The Pulley dashboard's cap table is your central hub for managing and viewing equity ownership in your company. The cap table defaults to a stakeholder ownership view, providing a comprehensive overview of equity distribution across all stakeholders.
👉 Note: The ownership view was previously accessed via a toggle button. It now has its own dedicated tab and serves as the default view when accessing the cap table.
Accessing the cap table
To access your cap table, select Cap Table from the left-hand navigation menu in the Pulley dashboard.
Understanding cap table tabs
The cap table includes multiple tabs based on the types of equity contracts you've added to your company. Available tabs include:
Ownership (default view): Stakeholder-level equity overview
Contract-specific tabs: Such as Shares, SAFEs, RSAs, RSUs, Convertible Notes, etc.
As you add different types of contracts to your cap table, additional tabs will automatically appear, with each issuance type getting its own dedicated tab for easy navigation and management for its respective information.
Ownership view features
Main table view
The main table organizes your cap table data by stakeholder, making it easy to see each person or entity's complete equity position in one place. Each row in the table represents an individual stakeholder, with columns displaying:
Stakeholder name
Share classes held by the stakeholder
Outstanding values for each share class
Equity incentive plan information
Total number of shares issued and outstanding
Fully diluted ownership percentage
Additional stakeholder-level information
Summary cards
Above the table, summary cards provide a quick snapshot of your company's overall equity structure. These cards display:
Outstanding share values for each share class
Outstanding values for each equity incentive plan
Number of equity awards issued outside of a plan
Navigating to Details
Many values in the cap table are clickable links that allow you to drill down into more detailed information:
Stakeholder names: Click any name in the Stakeholder column to view that person or entity's complete profile within Pulley
Share classes: Select a share class (e.g., "Common") in the Share Class column to review the detailed specifications and terms for that share class
Certificates: Click a certificate name in the Certificate column to view the full issued certificate documentation
Option types: Select option type entries to view detailed grant information
This linking functionality allows you to seamlessly navigate between your cap table overview and the detailed records and contracts that support it.
Working with the table
The Pulley cap table provides sorting, filtering, and customization tools to help you view exactly the data you need.
Sorting data
Click on any column header to sort the table by that column. Click again to toggle between ascending and descending order, allowing you to quickly organize stakeholders by ownership percentage, share count, or any other available metric.
Customizing columns
To control which information is visible in your table:
Select the columns icon in the table toolbar
Check or uncheck columns you wish to show or hide
Your customized view will be applied immediately
This allows you to focus on the metrics most relevant to your current task.
Pagination controls
Manage how many rows display per page to suit your workflow:
Default: 50 rows per page
Available options: 5, 25, 50, or 200 rows per page
Use pagination controls at the bottom of the table to navigate between pages
Search and filter capabilities
Use search and filters to narrow down your stakeholder list and focus on specific segments of your cap table.
Search function
To quickly find a specific stakeholder, use the search bar to search by stakeholder name.
Advanced filters
To filter the table, select the filter icon and refine your results with any combination of available filters:
Specific stakeholder names
External IDs
Stakeholder type
Relationship status
Equity incentive plans
Multiple filters can be applied simultaneously (e.g., filtering by founder type and specific incentive plans) to create customized views of your cap table data.
Cap table actions
From the Actions menu, you can perform key equity management tasks:
Add - Issue new equity to stakeholders
Edit - Modify existing equity records
Reclassify Shares - Change share classifications
Cancel Shares - Cancel or terminate equity positions
Downloading your cap table
Export your ownership data to work with it offline or share it with stakeholders, investors, or advisors.
How to download
Click the Download button in the top right of the cap table view
Choose your date range:
Select All time (default) for your complete cap table history
Or uncheck "All time" to specify a custom date range for a historical snapshot
Optional: Check Include Drafts to include draft transactions in your export
Click Download to generate your cap table file
The cap table exports as an Excel file (.xlsx) for easy analysis and sharing.
Report structure
The downloaded report includes an Ownership tab with comprehensive stakeholder data. This report is also available as a standalone report on the company reports page.
Report contents:
All stakeholder data visible in the UI table
Share class information
Equity incentive plan details
Awards issued outside of plans
Complete data export for all stakeholders
Summary section at the bottom showing extent available in each incentive plan
The exported data matches exactly what is displayed in the UI table view, ensuring consistency across platforms.
Common use cases
Investor Meetings: Download a clean cap table report to share current ownership structure
Board Reporting: Filter by stakeholder type to analyze founder, employee, or investor ownership
Equity Planning: Review available equity in incentive plans before making new grants
Historical Analysis: Use date range filters to compare ownership at different points in time
Audit Preparation: Export comprehensive data for financial or legal review
Deep Dive Analysis: Click through stakeholder names or certificates to investigate specific equity positions