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Recording Securities

Recording Securities

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

By Jordan and 5 others6 authors30 articles

How to set up a Phantom Stock Plan

General

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?

How to record Phantom Stocks to the cap table

Federal Exemptions for issuing securities

How do I use Drafts?

Shares

How do I record a previously signed share?

How do I modify a certificated share ID?

Convertible Notes

How do I record a convertible note?

Warrants

How do I add a Token Warrant in Pulley?

How do I record a warrant?

SAFEs

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

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)?

Options

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?

Equity Plan

How do I add an Equity Plan?

How do I edit or amend an Equity Plan?

How big should my equity plan be?

Profit Interests

How do I record a profit interest?