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Adding Shares, Equity Plans, Options, RSAs, SAFEs, and more
By Lam and 4 others
How to set up a Phantom Stock Plan
How do I grant new securities?
Pulley template is not supporting a field I need for my document, how do I add this?
How do I add attachments?
Federal Exemptions for issuing securities
How to record Phantom Stocks to the cap table
How do I use Drafts?
How do I record a previously signed share?
How do I modify a certificated share ID?
How do I record a convertible note?
How do I record a warrant?
How do I record a SAFE?
How do I know if my investment is a pre-money or post-money SAFE?
How do I add MFN and YC SAFEs in 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?
Restricted Stock Units (RSUs) and Restricted Stock Awards (RSAs)
How do I record a Restricted Stock Award/Restricted Stock Unit?
How do I grant Restricted Stock Awards (RSAs)?
How does Pulley calculate an ISO/NSO split
How do I record an option grant?
How do I grant Options in Pulley?
What is the difference between NSOs and ISOs?
What should my exercise period be?
How do I add a share class?
How do I edit or amend share classes?
How to create a share class that does not contribute to the fully diluted amount
How do I add an Equity Plan?
How do I edit or amend an Equity Plan?
How big should my equity plan be?
How do I record a profit interest?