Pulley

Collier Kirkland

Morgan Munger

Yin Wu

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

Getting Started

Understanding the basics of Pulley and various post-onboarding workflows that will enable successful use of Pulley.

What to expect as a new Pulley admin

Navigating your admin dashboard

Understanding the fundamental differences between the admin and stakeholder experiences within Pulley.

Admin access vs. stakeholder access

Learn about signatories and their role in Pulley equity management.

Understanding signatories

Understand what templates are, how they work conceptually, and when the different template types

Understanding templates

Understand and learn how to configure company settings within Pulley to ensure your organization is setup for you equity needs.

Configure your company settings

How to enable notifications

Before you issue options or restricted stock, you need to understand how much room your equity plan has and what happens when that room runs out.

Understanding equity plan capacity

Understand the basics of Pulley, including navigation and key settings for your Pulley Configuration

Orientation

A comprehensive overview of the Pulley cap table visualization that outlines available actions and interaction for refining your cap table results.

Cap table basics

Locate downloadable cap table exports on the platform

Download an excel of the cap table

Learn how to view your cap table in Pulley.

Viewing the cap table in-app

Viewing the cap table

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

How to find and complete your pending tasks on Pulley.

Find and complete pending tasks

How to find and complete signatory requests within Pulley.

Complete a signatory request

How to sign, send, access, and deliver Pulley issued certificates.

Sign and Send E-Certificates

Verify and monitor acceptance and signatures of outstanding security grants.

Monitor grant acceptance and signature status

Access, track, and execute Admin tasks and signatory requests within Pulley

Pending tasks and signatures

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

Where are the securities I added previously?

Drafts

Find answers and get help from Intercom Support and Community Experts

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