No, we will not add your client as a user until the onboarding process is complete. We collect their email address upfront for billing purposes only. Your client will only have billing admin permissions to add in billing information for upgrading their plan if necessary. They will not be able to view the cap table and make edits during the onboarding process. Your client will receive a payment link via email that includes a 100% discount for their first year on Pulley Startup.
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You will be able to complete the self-onboarding process on your client’s behalf in its entirety. Our team of experts will be on standby to answer any questions and provide live support.

As a final step, add your client as a user to the account. Once onboarding is complete, our team will set the cap table live and notify your client that it’s ready to view.