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Cap Table Flows
Cap Table Flows
Learn how to do common cap table flows like repurchases, transfers, and more.
By Michelle and 4 others
5 authors
24 articles
How do I assign Reviewers to securities?
Transfers, repurchases and cancellations
How do I record a cancellation on Pulley?
How do I record a transfer?
How do I reflect a past repurchase?
How do I conduct a repurchase on Pulley?
Editing and deleting securities
How do I edit or change a security?
How do I delete a security?
Converting SAFEs and convertible notes
How do I convert a SAFE or convertible note?
How do I undo a SAFE or Note conversion?
Terminations
Terminating an employee
Exercising options - for option holders
Capital One and Exercising Options
Can Pulley support exercising International Options? (Non-US Options)
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?
Exercising options - for admins
How to set up exercise requests for my company on Pulley
How do I exercise my option grants?
Record a previous exercise or an exercise that occurred out of Pulley.
How do I turn off exercise requests?
Exercising options post termination
How do I undo an exercise?
Reprice Options
How do I reprice Option Grants?
Reclassify Shares
How to Reclassify shares
