Getting Started

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

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16 articles in this collection
Written by Yin Wu, Michelle Chu, Support and 3 others

Viewing the cap table

How to download an excel of my cap table?

Locate downloadable cap table exports on the platform

Written by Jordan
Updated over a week ago

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

Written by Yin Wu
Updated over a week ago

How do I view my cap table in-app?

Learn how to view your cap table in Pulley.

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.

Written by Jordan
Updated over a week ago

How do I add an admin to my account?

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.

Written by Florence Fermanis
Updated over a week ago

How do I remove an admin from my account?

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.

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?

Written by Michelle Chu
Updated over a week ago

Do I need to add signatories?

Purpose for adding signatories to Pulley.

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

Written by Florence Fermanis
Updated over a week ago

Option Signatory

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

Written by Yin Wu
Updated over a week ago

Spreadsheet Mode

How to use spreadsheet mode

Learn how to use spreadsheet mode.

Written by Florence Fermanis
Updated over a week ago

Drafts

Where are the securities I added previously?

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

Written by Lam Kuan Lau
Updated over a week ago

Why can’t I see my draft in drafts?

Saved draft not visible.

Written by Jordan
Updated over a week ago

What is drafts?

Learn about drafts in Pulley.

Written by Support
Updated over a week ago