How does Upstock work?

Optimized RSU Centric

Equity Agreements

  • Employers input workers into Upstock to issue legally binding equity
  • Workers can vest a fixed number of shares (ex: four years, one year cliff). 
  • Or workers can vest a dynamic number depending on their contribution. Our performance algorithm calculates a fair division of equity.

Real-Time Motivational 

Dashboard

  • Workers and employers can watch equity growing in real time
  • Dashboard allows workers to see & believe that 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 using industry standard terms & agreements

Track or vest contributions

Workers earn equity and equity bonuses 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

What do clients love about Upstock?

Upstock helps companies motivate & incentivize workers using modern equity.

Affordable Plans

  • Based on equity plans at Facebook, Apple, Google and more
  • Approximately 90% more affordable than hiring traditional lawyers

Improved Stock Units

  • Upstock's legal docs issue more flexible RSU equity units just like Fortune 1000s
  • Far superior to stock options due to vastly reduced tax complexity

Reduced Payroll Expenses

  • Business owners can offer meaningful equity instead of only cash payments
  • Reducing payroll expenses by offering equity in leu of cash 

Business owners can offer

meaningful equity instead of only cash payments

RSUs: Improving on Stock Options

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

Reduces tax burdens

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

Avoid cap table problems

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

Feel like a fair exchange

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

What are the benefits of Upstock?

Increases team motivation

  • Equity gives workers increased sense of long-term ownership & creates palpable alignment
  • Offers workers the feeling that "we're all in this together"
  • Generates a highly motivated team invested in helping the company achieve its goals

Allows teams to scale

  • 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)

Reduces workplace politics

  • Everyone has a shared stake in company success
  • Helps employees feel aligned and "in it together"

Solves cap-table problems

  • grants RSUs instead of stock or stock options
  • Enables granting of equity without adding to cap table

Boosts worker retention

  • Workers with a long-term stake are more likely to stay
  • Reduces turnover costs and generates better morale

Reduces tax & legal burdens

  • RSUs generally don't require filing or paying taxes until final payout
  • Saves workers significant money & hassle

Relieves overall legal risk

  • Equity contracts created by some of the world's top equity lawyers
  • Additional vetting & bulletproofing by Big 4 accounting firms

Relieves need for lawyers

  • Can be set up & manages without third parties like lawyers & CPAs
  • Significantly reduces time & money spent on legal services

Easy to customize

  • Founders can easily customize equity plans to fit needs
  • Adjustable to desired levels of transparency & flexibility

Eliminates maintenance 

  • Documents & software are optimized over time
  • Automatically upgraded to fit changing requirements

Upstock's Motivational Dashboard

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.

RSUs: Battle Tested by Fortune 1000s

is built on RSU equity units, just like at:

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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.

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