# Pulley Help Center

> Help center for Pulley

## Onboarding

- [Initial Setup Questionnaire](https://help.pulley.com/en/articles/13602696-initial-setup-questionnaire.md)
- [Populating your Pulley dashboard](https://help.pulley.com/en/articles/13639581-populating-your-pulley-dashboard.md): Tips and information for uploading your documents to Pulley after concluding the onboarding questionnaire.
- [Uploading your cap table](https://help.pulley.com/en/articles/13639714-uploading-your-cap-table.md): Details and best practices for shaping your cap table data for uploading into your new Pulley workspace.
- [Statement of Work for Cap Table Import Services](https://help.pulley.com/en/articles/14214791-statement-of-work-for-cap-table-import-services.md): Statement of Work breaking down the responsibilities and role of the customer and Prolific Labs Inc. d/b/a Pulley for cap table import services

## PulleyU & Webinars

- [Video Library - Getting Started with Pulley](https://help.pulley.com/en/articles/14322497-video-library-getting-started-with-pulley.md): Check our our pre-recorded walkthroughs of the platform, where you can watch on your own time, anytime.

## Getting Started

- [What to expect as a new Pulley admin](https://help.pulley.com/en/articles/14301332-what-to-expect-as-a-new-pulley-admin.md): Understanding the basics of Pulley and various post-onboarding workflows that will enable successful use of Pulley.
- [Navigating your admin dashboard](https://help.pulley.com/en/articles/14301423-navigating-your-admin-dashboard.md)
- [Admin access vs. stakeholder access](https://help.pulley.com/en/articles/14301706-admin-access-vs-stakeholder-access.md): Understanding the fundamental differences between the admin and stakeholder experiences within Pulley.
- [Understanding signatories](https://help.pulley.com/en/articles/14301781-understanding-signatories.md): Learn about signatories and their role in Pulley equity management.
- [Understanding templates](https://help.pulley.com/en/articles/14442102-understanding-templates.md): Understand what templates are, how they work conceptually, and when the different template types
- [Configure your company settings](https://help.pulley.com/en/articles/14442120-configure-your-company-settings.md): Understand and learn how to configure company settings within Pulley to ensure your organization is setup for you equity needs.
- [How to enable notifications](https://help.pulley.com/en/articles/12035381-how-to-enable-notifications.md): Enable and disable email notifications
- [Understanding equity plan capacity](https://help.pulley.com/en/articles/14442249-understanding-equity-plan-capacity.md): 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.
- [Cap table basics](https://help.pulley.com/en/articles/13676392-cap-table-basics.md): A comprehensive overview of the Pulley cap table visualization that outlines available actions and interaction for refining your cap table results.
- [Download an excel of the cap table](https://help.pulley.com/en/articles/6015799-download-an-excel-of-the-cap-table.md): Locate downloadable cap table exports on the platform
- [Viewing the cap table in-app](https://help.pulley.com/en/articles/6160705-viewing-the-cap-table-in-app.md): Learn how to view your cap table in Pulley.
- [Who should be the signatory or signatories?](https://help.pulley.com/en/articles/5407671-who-should-be-the-signatory-or-signatories.md): Is it fine to have the CEO as the sole signatory?
- [Do I need to add signatories?](https://help.pulley.com/en/articles/6125303-do-i-need-to-add-signatories.md): Purpose for adding signatories to Pulley.
- [Configure signatories](https://help.pulley.com/en/articles/6128935-configure-signatories.md): Add a company signatory, or remove a signatory that has been added.
- [What if a signatory does not have a title available?](https://help.pulley.com/en/articles/5407690-what-if-a-signatory-does-not-have-a-title-available.md): Adding a signatory that does not have their title available in Pulley
- [Who is the Option Signatory?](https://help.pulley.com/en/articles/5399894-who-is-the-option-signatory.md): What is an option signatory? How do I add an option signatory?
- [Find and complete pending tasks](https://help.pulley.com/en/articles/14442199-find-and-complete-pending-tasks.md): How to find and complete your pending tasks on Pulley.
- [Complete a signatory request](https://help.pulley.com/en/articles/14442233-complete-a-signatory-request.md): How to find and complete signatory requests within Pulley.
- [Sign and Send E-Certificates](https://help.pulley.com/en/articles/14856051-sign-and-send-e-certificates.md): How to sign, send, access, and deliver Pulley issued certificates.
- [Monitor grant acceptance and signature status](https://help.pulley.com/en/articles/14856117-monitor-grant-acceptance-and-signature-status.md): Verify and monitor acceptance and signatures of outstanding security grants.
- [Where are the securities I added previously?](https://help.pulley.com/en/articles/6697773-where-are-the-securities-i-added-previously.md): You have just added new securities but can't see them on the cap table.

