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Download an excel of the cap table

Locate downloadable cap table exports on the platform

Written by Morgan Munger
Updated over 10 months ago

Cap Tables can be downloaded as of a specific date or for all time.

There are three methods on downloading the cap table export.

Method 1 (easiest):


Go to Dashboard (under the left navigation bar) → in the middle of the page select the green button Download Cap Table → Select Download

Method 2:

Select on the left navigation bar Cap Table → select Download Cap Table


Method 3:

Select on the left navigation bar Company Reports → select Generate Report on the first report showing Detailed Cap Table


Downloading the Cap Table as of a specific date

Pulley allows you to export your cap table as of a particular date.

Select the "Download Cap Table" button from the dashboard.

Un-check the All Time button then type in your desired "End Date" and select Download

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