This article is relevant to you if:

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

  1. Hit + AddExisting Contract.

2. Select Profit Interests.

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:

  • Generally, the prefix used for profit interests is "PI". Learn more about certificate IDs here.

  • Add quantity;

  • Add price/ share;

If relevant, add in the following also:

  • Vesting.

4. After reviewing, hit Add to Cap Table.

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