What is Upstock?

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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

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.

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Now offering a crypto friendly option

Crypto companies should not give their workers coins directly for legal regulatory reasons.  

Now crypto companies can offer Restricted Token Units (RTUs) to reward and engage their team members.


Contact us  for more information. 

Our Onboarding Process

 
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Sign up for an Upstock account.

Time frame: 5 minutes
Information needed: business name, contact information, payment information for Upstock subscription.

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Add team members to the pool.
Time frame: 10 - 30 minutes
Information needed: team members' emails, large companies can import to Upstock.
Total time required: 30 - 80 minutes

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Create your equity pool. 

Time frame: 15 minutes

Information needed: percentage of company equity you wish to start with. This number can easily be increased at a later date. 

See examples.

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Sit back and wait for your team to sign legal documents.
Team members will need to log in to Upstock, review their document, enter in full name and address, then digitally sign.

Workers see their equity  growing in value in real time.

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Issue equity for non-founder workers.

Perfect for formed companies that have already issued  founder equity.

Want to know what our customers are saying? Check out our Customer Testimonials. 

Motivational Dashboard

 

Now workers can 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.

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Performance Algorithm

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

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Intuitive Administrative Interface

Say goodbye to stacks of documents that sit forgotten in drawers never to be touched.
 
Say hello to a dynamic visualization of equity, Giving employers simple tools to manage workers and equity. Now business owners can adjust incentives to maximize critical periods.

Worker Portal

Easily find equity documents and instantly allow workers to see their share in the company growing in real-time along with their hard work.
 
Built for any type of worker, including employees, contractors, and advisors. 

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RSUs: Battle Tested by Fortune 1000s

Upstock is built on RSU equity units, just like at:

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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        

Join Us On Upstock

What do clients love about Upstock?

Upstock helps companies motivate & incentivize workers using modern equity.

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How Upstock can help your company.

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Increases team motivation

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 a highly motivated team invested in helping the company achieve its goals
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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 studies)
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Reduces workplace politics

Everyone has a shared stake in company success
Helps employees feel aligned and "in it together"
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Solves cap-table problems

Grants RSUs instead of stock or stock options

Enables granting of equity without adding to cap table
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Boosts worker retention

Workers with a long-term stake are more likely to stay
Reduces turnover costs and generates better morale
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Reduces tax & legal burdens

RSUs generally don't require filing or paying taxes until a final payout
Saves workers significant money & hassle
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Relieves overall legal risk

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

Additional vetting & bulletproofing by Big 4 accounting firms
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Relieves need for lawyers

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

Significantly reduces time & money spent on legal services
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Easy to customize

Founders can easily customize equity plans to fit their needs
Adjustable to desired levels of transparency & flexibility​
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Eliminates maintenance 

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

Determine your equity pools

LOOKING FOR MORE INFORMATION?

Need some help figuring out the size of your equity pool? 

Check some standard examples at the link bellow. 

Equity for every team
- including yours.

Thanks for submitting!