Onboarding from Carta
Share your Carta cap table in excel. Our team will review your cap table and migrate the data to Pulley. Email firstname.lastname@example.org if you have any questions.
Navigate to Capitalization > Reporting
Select “Cap table” in the list of reports:
Select “summary”, “detailed”, and “securities ledgers by type and class” boxes:
Share the downloaded excel with your Pulley contact.