Skip to main content

Edit Stakeholder Information in Pulley

Make updates to emails, relationships, and tax withholding status for Stakeholders.

Tyler Martin avatar
Written by Tyler Martin
Updated this week

Edit Stakeholder Emails

Merge Stakeholders into singular stakeholder

Update Tax Witholding of Stakeholder(s)

Stakeholder information may change or be updated at any time.

Note: Stakeholder emails are required prior to inviting stakeholders to the platform.

Edit Stakeholder Emails

  1. Go to Stakeholders in the left navigation.
    ​
    ​


    ​

  2. Go to Actions (the green button in the top right) → Edit Stakeholders.
    ​
    ​


    ​

  3. Add or edit your stakeholder information here.

  4. Note that you can enter multiple relationships for a stakeholder (for eg: Board Member, Investor). If a relationship that you need is not present on Pulley, you can easily create a new relationship by typing it in the box.

Remember to click Save Stakeholders in the top right!
​

Merge Stakeholders into singular stakeholder

Merging two stakeholders will allow you to:

  • Remove the duplicate entry from your cap table

  • Choose which of the entries will remain

  • Move all the securities under each entry to the single remaining one

1. Navigate to 'Stakeholders'

You can find the 'stakeholders' tab in the left hand navigation bar, below 'cap table'. From here you can perform all stakeholder-related actions, such as merging duplicates.

You can use the search bar to quickly visualize the duplicated entries.

2. Expand the stakeholder details for one of the duplicates

Once you've located the stakeholder of interest, you can click on their name to expand their 'details' page.

At this point it doesn't matter which of the entries you are clicking into, since you are able to select which of them stays regardless of the ones you start with.

3. Select the 'Merge' Action:

Once on the details page, use the Actions button to apply the 'merge':
​

You will then be requested to specify which stakeholder this one is being merged with, and which of the two should remain as the final one.

When selecting the entry to remain on the cap table, bear in mind only that entry's data will remain. So, as a general best practice, you should pick the one with the most information added in Pulley:
​

To complete the action, you would click 'review', and then 'confirm'. At this point the entry not chosen to keep will be deleted permanently and all their securities will be moved to the new one.

Update Tax Withholding of Stakeholder(s)

Locating and editing stakeholder tax information can be edited either Individually or in bulk, see the directions for both options below:

  1. Individual editing:
    Go to Stakeholders in the left navigation under Essentials.

    1. Select the Stakeholder that you wish to update, go to Actions → Edit Stakeholder.
      ​

    2. Once on the ‘Edit stakeholder’ page, scroll down to find the fields for their tax information.

    3. After the edits are done remember to click Save Changes on the bottom of the form.

  2. Bulk editing:

    1. Go to Stakeholders in the left navigation under Essentials.

    2. Select Actions → Edit Stakeholders, this opens up the spreadsheet mode.

    3. Once on the Edit stakeholders page, scroll to the right to find the fields for their tax information.

    4. After the edits are done remember to click Save Stakeholders on the top right of the spreadsheet.


      ​

Did this answer your question?