##  Vesting, Acceleration and Legends

- [What is vesting?](https://help.pulley.com/en/articles/5160112-what-is-vesting.md)
- [How do I insert vesting in Pulley?](https://help.pulley.com/en/articles/6080484-how-do-i-insert-vesting-in-pulley.md): Choosing between template, milestone and custom vesting.
- [How do I print my vesting schedule for my security?](https://help.pulley.com/en/articles/6048382-how-do-i-print-my-vesting-schedule-for-my-security.md): Print vesting schedule for stakeholders
- [What vesting schedule should I use for employees?](https://help.pulley.com/en/articles/5048902-what-vesting-schedule-should-i-use-for-employees.md)
- [How do you add different vesting schedules to securities?](https://help.pulley.com/en/articles/6021182-how-do-you-add-different-vesting-schedules-to-securities.md): Instructions on standard Vesting Schedules, Custom Vesting and Milestones
- [How do vesting alerts for employees work?](https://help.pulley.com/en/articles/7061256-how-do-vesting-alerts-for-employees-work.md)
- [How do I stop vesting due to a termination?](https://help.pulley.com/en/articles/6080623-how-do-i-stop-vesting-due-to-a-termination.md): Learn how to stop vesting in Pulley.
- [How do I pause vesting?](https://help.pulley.com/en/articles/6080688-how-do-i-pause-vesting.md): Learn how to pause vesting in Pulley.
- [How do I accelerate vesting?](https://help.pulley.com/en/articles/6080608-how-do-i-accelerate-vesting.md)
- [What is acceleration?](https://help.pulley.com/en/articles/5048401-what-is-acceleration.md)
- [How do I add legends?](https://help.pulley.com/en/articles/4781633-how-do-i-add-legends.md)

