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Recording Securities

Recording Securities

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

Yin Wu avatar Neil Tiwari avatar Michelle Chu avatar +2
26 articles in this collection
Written by Yin Wu, Neil Tiwari, Michelle Chu and 2 others
General

How do I drafts new securities in Pulley?

Steps on how to use drafts and issue securities.
Yin Wu avatar
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.
Yin Wu avatar
Written by Yin Wu
Updated over a week ago

How do I add attachments?

Learn how to add attachments in Pulley
Florence Fermanis avatar
Written by Florence Fermanis
Updated over a week ago

Federal Exemptions for issuing securities

Yin Wu avatar
Written by Yin Wu
Updated over a week ago
Shares

How do I record a share?

Record shares already issued to founders, investors, and early employees on Pulley.
Yin Wu avatar
Written by Yin Wu
Updated over a week ago

How do I modify a certificated share ID?

Yin Wu avatar
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.
Florence Fermanis avatar
Written by Florence Fermanis
Updated over a week ago
Warrants

How do I record a warrant?

Neil Tiwari avatar
Written by Neil Tiwari
Updated over a week ago
SAFEs

How do I record a SAFE?

Record SAFEs already issued on Pulley.
Yin Wu avatar
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
Jordan avatar
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.
Yin Wu avatar
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.
Michelle Chu avatar
Written by Michelle Chu
Updated over a week ago

How do I grant Restricted Stock Awards (RSAs)?

Neil Tiwari avatar
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
Michelle Chu avatar
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.
Michelle Chu avatar
Written by Michelle Chu
Updated over a week ago

How do I grant Options in Pulley?

How to grant options through Pulley
Yin Wu avatar
Written by Yin Wu
Updated over a week ago

What is the difference between NSOs and ISOs?

Yin Wu avatar
Written by Yin Wu
Updated over a week ago

Why are options marked as ISO_NSO?

Yin Wu avatar
Written by Yin Wu
Updated over a week ago

What should my exercise period be?

Neil Tiwari avatar
Written by Neil Tiwari
Updated over a week ago
Share Classes

How do I add a share class?

Neil Tiwari avatar
Written by Neil Tiwari
Updated over a week ago

How do I edit or amend share classes?

Neil Tiwari avatar
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)
Jordan avatar
Written by Jordan
Updated over a week ago
Equity Plan

How do I add an Equity Plan?

Yin Wu avatar
Written by Yin Wu
Updated over a week ago

How do I edit or amend an Equity Plan?

Neil Tiwari avatar
Written by Neil Tiwari
Updated over a week ago

How big should my equity plan be?

Neil Tiwari avatar
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.
Florence Fermanis avatar
Written by Florence Fermanis
Updated over a week ago