Pulley

The Pulley platform uses Drafts for multiple purposes listed below:

Save securities to be added to cap table on a later date

Review and Edit securities before submitting to the cap table

Securities are required to be saved here before processing a board approval

- Save securities to be added to cap table on a later date
- Review and Edit securities before submitting to the cap table
- Securities are required to be saved here before processing a board approval

Save Securities - When adding any securities on Pulley after filling out all the information, you are prompted to select Save &amp; Continue. This will then save the securities to Drafts and will remain in drafts until deleted or added to the Cap Table (Locate drafts from screenshot below)

Review and Edit - In section 2 of Drafts, both highlighted areas you can select to view the details of the securities and make changes if needed.

1. Edit - Allows you to view multiple securities in spreadsheet mode and make edits in bulk.
2. Certificate I.D. - allows you to view the security individually and make edits to a single security

Board Approvals - In order to start a board approval flow on Pulley it is required       to have the Option Grants already drafted in Pulley. 

1. Save Securities - When adding any securities on Pulley after filling out all the information, you are prompted to select Save &amp; Continue. This will then save the securities to Drafts and will remain in drafts until deleted or added to the Cap Table (Locate drafts from screenshot below)
 
 
2. Review and Edit - In section 2 of Drafts, both highlighted areas you can select to view the details of the securities and make changes if needed.
 1. Edit - Allows you to view multiple securities in spreadsheet mode and make edits in bulk.
 2. Certificate I.D. - allows you to view the security individually and make edits to a single security

3. Board Approvals - In order to start a board approval flow on Pulley it is required to have the Option Grants already drafted in Pulley.