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Populating your Pulley dashboard

Tips and information for uploading your documents to Pulley after concluding the onboarding questionnaire.

C
Written by Collier Kirkland
Updated yesterday

Now that you’ve completed Pulley’s onboarding questionnaire, you'll need to upload your equity documents to build your Pulley cap table and initially populate your workspace.

This guide covers:

  1. Uploading your documents

  2. Adding administrators and signatories

  3. Submitting for review

Migrating from Carta?
​
​Stop here. You don't need to complete this process. Email onboarding@pulley.com with subject Carta Migration - [Your Company Name], and we'll work with you to directly import this information from your Carta reports.

Step 1: Upload your documents

Required documents

Regardless of the additional answers within the questionnaire, Pulley requires the following documents for every new customer:

  1. Cap table spreadsheet: Your complete capitalization table in Excel format (XLS/XLSX).

    Need help with the cap table formatting? See the Uploading your cap table guide for detailed field-by-field guidance, including which sheets you need and how to handle complex scenarios.

  2. Certificate of Incorporation: Upload your organization’s current Certificate of Incorporation including any historical amendments separately from your original Certificate of Incorporation upload.

Conditionally required documents

Based on your answers in the initial questionnaire, we’ll need a few additional documents such as your ESOP or any SAFEs that are present:

If you answered...

You must upload...

✅ "Yes" to ESOP/Equity Incentive Plan

Board-approved equity plan document

✅ "I have raised SAFEs or convertible notes"

SAFE agreements (one per investor)

Optional documents

While not required to start onboarding, these documents help Pulley verify your cap table, build out data relevance by enriching your information comprehensively, and can enable certain features:

Fundraising documents

  • Stock Purchase Agreements (for priced rounds)

  • Convertible note agreements

  • Investor Rights Agreement

  • Voting Agreement

Equity compensation documents

  • Stock option agreements

  • RSA/RSU grant agreements

  • Board resolutions approving grants

Transaction documents

  • Repurchase agreements

  • Transfer agreements

  • Cancellation notices

Corporate governance

  • Board resolutions and consents

  • Company bylaws

Uploading documents

  1. Click the Upload button next to each document type entry

  2. Select your file(s) and confirm the upload

  3. Repeat for all documents you're providing

💡File naming tip: Use clear, descriptive names like "Certificate_of_Incorporation_2021.pdf" or "Series_A_Stock_Purchase_Agreement.pdf"

Step 2: Add administrators and signatories

The next step involves adding additional administrators and signatories within Pulley by inviting them to your workspace. Each role serves a different function within the Pulley dashboard, handling tasks respective of their account permissions.

💡As your organization grows, you can add and manage Administrators and Signatories from within Pulley from within the dashboard.

Administrators

Users with Administrator-level permissions manage your Pulley account and have access to equity details. This often includes a variety of roles that will perform actions or refer to information within your Pulley workspace:

  • Founders: Typically have full Admin access to review the cap table, approve equity grants, and manage fundraising scenarios

  • CFO or finance team: Often have Admin or Read/Write access to generate reports, track stock-based compensation, and manage compliance filings

  • HR, Operations, or People Ops: Usually have HR Admin or Read/Write access to issue equity grants, manage offer letters, and process exercises

  • Legal counsel: Typically have Read Only access to review documentation, advise on transactions, and assist with governance

How to add:

  1. Click Add Admin

  2. Enter their email address

  3. Select access level:

    • Admin: Full access to view and edit everything, invite users, manage billing

    • Read/Write: Can issue and edit securities, manage offer letters and billing, but cannot invite users

    • Read Only: Can view equity data and download reports only

    • HR Admin: Can manage offer letters, selected stakeholders and securities, employment contracts, but cannot view company-wide equity data or manage billing

    • Billing Admin: Can manage billing only, no access to equity data

  4. Repeat for all necessary admin invitations

For additional information on Admin roles levels and their permissions, see our permissions guide →

Signatories

Signatories electronically sign documents on behalf of the company (option grants, SAFEs, etc.).

Who to add:

  • CEO

  • President

  • CFO

  • Board Chair (for board documents)

How to add:

  1. Click Add Signatory

  2. Enter name and email

Step 3: Submit for review

Before you submit

Documents

  • ✅ Cap table uploaded with mandatory fields completed

  • ✅ Certificate of Incorporation uploaded

  • ✅ Conditionally required documents uploaded (if applicable)

  • ✅ All files clearly named

Access

  • ✅ Admins added with appropriate access levels

  • ✅ Signatories designated

  • ✅ Email addresses verified

Dates and formatting

  • ✅ All dates in cap table are MM/DD/YYYY format

  • ✅ Stakeholder names are consistent across all cap table sheets

Final confirmation

You'll see this confirmation:

I confirm these materials are a clear and correct view of my cap table; if these materials are incomplete, the implementation team may request further information before starting onboarding.

Once you check this box and click Submit, Pulley's team will begin reviewing your materials.

What happens after submission

Review timeline: 5-7 business days

Pulley reviews your submission: Our onboarding team reviews your cap table and documents for completeness and accuracy.

There are two possible outcomes from the review:

If content is approved:

  • Pulley builds your workspace and configures your tenant

  • You receive login instructions using the same credentials you have already used to setup and access your Pulley account

If follow-up is needed:

  • You may receive an email with specific questions or requests. Common requests include missing vesting details, stakeholder clarifications, additional documents Please respond promptly to avoid delays.

Once verified, your workspace is activated and you can start using Pulley! 🎉

Common questions

Q: What if I don't have all my documents?

A: Upload what you have. Pulley will request additional documents during review if needed. Certificate of Incorporation and Cap Table are mandatory (including sections mentioned as present during your onboarding questionnaire; everything else can be provided later if necessary.

Q: Can I update my cap table after uploading?

Yes, contact onboarding@pulley.com if you need to make corrections. However, it's faster to ensure accuracy before submitting.

Q: What dates format should I use?

Always use MM/DD/YYYY for dates in your cap table.

Q: What if stakeholder names are inconsistent?

Use the exact same legal name across all sheets in your cap table. "Jane Doe" on one sheet and "J. Doe" on another will cause errors.

Need help?

During the upload process: Follow up with your existing onboarding conversation thread with Pulley’s onboarding team (onboarding@pulley.com).

For cap table template and formatting questions, see the Uploading your cap table →

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