Pulley

How to set up a Phantom Stock Plan

Morgan Munger

Yin Wu

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

Recording Securities

Issue Shares, Issue SAFEs, Issue Options, Issue Convertible Notes, Issue Warrants, Issue RSAs, Issue RSUs and Issue Profit Interests.

Granting new securities on Pulley

Create your own custom field for formatting documents

Pulley template is not supporting a field I need for my document, how do I add this?

Learn how to add attachments to securities in Pulley.

How do I add attachments?

Federal Exemptions for issuing securities

Record Phantom Stock already issued to employees on Pulley

How to record Phantom Stocks to the cap table

Explanation on Drafts of securities in Pulley.

How do I use Drafts?

General

Record shares already issued to founders, investors, and early employees on Pulley.

How do I record a previously signed share?

Update, edit, modify, or change a certificate share ID for single share issuances or in bulk on the cap table.

How do I modify a certificated share ID?

How to Record a Restricted Stock Purchase Agreement

Shares

Record already issued convertible notes on Pulley.

How do I record a convertible note?

Convertible Notes

Record warrants that have already been signed off Pulley.

How do I record a warrant?

Warrants

Record SAFEs that were already issued outside Pulley.

How do I record a SAFE?

How do I know if my investment is a pre-money or post-money SAFE?

Instructions on adding MFN and YC related SAFEs

How do I add MFN and YC SAFEs in Pulley?

Learn how to fill in each SAFE field on Pulley.

How to fill out each SAFE field

How to fundraise with SAFEs in Pulley

Why am I getting a Pulley alert for my SAFEs not being compliant?

SAFEs

Understanding RSUs: A Simple Guide to Restricted Stock Units

Settling RSUs

Record Past RSU Settlements

Granting Restricted Stock Awards (RSAs)

Record RSAs and RSUs that have already been signed on Pulley.

Recording Restricted Stock Award/Restricted Stock Unit

Restricted Stock Units (RSUs) and Restricted Stock Awards (RSAs)

Get the most tax favorable outcome for your employees

How does Pulley calculate an ISO/NSO split

Record options that have already been signed on Pulley.

How do I record an option grant?

How do I grant Options in Pulley?

Difference between NSOs and ISOs

What should my exercise period be?

Options

How do I add a share class?

How do I edit or amend share classes?

Instructions to make a share class not affect fully diluted amount (may be applicable to vStock, phantom stock, and tokens)

How to create a share class that does not contribute to the fully diluted amount

Share Classes

Record your company's existing equity plan or an equity plan that was set up outside of Pulley.

How do I record an Equity Plan?

How do I edit or amend an Equity Plan?

How big should my equity plan be?

Create your equity plan to start issuing shares.

Creating an Equity Plan on Pulley

Terminating an Equity Plan

Equity Plan

Record profit interests already issued on Pulley.

Record a profit interest

Profit Interests

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