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Recording Securities
Recording Securities
Adding Shares, Equity Plans, Options, RSAs, SAFEs, and more
By Lam and 4 others
5 authors
30 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?
Federal Exemptions for issuing securities
How to record Phantom Stocks to the cap table
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 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
How to fundraise with SAFEs in Pulley
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?
Share Classes
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
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?