## Cap Table Flows

- [How do I assign Reviewers to securities?](https://help.pulley.com/en/articles/6454336-how-do-i-assign-reviewers-to-securities.md): What is assigning reviewers in Pulley, how does reviewers work?
- [Unlock Liquidity for Your Shareholders with NPM](https://help.pulley.com/en/articles/9948941-unlock-liquidity-for-your-shareholders-with-npm.md)
- [How to use Spreadsheet Mode](https://help.pulley.com/en/articles/11777196-how-to-use-spreadsheet-mode.md): Add and Edit Securities in bulk
- [How do I record a cancellation on Pulley?](https://help.pulley.com/en/articles/6082587-how-do-i-record-a-cancellation-on-pulley.md)
- [How do I record a transfer?](https://help.pulley.com/en/articles/5698469-how-do-i-record-a-transfer.md)
- [How do I reflect a past repurchase?](https://help.pulley.com/en/articles/6005286-how-do-i-reflect-a-past-repurchase.md): Record a repurchase that occurred off Pulley.
- [How do I conduct a repurchase on Pulley?](https://help.pulley.com/en/articles/6346770-how-do-i-conduct-a-repurchase-on-pulley.md): Learn how to repurchase unvested shares from a terminated stakeholder and exchange payment on Pulley.
- [How to record a Forfeiture](https://help.pulley.com/en/articles/14324671-how-to-record-a-forfeiture.md)
- [Modify a grant or security](https://help.pulley.com/en/articles/15073098-modify-a-grant-or-security.md)
- [How do I delete a security?](https://help.pulley.com/en/articles/6160607-how-do-i-delete-a-security.md): Learn how to delete a security.
- [How do I convert a SAFE or convertible note?](https://help.pulley.com/en/articles/4856643-how-do-i-convert-a-safe-or-convertible-note.md)
- [How do I undo a SAFE or Note conversion?](https://help.pulley.com/en/articles/6160651-how-do-i-undo-a-safe-or-note-conversion.md): Learn how to undo a conversion
- [Terminating an employee](https://help.pulley.com/en/articles/4804135-terminating-an-employee.md): How stakeholder termination works in Pulley
- [What happens after I submit payment to exercise options?](https://help.pulley.com/en/articles/4802809-what-happens-after-i-submit-payment-to-exercise-options.md)
- [How can I pay on Pulley?](https://help.pulley.com/en/articles/5225575-how-can-i-pay-on-pulley.md): Different payment methods we support
- [How long does an exercise request take after I've submitted one?](https://help.pulley.com/en/articles/5461512-how-long-does-an-exercise-request-take-after-i-ve-submitted-one.md): When does my 83\(b\) timer start?
- [What are the tax implications of exercising options?](https://help.pulley.com/en/articles/4779955-what-are-the-tax-implications-of-exercising-options.md)
- [Exercise your options on Pulley](https://help.pulley.com/en/articles/9722438-exercise-your-options-on-pulley.md)
- [How to set up exercise requests for your company on Pulley](https://help.pulley.com/en/articles/4781388-how-to-set-up-exercise-requests-for-your-company-on-pulley.md): Enable electronic exercise for your employees to be facilitated directly within Pulley
- [How do I exercise my option grants?](https://help.pulley.com/en/articles/6634224-how-do-i-exercise-my-option-grants.md): How to download my exercise form
- [How do I turn off exercise requests?](https://help.pulley.com/en/articles/6125826-how-do-i-turn-off-exercise-requests.md): Contact support@pulley.com
- [Exercising options post termination](https://help.pulley.com/en/articles/4874992-exercising-options-post-termination.md): How long do employees have to exercise options post termination
- [How do I undo an exercise?](https://help.pulley.com/en/articles/6125908-how-do-i-undo-an-exercise.md): Direction to delete incorrect exercise.
- [How to e-sign your Option Exercise Documents in Pulley](https://help.pulley.com/en/articles/8530864-how-to-e-sign-your-option-exercise-documents-in-pulley.md)
- [Managing NSO Tax Withholding for Exercise Requests on Pulley: A Guide for Administrators](https://help.pulley.com/en/articles/9326051-managing-nso-tax-withholding-for-exercise-requests-on-pulley-a-guide-for-administrators.md): This article provides a step-by-step guide for admins on how to navigate the NSO tax withholding approval process on Pulley.
- [Statuses on the Exercise Requests Page](https://help.pulley.com/en/articles/8599123-statuses-on-the-exercise-requests-page.md)
- [Managing Pulley exercise requests](https://help.pulley.com/en/articles/13852911-managing-pulley-exercise-requests.md): This guide outlines how to review and manage electronically submitted exercise requests within Pulley.
- [How do I reprice Option Grants?](https://help.pulley.com/en/articles/7049796-how-do-i-reprice-option-grants.md): Step by step guide on repricing Options
- [How to Reclassify shares](https://help.pulley.com/en/articles/7042929-how-to-reclassify-shares.md): Changing the Class of a share.

