Upstock Help Center

There are two different ways to set up dynamic equity pools with Upstock.

1. Time-based. You set an equity point value for each hour that a team member works or renders services. For example, you can set the rate of a programmer or developer with 100 points per hour. When that programmer or developer performs services for 2 hours, he/she will earn 200 equity points.

2. Task-based. There's also task-based pools where you create a list of performable actions or tasks and achievable milestones that you would like your team members to accomplish. For example, this could be something like “closing a deal” for salespeople or “addressing a client concern” for your customer service team. If they successfully complete or perform the task, they can record and check that off. The company then determines whether the task was actually completed or performed, and decides whether to approve or deny it. Once approved, the equity points tied to that task will be awarded to the said team member.

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