Recording Securities

Adding Shares, Equity Plans, Options, RSAs, SAFEs, and more

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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

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