1. Open your document in your preferred text editor (Microsoft Word recommended).

    1. If you're not using Microsoft Word: remember to export your template as a .docx file.

      1. For Google Docs: File → Download → Microsoft Word (.docx)

  2. Reference the Template Fields Table below and replace any text with the fields you'd like Pulley to automatically fill out.

    example: For the stakeholder's name to appear somewhere in the document, insert {{stakeholder_name}} where you'd like the value to show up.

ℹ️ Tip: Copy/paste directly to avoid errors

  1. Copy paste the field names directly from the table to avoid errors.

  2. Don't leave any spaces in between the braces and the text in the field name, or else the value may not fill properly.

    1. {{ stakeholder_name }} will not work

    2. {{stakeholder_name}} will work

ℹ️ Tip: The font styling you set in your .docx matters!

The styling of the {{field_name}} in the template will persist when Pulley fills out the fields. For signatures, make sure to style them in a "cursive" font (e.g. Homemade Apple) and change the font size so it looks like a signature:

Template Fields Table

Field

Example output

Description

Security type (blank = all)

{{capital_contribution}}

$1200.21

Includes $ sign

{{certificate_id}}

CS-1

{{company_incorporation_state}}

Delaware

{{company_name}}

Prolific Labs, Inc.

{{early_exercise}}

Yes

Yes or No

Options

{{equity_plan}}

Equity Plan 2021

{{exercise_price}}

$0.01

Includes $ sign

Options

{{expiration_date}}

2031-08-20

YYYY-MM-DD

{{has_promissory_note}}

Yes

Yes or No

RSAs

{{hurdle_rate}}

12%

Includes % sign

Profit Interests

{{ip_contribution}}

$100

Includes $ sign

{{issue_date}}

2021-08-20

YYYY-MM-DD

{{option_grant_type}}

ISO (Incentive Stock Option)

ISO (Incentive Stock Option) or NSO (Non-Qualified Stock Option)

Options

{{price_per_share}}

$0.01

Includes $ sign

{{promissory_note_day_count_basis}}

Actual/365

Actual/365 or Actual/360

RSAs

{{promissory_note_interest_accrual_period}}

Monthly

Daily or Monthly or Yearly

RSAs

{{promissory_note_interest_rate}}

12%

Includes % sign

RSAs

{{promissory_note_maturity_date}}

2031-08-20

YYYY-MM-DD

RSAs

{{promissory_note_percent_secured}}

12%

Includes % sign

RSAs

{{promissory_note_principal}}

$40,000

Includes $ sign

RSAs

{{quantity}}

1,000

{{share_class}}

Common

{{signatory_email}}

yin@pulley.com

The primary signatory's email

{{signatory_name}}

Yin Wu

The Certificate Primary Signatory's name (for share-type securities), or the corresponding Signatory's name (e.g. Options Signatory for options, SAFE signatory for SAFEs)

{{signatory_signature}}

This is the signatory-inputted signature.

The Certificate Primary Signatory's signature (for share-type securities), or the corresponding Signatory's signature (e.g. Options Signatory for options, SAFE signatory for SAFEs) To make the signature appear pretty-printed, use the designated font

{{signatory_signature_timestamp}}

October 1, 2021 | 23:15 GMT

{{signatory_title}}

CEO

The Certificate Primary Signatory's title (for share-type securities), or the corresponding Signatory's title (e.g. Options Signatory for options, SAFE signatory for SAFEs).

Can be any of the available signatory titles

{{spouse_signature}}

To make the signature appear pretty-printed, use the designated font

{{spouse_signature_email}}

yin@pulley.com

The email of the stakeholder's spouse

{{spouse_signature_name}}

Yin Wu

The printed name that goes below the signature line for the stakeholder spouse

{{spouse_signature_timestamp}}

October 1, 2021 | 23:15 GMT

{{stakeholder_address}}

293 Rose Street Bronx, NY 10465

The address of the stakeholder

{{stakeholder_email}}

stakeholder@example.com

The email of the stakeholder

{{stakeholder_name}}

Austin Jones

The name of the stakeholder for the security (can be an entity)

{{stakeholder_signature_name}}

The printed name that goes below the signature line for the stakeholder

{{stakeholder_signature}}

Style the signature within your text editor.

{{stakeholder_signature_timestamp}}

October 1, 2021 | 23:15 GMT

{{total_value}}

$1,000

Includes $ sign.

  • (Options, Warrants) exercise_price x quantity

  • (Shares, RSAs, RSUs) price_per_share x quantity

{{vesting_cliff_date_day}}

1st

Day of the vesting cliff date. If the vesting_cliff_date is August 1st, 2021, then vesting_cliff_date_day would be 1st.

{{vesting_cliff_date_month}}

August

Month of the vesting cliff date

{{vesting_cliff_date_year}}

2021

Year of the vesting cliff date

{{vesting_cliff_date}}

August 1, 2021

The day of the first vest event after the cliff has ended.

vesting_start_date + vesting_cliff_duration

{{vesting_cliff_duration}}

12

{{vesting_cliff_percentage}}

12%

{{vesting_fraction_vested}}

1/48

{{vesting_frequency}}

Monthly

Monthly, Quarterly, or Annually

{{vesting_schedule_name}}

1/48 monthly, 25% vest at 12 month cliff

{{vesting_shares}}

2,000,000

vesting_shares = quantity - vesting_upfront_vested

{{vesting_start_date}}

2021-08-05

YYYY-MM-DD

{{vesting_upfront_vested}}

200

🔧 Troubleshooting

  • Contact us via Intercom or at support@pulley.com if you have any issues setting up your templates!

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