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Migrating from LTSE
Migrating from LTSE
Christian McGrew avatar
Written by Christian McGrew
Updated over 9 months ago

Migrating from LTSE? We've got you covered.

Step 1: Export reports

  1. In your LTSE account, navigate to Reporting on the left-hand navigation bar.

  2. Export reports, including:

    1. Summary and detailed ownership by stakeholder reports

    2. Open Cap Table Format

    3. LTSE Equity format (this is the most important)

    4. Exercise transaction report

    5. 83(b) elections report

    6. Stakeholder contact sheet

  3. No need to include:

    1. Activity audit log

    2. Document audit report

Step 2: Upload to Pulley

  1. In your Pulley account, upload these reports to Cap Table (or directly to the Pulley Data Room).

Step 3: Download Documents

  1. Follow steps 2 through 4 in the LTSE Offboarding Guide, downloading all documents in your account.

  2. Upload these either to the document submission form in Pulley or directly to the Pulley Data Room.

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