Recording Equity

Adding Shares, Equity Plans, Options, RSAs, SAFEs, and more

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29 articles in this collection
Written by Yin Wu and Neil Tiwari

Issuing Restricted Stock Awards (RSAs)

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Written by Neil Tiwari
Updated over a week ago

What does Proceed to Issue and Proceed to Record mean?

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Written by Neil Tiwari
Updated over a week ago

Ownership (% vs #)

How to calculator equity ownership to employees
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Written by Yin Wu
Updated over a week ago

Do I need preferred stock as a founder?

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Written by Neil Tiwari
Updated over a week ago

How do I add a share class?

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Written by Neil Tiwari
Updated over a week ago

How do I issue a warrant?

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Written by Neil Tiwari
Updated over a week ago

How do I undo terminations, cancellations, repurchases, and conversions?

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Written by Neil Tiwari
Updated over a week ago

How do I convert a SAFE or convertible note?

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Written by Neil Tiwari
Updated over a week ago

How do I edit or amend share classes?

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Written by Neil Tiwari
Updated over a week ago

How do I edit or amend an Equity Plan?

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Written by Neil Tiwari
Updated over a week ago

Terminating Employees

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Written by Neil Tiwari
Updated over a week ago

Why are options marked as ISO_NSO?

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Written by Yin Wu
Updated over a week ago

How do I record a SAFE?

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Written by Yin Wu
Updated over a week ago

How do I know if my investment is a pre-money or post-money SAFE?

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Written by Yin Wu
Updated over a week ago

How do I add an Equity Plan?

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Written by Yin Wu
Updated over a week ago

Add an option grant

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Written by Yin Wu
Updated over a week ago

Exercising Options Grants (manually by Admin)

Drafts are articles you're not ready for people to see yet
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Written by Yin Wu
Updated over a week ago

Issuing Option Grants

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Written by Yin Wu
Updated over a week ago

How do I issue a certificated share?

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Written by Yin Wu
Updated over a week ago

What is the difference between NSOs and ISOs?

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Written by Yin Wu
Updated over a week ago

Federal Exemptions for issuing securities

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Written by Yin Wu
Updated over a week ago

Can I upload a spreadsheet to Pulley?

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Written by Yin Wu
Updated over a week ago

How do I add a Restricted Stock Award?

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Written by Yin Wu
Updated over a week ago

How do I add a Share?

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Written by Yin Wu
Updated over a week ago

How do Pro Rata Rights impact me?

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Written by Yin Wu
Updated over a week ago

How do I modify a certificated share ID?

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Written by Yin Wu
Updated over a week ago

How do I add my investment document to Pulley?

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Written by Yin Wu
Updated over a week ago

How do I quickly add multiple options / RSAs?

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Written by Yin Wu
Updated over a week ago

How do I use drafts?

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Written by Yin Wu
Updated over a week ago