Example Equity Plans
Getting confused about equity plans and pool percentages?
Bellow are some standard examples of equity plans featuring fixed and dynamic equity.
Fixed Equity Pools
Example 1
Tech Startup
This company is young and scrappy and prefers to use RSUs instead of stock options for their workers.
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2 Founders
70% Restricted Stock
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8 Workers
10% Upstock Fixed RSU vesting
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2 Advisers
1% Upstock Fixed RSU vesting
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5 Investors
19% Equity 1.2M investment on SAFE
Example 2
Established
International Business
This company has offered RSUs to a newly joined founder due to the high price of issuing restricted stock. They also rely on a large group of international contractors.
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3 Founders
60% Restricted Stock plus Upstock Fixed RSUs for one founder
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60 Workers
14% 20 employees & 40 contractors
Upstock Fixed RUS vesting
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5 Advisers
1% Upstock Fixed RSU vesting
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9 Investors
25% Equity 8M investment, Series A
Dynamic Equity Pools
Example 1
Sales Startup
This company is young and scrappy and prefers to use dynamic RSUs instead of stock options for their sales teams and ambassador affiliates.
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2 Founders
80% Restricted Stock
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10 Workers
10% Upstock Dynamic RSUs
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50 Affiliates
1% Upstock Dynamic RSUs
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1 Investors
9% Equity $150k investment on SAFE
Example 2
Large Complex Business
This company is an established capital intensive car sharing network that has recently converted most of their workers over from stock options to a mix of fixed and dynamic RSUs.
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1 CEO & Founder
15% Restricted Stock plus Upstock Fixed RSUs for bonuses
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350 Workers.
20% 300 Employees, 50 Contractors
- VPs: Upstock Fixed RSU vesting
converted from legacy stock options
- Employees & Contractors: Upstock Dynamic RSUs
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20 Investors
65% Equity $32M Investment, Series D
Alternative Configurations
Example 1
Food Prep Co-Op
This cooperative runs a healthy organic fast food preparation business and is sharing most of its ownership with its workers.
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4 Founders
40% Restricted Stock
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100 Workers
50% Upstock Dynamic RSUs
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4 Investors
10% Equity $320k direct investment
Example 2
Growing Wine Distributor
This wine distribution company offers an equity bonus to workers each year.
Valuation of company $3M
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1 Founders
80% Restricted Stock
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2019: 5 Workers
1% Upstock Dynamic RSUs
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2020: 10 Workers
1% Upstock Dynamic RSUs
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5 Investors