Upload the following to create your cap table:
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. After your cap table is finalized, Pulley sends notice to your stakeholders to accept their certificates. All your employees and investors will have a view into their holdings.
Current cap table (optional) - 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.