Everything you need to know about switching from Carta to Pulley. Pulley handles the migration without any work from you or your lawyers.
What is the process of migrating from Carta to Pulley?
We will provide you with an email address that you will add as a "Full Access" admin on your Carta account (Company Settings → Users and Permissions → Add User). If that option isn't available, "Company Editor" works as well. After you do that, let us know and we’ll take care of the rest.
How long does it take?
You can expect to hear from us with a first draft of the cap table within 5-7 business days. After that, we’ll make any adjustments needed and get you up and running on Pulley.
We'll let you know if we think we may need more time. This can happen when your cap table is particularly complex or if your cap table isn't 100% current.
Will my employees or investors be notified?
You have total control over notifications to any stakeholders. If you choose to notify a stakeholder, they will receive an email to accept their security on Pulley and will not receive additional correspondence unless authorized.
Will my lawyer need to review it?
It's a best practice to have your lawyer review your cap table to make sure the information entered reflects the reality of your company today.
Who can I talk to if I have questions?
Connect with a Pulley cap table expert instantly by contacting firstname.lastname@example.org. Our team has the legal and tax expertise to address any issues you may encounter using a cap table tool to manage your equity.