## Cap Table Tools

- [How do I change certificate terms?](https://help.pulley.com/en/articles/7145478-how-do-i-change-certificate-terms.md): Changing the language of stock certificates.
- [How to Customize Your Stock Certificates](https://help.pulley.com/en/articles/7054611-how-to-customize-your-stock-certificates.md): Change the look of your stock certificates and add custom terms.
- [How to merge duplicate stakeholders in Pulley](https://help.pulley.com/en/articles/6695998-how-to-merge-duplicate-stakeholders-in-pulley.md)
- [Bulk grant additions](https://help.pulley.com/en/articles/13676189-bulk-grant-additions.md): Speed up the process of adding equity additions by importing bulk data leveraging our Excel templates for upload.
- [When do you need stockholder approval?](https://help.pulley.com/en/articles/5492005-when-do-you-need-stockholder-approval.md)
- [How do I use Pulley's stockholder approval feature?](https://help.pulley.com/en/articles/6126221-how-do-i-use-pulley-s-stockholder-approval-feature.md): Learn how to start a stockholder approval
- [How do I issue a board approval for options on Pulley?](https://help.pulley.com/en/articles/5018273-how-do-i-issue-a-board-approval-for-options-on-pulley.md): Learn how to issue board approvals for options on Pulley.
- [83\(b\) Workflows and Step by Step Guide](https://help.pulley.com/en/articles/6314589-83-b-workflows-and-step-by-step-guide.md): Step by step guide to 83\(b\)s on Pulley
- [Understanding 83\(b\) Elections: Why They're Beneficial for Stock Compensation](https://help.pulley.com/en/articles/5555731-understanding-83-b-elections-why-they-re-beneficial-for-stock-compensation.md)
- [Using the 83\(b\) Election status tracker](https://help.pulley.com/en/articles/6082844-using-the-83-b-election-status-tracker.md): Explanation on the 83\(b\) Election status tracker tool.
- [Signing 83\(b\) Elections in Pulley](https://help.pulley.com/en/articles/6163051-signing-83-b-elections-in-pulley.md): Learn about the 83\(b\) election flow in Pulley.
- [83\(b\) Election FAQ](https://help.pulley.com/en/articles/4781385-83-b-election-faq.md)
- [How do I use the security status tool?](https://help.pulley.com/en/articles/6082642-how-do-i-use-the-security-status-tool.md): Explanation of the functions security status tool provides.
- [How to Calculate Employee Equity Using the % Shares Calculator](https://help.pulley.com/en/articles/5105213-how-to-calculate-employee-equity-using-the-shares-calculator.md): This guide explains how to convert between percentage ownership and number of shares or options when granting equity to employees.
- [How do I use the Offer Letter tool?](https://help.pulley.com/en/articles/6605423-how-do-i-use-the-offer-letter-tool.md)
- [How do I understand scenario modeling in offer letters?](https://help.pulley.com/en/articles/5152832-how-do-i-understand-scenario-modeling-in-offer-letters.md)
- [How does my offer compare?](https://help.pulley.com/en/articles/5152800-how-does-my-offer-compare.md)
- [How to Customize Pulley's Offer Letter](https://help.pulley.com/en/articles/7054715-how-to-customize-pulley-s-offer-letter.md)
- [Why is current valuation important for employees to know when considering an offer?](https://help.pulley.com/en/articles/5152785-why-is-current-valuation-important-for-employees-to-know-when-considering-an-offer.md)
- [Why should I offer candidates multiple compensation packages?](https://help.pulley.com/en/articles/5152780-why-should-i-offer-candidates-multiple-compensation-packages.md)
- [How Pulley offer letters automatically update your cap table](https://help.pulley.com/en/articles/6180359-how-pulley-offer-letters-automatically-update-your-cap-table.md): Automatically update the cap table after a candidate signs
- [How do I use the Communications Hub?](https://help.pulley.com/en/articles/6695019-how-do-i-use-the-communications-hub.md): Walkthrough of the Communications Hub
- [Modifying an update's recipients list after it's released on the Communications Hub](https://help.pulley.com/en/articles/6742903-modifying-an-update-s-recipients-list-after-it-s-released-on-the-communications-hub.md)
- [How to Unpublish or Delete a Communications Hub Update](https://help.pulley.com/en/articles/6802577-how-to-unpublish-or-delete-a-communications-hub-update.md)
- [Can I use a sandbox to test and simulate equity transactions?](https://help.pulley.com/en/articles/7869219-can-i-use-a-sandbox-to-test-and-simulate-equity-transactions.md): Sandboxing on Pulley
- [How do I delete a sandbox environment?](https://help.pulley.com/en/articles/7879673-how-do-i-delete-a-sandbox-environment.md)
- [How can I create multiple sandbox environments?](https://help.pulley.com/en/articles/7879655-how-can-i-create-multiple-sandbox-environments.md)
- [How do I know when I'm in a sandbox environment?](https://help.pulley.com/en/articles/7880141-how-do-i-know-when-i-m-in-a-sandbox-environment.md)
- [Does my sandbox reset?](https://help.pulley.com/en/articles/7879988-does-my-sandbox-reset.md)
- [How do I share a sandbox environment for review?](https://help.pulley.com/en/articles/7879901-how-do-i-share-a-sandbox-environment-for-review.md)
- [How do I track modifications that were made in the sandbox environment?](https://help.pulley.com/en/articles/7879837-how-do-i-track-modifications-that-were-made-in-the-sandbox-environment.md)
- [Law Firms: How do I self-onboard my client on Pulley?](https://help.pulley.com/en/articles/8098350-law-firms-how-do-i-self-onboard-my-client-on-pulley.md)
- [Will clients be able to interfere during the law firm self-onboarding process?](https://help.pulley.com/en/articles/8114420-will-clients-be-able-to-interfere-during-the-law-firm-self-onboarding-process.md)
- [Law Firms: What permissions will law firm users get when onboarding a client?](https://help.pulley.com/en/articles/8114422-law-firms-what-permissions-will-law-firm-users-get-when-onboarding-a-client.md)
- [Law Firms: How do I add new law firm members to my law firm dashboard?](https://help.pulley.com/en/articles/8114385-law-firms-how-do-i-add-new-law-firm-members-to-my-law-firm-dashboard.md)
- [Law Firms: How do I access my law firm's dashboard?](https://help.pulley.com/en/articles/8114359-law-firms-how-do-i-access-my-law-firm-s-dashboard.md)

