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.
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Equitybee helps employees get the money they need to exercise their stock options by connecting them with investors who are interested in providing the funding to do so. We do this by executing SOFAs (Simple Options Funding Agreements). SOFAs allow the investor/s who fund your options a certain portion of your future proceeds upon a liquidation event (with no guarantee of such an event) and may limit your profits. The execution of a SOFA is subject to the terms of your company options agreement. Completion of the funding process is subject to additional terms and is not guaranteed. Employees are advised to consult with their own professional advisers prior to executing a SOFA.
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