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Cap Table Flows

Cap Table Flows

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

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24 articles in this collection
Written by Jordan, Michelle Chu, Support and 3 others

How do I assign Reviewers to securities?

What is assigning reviewers in Pulley, how does reviewers work?
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Written by Jordan
Updated over a week ago

Transfers, repurchases and cancellations

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4 articles in this collection
Written by Jordan, Michelle Chu and Support

Editing and deleting securities

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2 articles in this collection
Written by Jordan and Florence Fermanis

Converting SAFEs and convertible notes

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2 articles in this collection
Written by Yin Wu and Florence Fermanis

Terminations

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1 article in this collection
Written by Michelle Chu

Exercising options - for option holders

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6 articles in this collection
Written by Yin Wu, Jordan and Michelle Chu

Exercising options - for admins

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6 articles in this collection
Written by Yin Wu, Lam Kuan Lau and Jordan

Reprice Options

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1 article in this collection
Written by Jordan

Reclassify Shares

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1 article in this collection
Written by Lam Kuan Lau