## Recording Securities

- [How to set up a Phantom Stock Plan](https://help.pulley.com/en/articles/6697962-how-to-set-up-a-phantom-stock-plan.md): Creating a Phantom Stock Plan on Pulley.
- [Granting new securities on Pulley](https://help.pulley.com/en/articles/5302040-granting-new-securities-on-pulley.md): Issue Shares, Issue SAFEs, Issue Options, Issue Convertible Notes, Issue Warrants, Issue RSAs, Issue RSUs and Issue Profit Interests.
- [Pulley template is not supporting a field I need for my document, how do I add this?](https://help.pulley.com/en/articles/6666868-pulley-template-is-not-supporting-a-field-i-need-for-my-document-how-do-i-add-this.md): Create your own custom field for formatting documents
- [How do I add attachments?](https://help.pulley.com/en/articles/6160630-how-do-i-add-attachments.md): Learn how to add attachments to securities in Pulley.
- [Federal Exemptions for issuing securities](https://help.pulley.com/en/articles/4781482-federal-exemptions-for-issuing-securities.md)
- [How to record Phantom Stocks to the cap table](https://help.pulley.com/en/articles/6782467-how-to-record-phantom-stocks-to-the-cap-table.md): Record Phantom Stock already issued to employees on Pulley
- [How do I use Drafts?](https://help.pulley.com/en/articles/6125349-how-do-i-use-drafts.md): Explanation on Drafts of securities in Pulley.
- [How do I record a previously signed share?](https://help.pulley.com/en/articles/4781478-how-do-i-record-a-previously-signed-share.md): Record shares already issued to founders, investors, and early employees on Pulley.
- [How do I modify a certificated share ID?](https://help.pulley.com/en/articles/4781469-how-do-i-modify-a-certificated-share-id.md): Update, edit, modify, or change a certificate share ID for single share issuances or in bulk on the cap table.
- [How to Record a Restricted Stock Purchase Agreement](https://help.pulley.com/en/articles/14324866-how-to-record-a-restricted-stock-purchase-agreement.md): Recording RSPAs in Pulley
- [How do I record a convertible note?](https://help.pulley.com/en/articles/6080410-how-do-i-record-a-convertible-note.md): Record already issued convertible notes on Pulley.
- [How do I record a warrant?](https://help.pulley.com/en/articles/4957884-how-do-i-record-a-warrant.md): Record warrants that have already been signed off Pulley.
- [How do I record a SAFE?](https://help.pulley.com/en/articles/4781623-how-do-i-record-a-safe.md): Record SAFEs that were already issued outside Pulley.
- [How do I know if my investment is a pre-money or post-money SAFE?](https://help.pulley.com/en/articles/4781608-how-do-i-know-if-my-investment-is-a-pre-money-or-post-money-safe.md)
- [How do I add MFN and YC SAFEs in Pulley?](https://help.pulley.com/en/articles/6125758-how-do-i-add-mfn-and-yc-safes-in-pulley.md): Instructions on adding MFN and YC related SAFEs
- [How to fill out each SAFE field](https://help.pulley.com/en/articles/6080319-how-to-fill-out-each-safe-field.md): Learn how to fill in each SAFE field on Pulley.
- [How to fundraise with SAFEs in Pulley](https://help.pulley.com/en/articles/8404325-how-to-fundraise-with-safes-in-pulley.md)
