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Video Library - Getting Started with Pulley

Check our our pre-recorded walkthroughs of the platform, where you can watch on your own time, anytime.

Written by Shannon Howell
Updated over a week ago

Introduction to Pulley & Cap Table 101

Covering the core features that support accurate, transparent, and scalable cap table management, including navigating the dashboard, managing stakeholders and securities, and utilizing exports and reporting functionality

Hire & Retain

Creating and sending offer letters with customizable compensation packages, issuing equity grants with streamlined board approval, managing employee exercise requests, and setting up the employee portal for equity visibility and scenario modeling.

Fundraising in Pulley

Pulley's fundraising tools help founders plan and execute funding rounds with confidence. The platform lets you model pre- and post-financing scenarios, SAFEs, convertible notes, and exit outcomes, all using real-time cap table data to accurately assess dilution before raising.

Key features include a pro-forma builder and shareable models you can export to Excel for alignment with investors and legal teams.

Stakeholder Management

Essential steps to set up and launch your Stakeholder Portal, focusing on features that enhance stakeholder management. We discussed the importance of maintaining an accurate cap table, customizing company settings, and ensuring stakeholder information is correct before sending out invitations.

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