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Add Token Plans

Explanation of a Token Plan in Pulley and how to add the Token Plan.

Written by Morgan

A Token Plan in Pulley refers to the allotted amount the company has allocated for either the company / employees / investors or all of the above. You may enter more than 1 Token Plan if you have specific amounts for different token holders or you may add 1 token plan to cover everyone.

To create an equity plan, on the Navigation Bar under Essentials, select Token Cap Table → Token Plans
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Then, click the Add Token Plan button at the top of the “Equity Plans” table.
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Add the Token plan information.
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Scroll down to enter in the Post Termination Exercise details stated in the Equity Plan documentation. It will default to the listed windows as seen in the screenshot below.
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Select Save Token Plan.


Equity Plan will be saved to the company and you can now issue Token Options / RTAs / RTUs to employees, advisors and investors.
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