Pulley

Upload the following to create your <a href="https://pulley.com/guides/what-is-a-cap-table" rel="nofollow noopener noreferrer" target="_blank">cap table</a>:

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.

- 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.