Example Equity Plans

Getting confused about equity plans and pool percentages? Below are some standard examples of equity plans featuring fixed and dynamic equity.

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Equity plan communication

People only value what they understand. That's why effective communication is an indispensable component to a good equity or stock compensation plan.

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Types of Equity Compensation

Employee Stock Purchase Plans

Employee stock purchase plans (ESPPs) involve granting stock options to employees, providing them with the opportunity to purchase company stock.

Single-Trigger Vesting

Single-trigger vesting is designed to provide employees with some level of protection or benefit in the event of a change in control or acquisition of the company.

Double-Trigger Vesting

This is a very popular type of compensation Vests upon meeting performance targets and triggering liquidity event.

Sample Equity Plans

Fixed Equity Pools
Example 1

Tech Startup

Example 2

Established
International Business

1 CEO & Founder
15% Restricted Stock plus
Upstock Fixed RSUs for bonuses
350 Workers.
20% 300 Employees, 50 Contractors
- VPs: Upstock Fixed RSU vesting converted from legacy stock options      
- Employees & Contractors: Upstock Dynamic RSUs
20 Investors
65% Equity $32M Investment, Series D​
Dynamic Equity Pools
Example 1

Sales Startup

Example 2

Large Complex Business

1 CEO & Founder
15% Restricted Stock plus
Upstock Fixed RSUs for bonuses
350 Workers.
20% 300 Employees, 50 Contractors
- VPs: Upstock Fixed RSU vesting converted from legacy stock options      
- Employees & Contractors: Upstock Dynamic RSUs
20 Investors
65% Equity $32M Investment, Series D​

Alternative Configurations

Example 2

Established
International Business

4 Founders
40% Restricted Stock
100 Workers
50% Upstock Dynamic RSUs
4 Investors
10% Equity $320k Direct Investment
Example 2

Growing Wine Distributor

Read more about RSUs
Check out our Blog Posts on RSUs
Looking for more information on Restricted Stock Units?
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What are RSUs?
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