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 Data - 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 are able to onboard most companies' Carta cap tables within 7-10 business days. We'll let you know where we think we may need more time - this can happen where your cap table is already quite large, or if you think there's something wrong with your Carta cap table.

We usually then take another week or so to then upload the accompanying documents (if applicable) to your new Pulley cap table.

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.

If your Carta cap table is not up-to-date, and you want to make it up-to-date in the move to Pulley, this will take extra time. Please let us know if this applies to your situation.

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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