NOTICE: The information provided on this website or by the Upstock team does not, and is not intended to, constitute legal advice. All information, content, and materials are for general informational purposes only.  Information on this website may not constitute the most up-to-date legal or other information, and accessing this information does not generate attorney-client privilege.

FAQ

© 2019 Upstock | Privacy Policy

Terms and Conditions

United States

How does Upstock work?

Employers input employees into Upstock to issue legally binding equity

Optimized contracts issue best equity units available in each jurisdiction (most commonly Fortune 1000 RSUs)

Performance-based algorithm calculates a fair division of equity

Optimized Fortune 1000 Equity Contracts

Real-Time Motivational Dashboard

Workers and employers can watch equity growing in real time 

Dashboard allows workers to see & believe their work is paying off

Workers are incentivized to make decisions for the long-term success of the company

Get Started in 3 Simple Steps

Add team members

Employers enter equity agreements for each worker & click to issue legally binding RSUs

Track contributions

Workers earn additional equity over time for work contributed & KPIs achieved

Motivate with real-time visuals

Workers & employers can see value of the equity & get notified as it grows

RSUs: Battle tested by Fortune 1000s

Upstock helps companies motivate & incentivize workers using modernized equity.

What do clients love about Upstock?

Reduced Payroll Expenses

Improved Stock Units

Affordable Plans

Upstock's legal docs issue flexible RSU equity units just like Fortune 1000s

Based on equity plans at Facebook, Apple, Google and more

Approximately 40x more affordable than hiring traditional lawyers

Far superior to stock options due to vastly reduced tax complexity

Business owners can offer meaningful equity instead of only cash payments

Reducing payroll expenses by up to 75% while allowing scalability

What are the benefits of Upstock?

Increases team motivation

Allows teams to scale

Equity gives workers an increased sense of long-term ownership & creates palpable alignment

Offers workers the feeling that "we're all in this together" 

Generates new pathways for entrepreneurs to expand their team

Small- to medium-sized businesses can issue equity in addition to cash, enabling them to hire more workers. 

Leads to an average of 68.5% cash savings on payroll (as seen in over 150,000 hours of case study)

Generates a highly motivated team invested in helping the company achieve its goals

Reduces workplace politics

Solves cap-table problems

Boosts worker retention

Reduces overall legal risk

Enables granting of equity without adding to cap table

Everyone has a shared stake in company success

Helps employees feel aligned and "in it together"

Grants RSUs instead of stock or stock options   

Workers with a long-term stake are more likely to stay

Equity contracts created by some of the world's top equity lawyers

Reduces turnover costs and generates better morale   

 Additional vetting & bulletproofing   by Big 4 accounting firms 

Relieve need for lawyers

RSUs generally don't require filing or paying taxes until the final payout

Saves workers significant money & hassle  

Can be set up & managed without third parties like lawyers & CPAs

Significantly reduces time & money spent on legal services

Documents & software are optimized over time

Automatically upgraded to fit changing requirements

Founders can easily customize equity plans to fit needs

Adjustable to desired levels of transparency & flexibility

Eliminates maintenance

Reduces tax & legal burdens

Easy to customize

Say goodbye to stacks of documents that sit forgotten in drawers never to be touched.  Say hello to dynamic visualization of equity, where workers see their share in the company growing in real-time, along with their hard work.                                

Upstock's Dynamic Interface

EMPLOYER DASHBOARD

WORKER DASHBOARD

Offers the ability to view equity over time

Built for any type of worker, including employees, contractors & advisors

Simple tools to manage workers & equity

Allows business owners to dynamically adjust incentives to maximize critical periods

Upstock's Performance Algorithm 

Upstock's real-time algorithm calculates worker equity distribution automatically through adjusting performance-based equity pool according to productive inputs for each team member (based on time, defined tasks, or milestones).

Workers view their equity through an easy-to-use interface, allowing them to see a meaningful visualization of their stake in the company & inspiring them to give their best effort at growing the company's future success.  

Upstock's Motivational Dashboard

RSUs: Improving on Stock Options

Upstock issues RSUs instead of stock options, which is better for most workers because they:         

Workers vastly prefer RSUs compared to stock options, which are more expensive & confusing, and still, need to be      purchased later        

Business owners don't have to grant shareholder rights, keeping voting & decision-making chaos to a minimum

Workers don't have to pay tax on equity or buy options until the money is available (i.i. when the company achieves financial success)

Feel like a fair exchange

Avoid cap table problems

Reduces tax burdens

Want a look inside Upstock?