Go to Pulley
All Collections
Recording Securities
Recording Securities
Adding Shares, Equity Plans, Options, RSAs, SAFEs, and more
+2
26 articles in this collection
Written by
Yin Wu,
Neil Tiwari,
Michelle Chu
and 2 others
General
How do I drafts 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 over a week ago
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
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 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 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