Pulley

What is assigning reviewers in Pulley, how does reviewers work?

How do I assign Reviewers to securities?

Unlock Liquidity for Your Shareholders with NPM

How to use Spreadsheet Mode

Morgan Munger

Yin Wu

Jaime Flores Benabib

Learn how to do common cap table flows like repurchases, transfers, and more.

Cap Table Flows

How do I record a cancellation on Pulley?

How do I record a transfer?

Record a repurchase that occurred off Pulley.

How do I reflect a past repurchase?

Learn how to repurchase unvested shares from a terminated stakeholder and exchange payment on Pulley.

How do I conduct a repurchase on Pulley?

Transfers, repurchases and cancellations

Instructions on how to edit or change a security.

How do I edit or change a security?

How do I delete a security?

Editing and deleting securities

How do I convert a SAFE or convertible note?

How do I undo a SAFE or Note conversion?

Converting SAFEs and convertible notes

How stakeholder termination works in Pulley

Terminating an employee

Terminations

What happens after I submit payment to exercise options?

How can I pay on Pulley?

How long does an exercise request take after I've submitted one?

What are the tax implications of exercising options?

Exercise your options on Pulley

Exercising options - for option holders

Enable electronic exercise for your employees to be facilitated directly within Pulley

How to set up exercise requests for your company on Pulley

How do I exercise my option grants?

Learn how to record exercises on option grants as an admin.

Record a previous exercise or an exercise that occurred outside of Pulley

How do I turn off exercise requests?

How long do employees have to exercise options post termination

Exercising options post termination

How do I undo an exercise?

How to e-sign your Option Exercise Documents in Pulley

This article provides a step-by-step guide for admins on how to navigate the NSO tax withholding approval process on Pulley.

Managing NSO Tax Withholding for Exercise Requests on Pulley: A Guide for Administrators

Statuses on the Exercise Requests Page

This guide outlines how to review and manage electronically submitted exercise requests within Pulley.

Managing Pulley exercise requests

Exercising options - for admins

How do I reprice Option Grants?

Reprice Options

How to Reclassify shares

Reclassify Shares

Find answers and get help from Intercom Support and Community Experts

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