Upload the following to create your cap table:
Current cap table - Upload your current cap table if you are migrating from another cap table provider or have already created a cap table with your law firm.
Certificate of Incorporation - Lists the number of authorized shares within your company.
Equity Plan and Equity Grants - Employee and advisor options issued from the equity plan. This document is often called the "NOTICE OF STOCK OPTION GRANT".
Form documents/templates - Templates used for issuing option grants or restricted stock awards.
Founder share agreements - Founder and advisor shares. This document is often called the "NOTICE OF STOCK ISSUANCE."
SAFEs and convertible notes - Investor documents for seed stage financing.
Stakeholder email list - No emails are sent during onboarding. Optionally after your cap table is finalized, Pulley can send a notice to your stakeholders to accept their certificates. This way, all your employees and investors can view their holdings once invited onto the platform.