To learn more about cap tables, read our guide 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.
It's imperative that the cap table you upload is complete and up-to-date, and includes all mandatory information listed here.
Need a Cap Table Template?
Pulley provides a cap table template. You can access it here.
Simply download and fill it in.
For detailed instructions, refer to this article.
Migrating from Carta?
If you are migrating from Carta, please follow these instructions.