybee offers on Next Insurance was 19.71%. By comparison, estimated round IRRs clustered as follows: early rounds delivered strong outcomes (Series A ≈ 34% annualized; Series B ≈ 25%; Series C ≈ 22%), the mid round moderated (Series D ≈ 8%), late rounds were flat to low (Series G ≈ 3%, while Series E and Series F realized ~1.00x via preference, ~0% IRR). This highlights how the M&A waterfall favored earlier entry prices, while late-stage preferred primarily protected principal.

Investments Breakdown

Offers Table
Offer # Net MOIC Net IRR Avg m. to Liquidity Funded Date Offer Price Interest SIP% Distr. Date Settlement Price
Offer #1 1.11 2.68% 47.19 09/14/2021 $1.2140 0.00% 20% 07/25/2025 $2.73
Offer #2 1.27 9.37% 32.47 01/12/2022 $1.2140 0.00% 30% 07/24/2025 $2.73
Offer #3 1.19 5.2% 41.53 06/09/2022 $2.0759 2.00% 15% 11/03/2025 $2.69
Offer #4 1.47 12.21% 40.53 06/24/2024 $1.5885 2.00% 30% 10/22/2025 $2.69
Offer #5 2.1 27.22% 36.97 07/14/2022 $0.5220 0.00% 30% 07/24/2025 $2.73
Offer #6 3.0 44.95% 35.73 08/21/2022 $0.2580 0.00% 24% 07/24/2025 $2.73
Offer #7 4.5 67.02% 35.62 08/31/2022 $0.1420 0.00% 22% 07/24/2025 $2.73
Offer #8 1.3 10.42% 31.40 12/26/2022 $1.2140 0.00% 32% 07/24/2025 $2.73
Offer #9 2.15 37.33% 29.40 02/26/2023 $0.5220 0.00% 32% 07/24/2025 $2.73
Offer #10 2.8 85.31% 20.20 06/12/2023 $0.5220 0.00% 49% 07/24/2025 $2.73

From Investment to Liquidity

Timeline Of Events

Oct 2019
Next Insurance Completes Series D

Preferred Share Price - $1.71
Funding Amount - $250M
Post Money Valuation - $1.13B
Lead investor - CapitalG

Sep 2020
Next Insurance Completes Series E

Preferred Share Price - $3.02
Funding Amount - $250M
Post Money Valuation - $2.25B
Lead investor - FinTLV Ventures

Mar 2021
Next Insurance Completes Series F

Preferred Share Price - $4.95
Funding Amount - $250M
Post Money Valuation - $4B
Lead investor - Battery Ventures

Sep 2021
Offer #1 Funded

The first Next Insurance employee offer was funded through Equitybee.
Offer Price - $1.214
Discount vs. Series F Preferred -75%

Jan 2022 - Feb 2023
Offer #2-#9 Funded

Equitybee funded 8 additional employee offers.
Offer Price Range - $0.14-$2.07
Discount vs Series F Preferred - 58%-97%

Nov 2023
Next Insurance Completes Series G

Preferred Share Price - $2.57
Funding Amount - $265M
Post Money Valuation - $2.5B
Lead investor - Allianz X

Dec 2023
Offer #10 Founded

Offer Price - $0.52
Discount vs. Series G Preferred - 79.77%

Mar 2025
Next Insurance Announcing M&A

Deal Price - Dec. 11, 2024
Aquired by Ergo Group

Jul 2025
Distribution to investors started

In July 2025, the M&A closed, triggering settling investments made into Next Insurance employee offers via Equitybee.

Equitybee Investors Returns

Liquidity Event

M&A, Mar 2025

Time to liquidity

35.6 Months

Net IRR*

19.71%

Net MOIC**

1.8x

Figures represent the median Equitybee investor. Fundraising round information sourced via Pitchbook, Inc.

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Join the success of hundreds of investors who made it with Equitybee

890+

Startups
Equitybee investors have funded employee stock options in.
298
Liquidity events
298 unique liquidity events from 223 different companies.
$317M+
Total Volume
Equitybee facilitated over $317 million in total transaction volume.
70%
Median Discount
Compared to the last known preferred share price paid by investors on the cap table.
29.3
Avg # of months to liquidity
For investments that reached liquidity, the average time to return was 29.3 months
4,000+
Customers
Over 4,000 startup employees and investors world wide

*Multiple on Invested Capital
**Internal Rate of Return, net of feesPast performance is not indicative of future results. 33.9% IRR represents the median IRR experienced by investors who utilized Equitybee to fund eToro’s employee stock options. Net IRR is shown net of all applicable fees. IRR figures are calculated for each offer on the Equitybee platform from the date the investor's funds were transferred to the employee (funded date) through the distribution date of proceeds.. If the distribution date was less than one year after the funded date, the IRR represents an unannualized return. For distributions one year or more after the funded date, IRR is annualized.
- eToro public share prices sourced through Yahoo! Finance. Equitybee is not affiliated or associated with, or endorsed by, any of the companies mentioned herein. Equitybee executes private financing contracts (PFCs), private placements which are speculative, illiquid, contain substantial risk and may result in the complete loss of capital to the investor. These risks may be greater during extreme market conditions. PFCs do not grant or transfer ownership of startup company stock. When a liquidity event occurs at a price per share less than the investment price per share, Investors will first receive all available funds to recoup the original investment amount. The employee will not receive any proceeds in this event. A private offering of interests will only be made pursuant to a confidential private placement memorandum, an operating agreement, and other subscription documents (“Other Documents”), which will only be furnished to qualified investors on a confidential basis at their request for their consideration in connection with such offering. For accredited investors only. Securities offered through EquityBee Securities, LLC, member FINRA.