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Welcome to PulleyU! - Enroll Today

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

Tyler Martin avatar
Written by Tyler Martin
Updated over a week ago

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

Cap Table 101

  • Navigating the cap table

  • Core administrative functionality of cap table management

  • Exporting and reporting

30 min

Bi-weekly

Cap Table 201

  • Repurchases

  • Transfers

  • Repricing

  • Amending ESOPs

60 min

Monthly

Hiring & Retain 101

  • Issuing offer letters

  • Issuing equity

  • Electronic exercise requests

  • Employee portal

  • Custom documents

  • Board approvals

60 min

Monthly

Fundraising 101

  • SAFE workflows

  • Fundraising Modeler

60 min

Monthly

Valuations 101

  • 409A valuations with Pulley

  • Recording a 409A generated outside of Pulley

30 min

Monthly

Stakeholder 101

  • External contact management

  • Communications Hub

  • Data Rooms

  • Inviting stakeholders to Pulley

45 min

Monthly

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