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Record a Restricted Token Award (RTA) /Restricted Token Unit (RTU)

Written by Morgan

Pulley can record RTAs or RTUs that have already be signed off Pulley.

Before Beginning: Make sure you have your equity plan already set up. If you don't already have one, follow the instructions here.

  1. Hit + Add → Existing Contract.
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  2. Select Restricted Token Award (RTAs) or Restricted Token Unit (RTUs) depending on the type of security you would like to record.
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  3. Fill out the details using the Form mode → Save & Continue. The security will then appear as a draft in your Contracts.

4. After reviewing, hit Add to Cap Table.

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