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Getting Started
Getting Started
Learn the Pulley basics, e.g. adding admins, viewing the cap table.
+3
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