- [Why am I getting a Pulley alert for my SAFEs not being compliant?](https://help.pulley.com/en/articles/8500873-why-am-i-getting-a-pulley-alert-for-my-safes-not-being-compliant.md)
- [Understanding RSUs: A Simple Guide to Restricted Stock Units](https://help.pulley.com/en/articles/12167698-understanding-rsus-a-simple-guide-to-restricted-stock-units.md)
- [Settling RSUs](https://help.pulley.com/en/articles/12175873-settling-rsus.md)
- [Record Past RSU Settlements](https://help.pulley.com/en/articles/12210346-record-past-rsu-settlements.md)
- [Granting Restricted Stock Awards \(RSAs\)](https://help.pulley.com/en/articles/5229388-granting-restricted-stock-awards-rsas.md)
- [Recording Restricted Stock Award/Restricted Stock Unit](https://help.pulley.com/en/articles/5986809-recording-restricted-stock-award-restricted-stock-unit.md): Record RSAs and RSUs that have already been signed on Pulley.
- [How does Pulley calculate an ISO/NSO split](https://help.pulley.com/en/articles/5857470-how-does-pulley-calculate-an-iso-nso-split.md): Get the most tax favorable outcome for your employees
- [How do I record an option grant?](https://help.pulley.com/en/articles/5986790-how-do-i-record-an-option-grant.md): Record options that have already been signed on Pulley.
- [How do I grant Options in Pulley?](https://help.pulley.com/en/articles/4785593-how-do-i-grant-options-in-pulley.md): How to grant options through Pulley
- [Difference between NSOs and ISOs](https://help.pulley.com/en/articles/4781483-difference-between-nsos-and-isos.md)
- [What should my exercise period be?](https://help.pulley.com/en/articles/5048548-what-should-my-exercise-period-be.md)
- [How do I add a share class?](https://help.pulley.com/en/articles/4957895-how-do-i-add-a-share-class.md)
- [How do I edit or amend share classes?](https://help.pulley.com/en/articles/4806985-how-do-i-edit-or-amend-share-classes.md)
- [How to create a share class that does not contribute to the fully diluted amount](https://help.pulley.com/en/articles/6060825-how-to-create-a-share-class-that-does-not-contribute-to-the-fully-diluted-amount.md): Instructions to make a share class not affect fully diluted amount \(may be applicable to vStock, phantom stock, and tokens\)
- [How do I record an Equity Plan?](https://help.pulley.com/en/articles/4781596-how-do-i-record-an-equity-plan.md): Record your company's existing equity plan or an equity plan that was set up outside of Pulley.
- [How do I edit or amend an Equity Plan?](https://help.pulley.com/en/articles/4806169-how-do-i-edit-or-amend-an-equity-plan.md)
- [How big should my equity plan be?](https://help.pulley.com/en/articles/5048030-how-big-should-my-equity-plan-be.md)
- [Creating an Equity Plan on Pulley](https://help.pulley.com/en/articles/9017041-creating-an-equity-plan-on-pulley.md): Create your equity plan to start issuing shares.
- [Terminating an Equity Plan](https://help.pulley.com/en/articles/14324779-terminating-an-equity-plan.md)
- [Record a profit interest](https://help.pulley.com/en/articles/6080278-record-a-profit-interest.md): Record profit interests already issued on Pulley.

