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Getting Started

Getting Started

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

Yin Wu avatar Neil Tiwari avatar Michelle Chu avatar +3
15 articles in this collection
Written by Yin Wu, Neil Tiwari, Michelle Chu and 3 others
Viewing the cap table

How to download an excel of my cap table?

Locate downloadable cap table exports on the platform
Jordan avatar
Written by Jordan
Updated over a week ago

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

Neil Tiwari avatar
Written by Neil Tiwari
Updated over a week ago

How do I view my cap table in-app?

Learn how to view your cap table in Pulley.
Florence Fermanis avatar
Written by Florence Fermanis
Updated over a week ago
Admins

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

Learn about the different levels of Admin Access on Pulley.
Jordan avatar
Written by Jordan
Updated over a week ago

How do I add an admin to my account?

Yin Wu avatar
Written by Yin Wu
Updated over a week ago

Who should I add as an admin?

Learn who you should add as an admin on Pulley.
Florence Fermanis avatar
Written by Florence Fermanis
Updated over a week ago

How do I remove an admin from my account?

Yin Wu avatar
Written by Yin Wu
Updated over a week ago
Signatories

How do I add or remove someone as a signatory?

Add a signatory, or remove a signatory that has been added.
Jordan avatar
Written by Jordan
Updated over a week ago

Who should be the signatory or signatories?

Is it fine to have the CEO as the sole signatory?
Michelle Chu avatar
Written by Michelle Chu
Updated over a week ago

Do I need to add signatories?

Purpose for adding signatories to Pulley.
Jordan avatar
Written by Jordan
Updated over a week ago

What if a signatory does not have a title available?

Adding a signatory that does not have their title available in Pulley
Florence Fermanis avatar
Written by Florence Fermanis
Updated over a week ago

Option Signatory

What is an option signatory? How do I add an option signatory?
Yin Wu avatar
Written by Yin Wu
Updated over a week ago
Spreadsheet Mode

How to use spreadsheet mode

Learn how to use spreadsheet mode.
Florence Fermanis avatar
Written by Florence Fermanis
Updated over a week ago
Drafts

Why can’t I see my draft in drafts?

Saved draft not visible.
Jordan avatar
Written by Jordan
Updated over a week ago

What is drafts?

Learn about drafts in Pulley.
Support avatar
Written by Support
Updated over a week ago