Locating the report page by selecting on the left nav bar Company → Reports
(See screenshot of the most up to date reports available on Pulley - 5/22/23)
View brief description of each report and the purpose of the excel reports Pulley provides
Detailed Cap Table | Download an excel export of the companies cap table. |
Stakeholders | Export of all stakeholder information provided. |
Stock Based Compensation | Provides a summary of stock based compensation based on ASC 718. |
Stakeholder Transaction Report | Download specific transactions a single stakeholder has done with the company. |
Waterfall Model | Allows you to map out hypothetical situations. (Article explaining waterwall inputs) |
Termination Modeling | Allows you to map out what the equity of a stakeholder would look at that desired date of termination. |
Exercised Options | A list of all exercised options that have occurred in the company. |
ISO/NSO Details | Summary overview of the value details for the listed option grants |
Vesting Details | Generate a list of the vesting schedules to a specific date of the entire company or 1 specific stakeholder |
Implied Ownership Report | List of stakeholder ownership and implied ownership |