Recording Securities

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

+3

31 articles in this collection
Written by Yin Wu, Michelle Chu, Florence Fermanis and 3 others

How to set up a Phantom Stock Plan

Creating a Phantom Stock Plan on Pulley.

Written by Lam Kuan Lau
Updated over a week ago

General

How do I draft new securities in Pulley?

Steps on how to use drafts and issue securities.

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.

Written by Yin Wu
Updated over a week ago

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

Create your own custom field for formatting documents

Written by Pedro Rosas V.
Updated over a week ago

How do I add attachments?

Learn how to add attachments in Pulley

Written by Florence Fermanis
Updated over a week ago

Federal Exemptions for issuing securities

Written by Yin Wu
Updated over a week ago

How do I use Drafts?

Explanation on Drafts in Pulley.

Written by Jordan
Updated over a week ago

Shares

How do I add a previously signed share?

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

Written by Yin Wu
Updated over a week ago

How do I modify a certificated share ID?

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.

Written by Florence Fermanis
Updated over a week ago

Warrants

How do I add a Token Warrant in Pulley?

Written by Jordan
Updated over a week ago

How do I record a warrant?

Written by Yin Wu
Updated over a week ago

SAFEs

How do I record a SAFE?

Record SAFEs already issued on Pulley.

Written by Yin Wu
Updated over a week ago

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

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

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.

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.

Written by Michelle Chu
Updated over a week ago

How do I grant Restricted Stock Awards (RSAs)?

Written by Yin Wu
Updated over a week ago

Options

How does Pulley calculate an ISO/NSO split

Get the most tax favorable outcome for your employees

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.

Written by Michelle Chu
Updated over a week ago

How do I grant Options in Pulley?

How to grant options through Pulley

Written by Yin Wu
Updated yesterday

What is the difference between NSOs and ISOs?

Written by Yin Wu
Updated over a week ago

Why are options marked as ISO_NSO?

Written by Yin Wu
Updated over a week ago

What should my exercise period be?

Written by Yin Wu
Updated over a week ago

How do I add a share class?

Written by Yin Wu
Updated over a week ago

How do I edit or amend share classes?

Written by Yin Wu
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)

Written by Jordan
Updated over a week ago

Equity Plan

How do I add an Equity Plan?

Written by Yin Wu
Updated over a week ago

How do I edit or amend an Equity Plan?

Written by Yin Wu
Updated over a week ago

How big should my equity plan be?

Written by Yin Wu
Updated over a week ago

Profit Interests

How do I record a profit interest?

Record profit interests already issued on Pulley.

Written by Florence Fermanis
Updated over a week ago