The Data Room is going to contain all of your company's documents:
In the left navigation menu, go to Company.
Click on Data Room.
In the top-right corner of the page, click the Download All button. This will generate and download a single ZIP file containing all uploaded agreements, board consents, auto-generated documents, and files, while keeping your existing folder hierarchy intact. Depending on the total number and size of your files, it may take a few moments to compile the archive.
Cap Table Export
In the left navigation menu, go to Cap Table (or Dashboard).
Click the green Download Cap Table button.
Keep the All Time option checked to capture the full historical record from inception, then click Download. This exports your complete cap table and securities data into an Excel spreadsheet (.xlsx).
Share Certificates
If your company issues electronic share certificates through Pulley, navigate to Certificates in the left navigation menu.
Click Download All Certificates to download an archive of all issued certificates.
Transaction and Audit Reports
In the left navigation menu, go to Company, then select Reports.
From here, you can export key reports such as the Granted Securities Report, Vesting Details Report, Exercised Options Report, and Cancelled Securities Report to Excel or CSV for your long-term records.
