Everything you need to know about switching from Carta to Pulley. Pulley handles the migration without any work from you or your lawyers.

What is the process of migrating from Carta to Pulley?

  1. Share Carta Excel - We will review and migrate your data to Pulley.

  2. Review & Approve - We will send an email to you and your lawyers to do a final OK on the cap table in Pulley.

  3. Emails Sent to Stakeholders - No emails are sent until final approval from you and your lawyers. Afterward, stakeholders will receive an email to accept their digital certificates.

How long does it take?

We onboard most companies within 7-10 business days. However, sometimes it takes longer because we spot mistakes on the cap table (ex: more shares issued than allocated) or it's the weekend. If we can't get it to you in a day, we'll aim to deliver it in two.

What do I need to do?

Share your Carta excel. We'll take care of the rest. Pulley will send you a draft cap table in 7-10 days for you to review.

Will my employees or investors be notified?

You have total control over notifications to any and all stakeholders. If you choose to notify a stakeholder, they will receive an email to accept their security on Pulley and will not receive additional correspondence unless expressly authorized.

Will my lawyer need to review?

We recommend having your lawyer review your cap table to make sure the information is entered correctly. Companies who have switched have never had issues with importing data from Carta and we expect your experience to be the same.

Who can I talk to if I have questions?

Connect with a Pulley cap table expert instantly by contacting support@pulley.com. Our team has the legal and tax expertise to address any issues you may encounter using a cap table tool to manage your equity.

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