Upstock Help Center

Your go-to resource for quick answers, helpful tips, and expert guidance. Let us help solve your queries and make your experience exceptional!
Can’t find what you’re looking for?
Email us
Help CenterMiscellaneous
Can my attorney use Upstock to manage my equity plan for me?
General Information
What is a company valuation?
What is the difference between "shares" and "stocks"?
What is an independent contractor?
What is the difference between an employee and an independent contractor?
What is a worker or team member?
Onboarding
How to sign legal agreements?
How to add a team member?
Activating your RSU Plan
Signing up with Upstock
My Equity Plan
Can I increase the total allotted shares in a dynamic equity pool? How?
Workers
Under what circumstances will a worker not be eligible to receive equity?
What are the major benefits of Upstock equity for workers?
What are the risks of using Upstock equity for workers?
What is an ownership mindset and why does it help me as a worker?
How can equity increase my company’s ability to succeed?
Founders
How much company equity should I allocate to my RSU equity pools?
How do I reduce the total allotted shares in a fixed equity pool?
What are the key differences between Fixed and Dynamic Equity Pools?
Can I reduce the total allotted shares in a fixed equity pool?
When to use RSUs, Restricted Stock and Options?
Miscellaneous
How do I turbo-charge my company through worker equity?
Why do Upstock’s visual dashboards help attract, motivate and retain workers?
Why are Upstock’s equity plans superior to ordinary equity plans?
How does Upstock improve my equity plan communication?
What can Upstock do for my company?
Legal
How do I find the "total number of company shares" of my company?
What are double-trigger RSUs and how do they differ from regular RSUs?
What happens to my equity when I leave the company?
What are restricted stock units (RSUs)?
What are restricted token units (RTUs)?
Fixed Equity
What is a fixed equity pool?
Dynamic Equity
What is a dynamic equity pool?
What is a time-based dynamic equity pool?
What is a task-based dynamic equity pool?
What are some common ways to configure Upstock’s dynamic equity?
Other Features
How do I set my company’s valuation in Upstock? (Old App)
Does Upstock support profit sharing?
Legacy (Old App)
How to approve workers' activity logs?
How to remove a worker from the company
How to add new equity pool?
How do I set my company’s valuation in Upstock? (Old App)
What is a valuation source?
Can my attorney use Upstock to manage my equity plan for me?

Absolutely! Many lawyers manage equity plans for their clients within Upstock. In fact, we love partnering with attorneys.

We make their job easier by taking care of most administrative and management work that comes with maintaining an equity plan system. This allows in-house lawyers, for example, to focus on the more complex legal issues of the company instead of worrying about the company’s equity plan structure.

For in-house lawyers and smaller law firms, we allow them to take advantage of our built-in equity management system so that they can use it to manage equity systems of their clients and compete with larger law firms.

‍

Need Direct Support?
Can't find what you're looking for? No worries! Our support team is just a click away. We're dedicated to providing exceptional assistance and are always ready to help you with personalized solutions.
Email us
World-class equity plans for global teams
Upstock empowers companies to offer top-shelf and high-quality equity plans to workers and team members in 75+ countries around the world.
TOP VC FIRMS
Vectors wrapper
Vectors wrapper
Vectors wrapper
Vectors wrapper
and many more...
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do you have any questions or concerns?
Check out our FAQs or send us an email