Onboarding from Carta

Share your Carta cap table in excel. Our team will review your cap table and migrate the data to Pulley. Email support@pulley.com if you have any questions.

Step one:

Navigate to Capitalization > Reporting

Step two:

Select “Cap table” in the list of reports:

Step three:

Select “summary”, “detailed”, and “securities ledgers by type and class” boxes:

Step four:

Share the downloaded excel with your Pulley contact.

For an overview on how Pulley stacks up against Carta, see our comparison page.

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