Raising a new round / adding new investors

  • SAFEs

  • convertibles

  • (if applicable) any series seed purchase agreements

Hiring new employees

  • option grants

  • (if available) restricted stock awards/ restricted stock units

Refrain from advisor agreements or offer letters since they aren't actual grants for options/shares.

Employees exercised options outside of Pulley

  • option agreements

  • exercise notices

Repurchasing shares

  • repurchase agreements

Transfer of shares

  • transfer agreements


  • option grants

  • termination paperwork

    • we need the termination date, the date that vesting stops, and last date the employee can exercise their options

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