## E-signing on Pulley

- [How to download exercise requests forms](https://help.pulley.com/en/articles/6643214-how-to-download-exercise-requests-forms.md): How can stakeholders who are looking to exercise their options download the required exercise notice forms.
- [Does Pulley offer version tracking?](https://help.pulley.com/en/articles/8117894-does-pulley-offer-version-tracking.md)
- [What does e-signing look like on Pulley?](https://help.pulley.com/en/articles/6180788-what-does-e-signing-look-like-on-pulley.md): View a demo here.
- [What is the difference between the "in-place" and "prepend" templates?](https://help.pulley.com/en/articles/6811741-what-is-the-difference-between-the-in-place-and-prepend-templates.md)
- [How to E-sign Board Approvals in Pulley](https://help.pulley.com/en/articles/7251468-how-to-e-sign-board-approvals-in-pulley.md)
- [Create Templates](https://help.pulley.com/en/articles/5521560-create-templates.md): A step-by-step guide for formatting custom document templates.
- [How do spousal consents work when e-signing in Pulley?](https://help.pulley.com/en/articles/6346796-how-do-spousal-consents-work-when-e-signing-in-pulley.md): Learn how spousal consents work and are triggered in Pulley.
- [How to issue a SAFE with a pro rata side letter](https://help.pulley.com/en/articles/5624904-how-to-issue-a-safe-with-a-pro-rata-side-letter.md): Pulley automatically generates a side letter for SAFEs
- [What are Form Documents?](https://help.pulley.com/en/articles/5005663-what-are-form-documents.md)
- [How do I edit or update my form documents?](https://help.pulley.com/en/articles/6041346-how-do-i-edit-or-update-my-form-documents.md): Learn how to fix or adjust your templates.
- [Option Grant Agreements](https://help.pulley.com/en/articles/5399941-option-grant-agreements.md): What are option agreements? Why do I need an option agreement? Where do I find an option agreement?
- [How do I setup a custom field for Custom Templates?](https://help.pulley.com/en/articles/6421230-how-do-i-setup-a-custom-field-for-custom-templates.md): Learn how to use the custom template field to work for your agreements

