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Creating an Equity Plan on Pulley
Creating an Equity Plan on Pulley

This is how to create an Equity Plan on Pulley.

Lam Kuan Lau avatar
Written by Lam Kuan Lau
Updated over a week ago

1. Under the Hire and Retain tab, click Equity Plans

2. Add Equity Plan details. Fill in the following:

  • Equity Plan Name: For eg., 2019 Stock Plan. Equity Plan names usually include the year of creation.

  • Share Class: The class of share you are issuing. "Common" is most common.

  • Plan Size: This is typically 10-15% of common shares.

3. Get Board Approval

Upon plan creation, you will be redirected to the Equity Plans page and prompted to get board approval.


  • This feature is designed for companies to set up their first equity plan with standard terms.

  • Refer to our Equity Plan example here: Equity Plan Sample PDF

  • If you need a customized equity plan with non-standard terms such as an extended post termination exercise window, this will need to be drafted and approved off-Pulley in conjunction with your legal team and then recorded on the cap table according to this guide: How to Record an Equity Plan

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