Prepare the list of stakeholders: The first step is to create a list of all the stakeholders who will be receiving the securities. Ideally, this information is already on Pulley. This list should include their names and email addresses. Tip: we recommend adding in personal emails, rather than work emails, so that the stakeholders can access their holdings if they leave the company.
​
​

Draft the invitation email: The next step is to draft an email inviting the stakeholders to accept their securities. The email should include a brief introduction to the company and the securities being offered, as well as instructions on how to accept the securities. Here’s an example of a pre-Pulley invite email template that you can send through our Communications Hub:
​
​

Send out the invitation emails: Once the invitation email has been created through the Communications Hub, publish it so that it can be sent out to the selected stakeholders. It's important to ensure that the emails are sent to the correct email addresses and that they are sent in a timely manner.
​
​

Invite stakeholders to the platform: Now that your stakeholders have been informed about the upcoming transition to the Pulley platform, it is now appropriate to extend them an invitation to join the platform. Follow the steps here to invite your stakeholders.
​
​

Track acceptances: After the invitation emails have been sent out, it's important to track the acceptances. This can be done through the Stakeholders page, which should provide real-time updates on who has accepted the securities and who has not.
​
​

Follow up with non-responders: If there are stakeholders who have not accepted their securities after receiving the invitation email, it's important to follow up with them to ensure that they have received the email and are aware of the securities being offered. This can be done through the platform by selecting “Re-send Invite” through the Stakeholders page or following these instructions.
​
​