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How do I set up a new cap table for onboarding on the Startup, Growth or Custom Plan?
How do I set up a new cap table for onboarding on the Startup, Growth or Custom Plan?
Florence Fermanis avatar
Written by Florence Fermanis
Updated over a week ago

To learn more about cap tables, read our explainer here.

When migrating your cap table, Pulley treats the excel file as your company's source of truth and only attaches uploaded documents to specific securities where there is a clear connection.

Therefore it is imperative that the cap table you upload is complete and up-to-date, and includes all mandatory information listed here.

if you are migrating from Carta, please follow these instructions.

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