All Collections
Recording Securities
How do I record an option grant?
How do I record an option grant?

Record options that have already been signed on Pulley.

Michelle Chu avatar
Written by Michelle Chu
Updated over a week ago

This article is relevant to you if:

  • You want to record options that have already be signed off Pulley.

  1. Hit + NewExisting Contract.

  2. Select Options.

  3. Fill out the details using the Form or Spreadsheet mode → Save & Continue. The security will then appear as a draft in your Contracts.

Some things to make sure of when you are filling in those details:

  • Quantity;

  • Exercise price;

If relevant, add in the following also:

  • Vesting;

  • Acceleration;

  • Legends.

    ℹ️ Tip: If you have the share agreements, you can upload your options on Pulley in seconds via our PDF scanner. Be aware that it is still in beta.

4. After reviewing, hit Add to Cap Table.

Did this answer your question?