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PulleyU: Live Demos & Training

Looking for live, instructor led training? You've come to the right place!

Written by Morgan Munger
Updated this week

Pulley is pleased to announce our newest service upgrade to all customers, PulleyU!

PulleyU is a collection of live, instructor led trainings on Pulley's core functionality to help you and your team. Each course is intended to host a small number of students, where you can expect:

  • A core overview of the functionality from a Pulley expert

  • Hear best practices and industry leading tips to set your company apart

  • Ask questions or workshop specific scenarios for your company

We can't wait to see you soon! Use the class registration links below to enroll for each class relevant to your goals and availability.

Course

Topics

Length

Frequency

Registration

Introduction to Pulley & Cap Table 101

  • Navigating the cap table

  • Core administrative functionality of cap table management

  • Exporting and reporting

30 min

Bi-weekly

Hire & Retain Workflows

  • Issuing offer letters

  • Issuing equity

  • Electronic exercise requests

  • Employee portal

  • Custom documents

  • Board approvals

60 min

Monthly

Fundraising

  • SAFE workflows

  • Fundraising Modeler

30 min

Monthly

Stakeholder Management

  • External contact management

  • Communications Hub

  • Data Rooms

  • Inviting stakeholders to Pulley

45 min

Monthly

Can't attend one of these sessions? Check our our pre-recorded demos, where you can watch on your own time, anytime.

Introduction to Pulley & Cap Table 101

Hire & Retain
​Demo and Video

Stakeholder Management


Looking for 1:1 training?

Pulley offers one-on-one, paid personalized training sessions customized to your organization's needs and workflows. These are led by equity administration experts and can range in 30 minute overview sessions to multi-threaded, multiple session deep dives.

If you're interested in setting up these personalized sessions, please reach out to accountmanagers@pulley.com for more information.


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