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Recording Securities
Recording Securities
Adding Shares, Equity Plans, Options, RSAs, SAFEs, and more
+2
29 articles in this collection
Written by
Yin Wu,
Neil Tiwari,
Michelle Chu
and 2 others
General
How do I draft new securities in Pulley?
Steps on how to use drafts and issue securities.
Written by
Yin Wu
Updated over a week ago
How do I grant new securities?
Issue Shares, Issue SAFEs, Issue Options, Issue Convertible Notes, Issue Warrants, Issue RSAs, Issue RSUs and Issue Profit Interests.
Written by
Yin Wu
Updated this week
How do I add attachments?
Learn how to add attachments in Pulley
Written by
Florence Fermanis
Updated over a week ago
Federal Exemptions for issuing securities
Written by
Yin Wu
Updated over a week ago
How do I use Drafts?
Explanation on Drafts in Pulley.
Written by
Jordan
Updated over a week ago
Shares
How do I record a share?
Record shares already issued to founders, investors, and early employees on Pulley.
Written by
Yin Wu
Updated over a week ago
How do I modify a certificated share ID?
Written by
Yin Wu
Updated over a week ago
Convertible Notes
How do I record a convertible note?
Record shares already issued convertible notes on Pulley.
Written by
Florence Fermanis
Updated over a week ago
Warrants
How do I add a Token Warrant in Pulley?
Written by
Jordan
Updated over a week ago
How do I record a warrant?
Written by
Neil Tiwari
Updated over a week ago
SAFEs
How do I record a SAFE?
Record SAFEs already issued on Pulley.
Written by
Yin Wu
Updated over a week ago
How do I know if my investment is a pre-money or post-money SAFE?
Written by
Yin Wu
Updated over a week ago
How do I add MFN and YC SAFEs in Pulley?
Instructions on adding MFN and YC related SAFEs
Written by
Jordan
Updated over a week ago
How to fill out each SAFE field
Learn how to fill in each SAFE field on Pulley.
Written by
Yin Wu
Updated over a week ago
Restricted Stock Units (RSUs) and Restricted Stock Awards (RSAs)
How do I record a Restricted Stock Award/Restricted Stock Unit?
Record RSAs and RSUs that have already been signed on Pulley.
Written by
Michelle Chu
Updated over a week ago
How do I grant Restricted Stock Awards (RSAs)?
Written by
Neil Tiwari
Updated over a week ago
Options
How does Pulley calculate an ISO/NSO split
Get the most tax favorable outcome for your employees
Written by
Michelle Chu
Updated over a week ago
How do I record an option grant?
Record options that have already been signed on Pulley.
Written by
Michelle Chu
Updated over a week ago
How do I grant Options in Pulley?
How to grant options through Pulley
Written by
Yin Wu
Updated over a week ago
What is the difference between NSOs and ISOs?
Written by
Yin Wu
Updated over a week ago
Why are options marked as ISO_NSO?
Written by
Yin Wu
Updated over a week ago
What should my exercise period be?
Written by
Neil Tiwari
Updated over a week ago
Share Classes
How do I add a share class?
Written by
Neil Tiwari
Updated over a week ago
How do I edit or amend share classes?
Written by
Neil Tiwari
Updated over a week ago
How to create a share class that does not contribute to the fully diluted amount
Instructions to make a share class not affect fully diluted amount (may be applicable to vStock, phantom stock, and tokens)
Written by
Jordan
Updated over a week ago
Equity Plan
How do I add an Equity Plan?
Written by
Yin Wu
Updated over a week ago
How do I edit or amend an Equity Plan?
Written by
Neil Tiwari
Updated over a week ago
How big should my equity plan be?
Written by
Neil Tiwari
Updated over a week ago
Profit Interests
How do I record a profit interest?
Record profit interests already issued on Pulley.
Written by
Florence Fermanis
Updated over a week ago