Pulley

How to set up a Phantom Stock Plan

Jordan

Yin Wu

Florence Fermanis

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

Recording Securities

Steps on how to use drafts and issue securities.

How do I draft new securities in Pulley?

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

How do I grant new securities?

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?

How do I add attachments?

Record Phantom Stock already issued to employees on Pulley

How to record Phantom Stocks to the cap table

Federal Exemptions for issuing securities

How do I use Drafts?

Pedro Rosas V.

General

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

How do I add a previously signed share?

How do I modify a certificated share ID?

Shares

Record shares already issued convertible notes on Pulley.

How do I record a convertible note?

Convertible Notes

How do I add a Token Warrant in Pulley?

How do I record a warrant?

Warrants

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

SAFEs

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

How do I record a Restricted Stock Award/Restricted Stock Unit?

How do I grant Restricted Stock Awards (RSAs)?

Michelle Chu

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?

What is the difference between NSOs and ISOs?

Why are options marked as ISO_NSO?

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)