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How to use Spreadsheet Mode

Add and Edit Securities in bulk

Morgan Munger avatar
Written by Morgan Munger
Updated yesterday

Pulley's Spreadsheet Mode allows you to efficiently add and edit securities in bulk rather than individually.
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Accessing Spreadsheet Mode

There are several ways to access Spreadsheet Mode in Pulley:

  1. From the Cap Table: Select the green Actions button and select Edit

  2. When Adding Securities: When adding new securities (like SAFEs, options, etc.), you can switch "Upload by" from Form to Spreadsheet

  3. For Stakeholders: Go Stakeholders, then select "Actions → Edit Stakeholders" to open spreadsheet mode for editing stakeholder information

Using Spreadsheet Mode

Once in Spreadsheet Mode, you can:

  1. Add New Securities: Enter details for multiple securities at once in a table format

  2. Edit Existing Securities: Make changes to multiple securities simultaneously

  3. Copy and Paste: If you have a list of stakeholders from another source, you can copy and paste them into spreadsheet mode rather than entering them one by one manually

  4. Delete Securities: You can delete securities directly from spreadsheet mode

Important Tips and Limitations

  1. Save Your Changes: After making edits in spreadsheet mode, remember to click "Save Changes" at the bottom of the form

  2. Certificate IDs: When editing Certificate IDs, note that they must be unique. If you're unable to save a particular ID, it likely means it already exists on the cap table

  3. Price Per Unit/Share: When editing securities like units in spreadsheet mode, inputting the price per unit will automatically update the capital contribution field after pressing enter on that column

  4. Custom Fields: Spreadsheet mode supports various fields depending on the security type being edited

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