Pulley

Yin Wu

Tyler Martin

Support

 Learn the Pulley basics, e.g. adding admins, viewing the cap table. 

Getting Started

Locate downloadable cap table exports on the platform

How to download an excel of my cap table?

How do I share my cap table as of a particular date?

Learn how to view your cap table in Pulley.

How do I view my cap table in-app?

Viewing the cap table

Learn about the different levels of Admin Access on Pulley.

What are the different levels of admin access and permissions on Pulley?

How do I add an admin to my account?

Learn who you should add as an admin on Pulley.

Who should I add as an admin?

How do I remove an admin from my account?

Admins

Is it fine to have the CEO as the sole signatory?

Who should be the signatory or signatories?

Purpose for adding signatories to Pulley.

Do I need to add signatories?

Add a company signatory, or remove a signatory that has been added.

How do I add or remove someone as a signatory?

Adding a signatory that does not have their title available in Pulley

What if a signatory does not have a title available?

What is an option signatory? How do I add an option signatory?

Who is the Option Signatory?

Signatories

You have just added new securities but can't see them on the cap table.

Where are the securities I added previously?

Lam Kuan Lau

Drafts

Find answers and get help from Intercom Support and Community Experts

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