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

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 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 enable notifications

Understanding signatories

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

Understanding templates

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

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

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.