## Token Cap Tables & Crypto

- [Supported Crypto Networks and Tokens on Pulley](https://help.pulley.com/en/articles/6697733-supported-crypto-networks-and-tokens-on-pulley.md): Pulley supports a broad range of networks to ensure founders and teams can confidently track and distribute tokens.
- [View and Download the Token Cap Table](https://help.pulley.com/en/articles/6643473-view-and-download-the-token-cap-table.md): How to switch between your company's Token dashboard and Equity dashboard
- [Getting Started with Token Grants](https://help.pulley.com/en/articles/11503184-getting-started-with-token-grants.md)
- [Token drafts](https://help.pulley.com/en/articles/6685331-token-drafts.md)
- [Add Token Classes](https://help.pulley.com/en/articles/6388013-add-token-classes.md): Explanation of token class and how to enter one in Pulley
- [Add Token Plans](https://help.pulley.com/en/articles/6387995-add-token-plans.md): Explanation of a Token Plan in Pulley and how to add the Token Plan.
- [Vesting for Token Grants](https://help.pulley.com/en/articles/11503201-vesting-for-token-grants.md): Learn about vesting for token grants.
- [Lockups](https://help.pulley.com/en/articles/11503308-lockups.md): Learn about Token Lockups, creating a lockup, and making edits to lockup schedules
- [Calculating Tax Withholdings for RTUs](https://help.pulley.com/en/articles/6633456-calculating-tax-withholdings-for-rtus.md): Estimating Tax Withholdings for RTUs
- [Configuring Coinbase](https://help.pulley.com/en/articles/11503407-configuring-coinbase.md): Learn how to configure Coinbase to Pulley
- [Configuring Fireblocks](https://help.pulley.com/en/articles/10299563-configuring-fireblocks.md): This article focuses on adding, updating, or removing your company’s Fireblocks storage within your token.
- [Configuring BitGo](https://help.pulley.com/en/articles/11509906-configuring-bitgo.md)
- [Grant new securities on a Token Cap Table](https://help.pulley.com/en/articles/6387439-grant-new-securities-on-a-token-cap-table.md): Issue Tokens, Issue SAFTs, Issue Token Options, Issue Token Warrants, Issue Restricted Token Awards, Issue Restricted Token Units.
- [Record Token Transactions on Pulley](https://help.pulley.com/en/articles/7321489-record-token-transactions-on-pulley.md): Instructions to record transferred token transactions and distribution amounts
- [Setting Up Distribution Schedules](https://help.pulley.com/en/articles/6840948-setting-up-distribution-schedules.md)
- [Record a Token Option](https://help.pulley.com/en/articles/6388006-record-a-token-option.md): How to record a Token Option signed off Pulley
- [Record a SAFT](https://help.pulley.com/en/articles/6387976-record-a-saft.md)
- [Record a Restricted Token Award \(RTA\) /Restricted Token Unit \(RTU\)](https://help.pulley.com/en/articles/6387985-record-a-restricted-token-award-rta-restricted-token-unit-rtu.md)
- [Record a Token Warrant](https://help.pulley.com/en/articles/6387961-record-a-token-warrant.md)
- [Record Tokens on Pulley](https://help.pulley.com/en/articles/6387984-record-tokens-on-pulley.md)
- [Token Distribution Guide](https://help.pulley.com/en/articles/12461614-token-distribution-guide.md)
- [Verifying Wallet Ownership on Pulley](https://help.pulley.com/en/articles/10706830-verifying-wallet-ownership-on-pulley.md): Pulley offers enhanced wallet verification features for both admins and stakeholders, ensuring greater security and accuracy.
- [Add or update a token wallet address](https://help.pulley.com/en/articles/8609315-add-or-update-a-token-wallet-address.md): Adding/updating the wallet address via company cap table and via stakeholder portfolio
- [How to override the preset token withholding rates for your stakeholders](https://help.pulley.com/en/articles/6673051-how-to-override-the-preset-token-withholding-rates-for-your-stakeholders.md)
- [How do I transfer Tokens in Token Transaction page? \(Gnosis Safe Wallet\)](https://help.pulley.com/en/articles/7321534-how-do-i-transfer-tokens-in-token-transaction-page-gnosis-safe-wallet.md): Instructions of Token Transaction page and process of Gnosis Safe wallet
- [How do I update my smart agreement address for token transactions?](https://help.pulley.com/en/articles/6831508-how-do-i-update-my-smart-agreement-address-for-token-transactions.md)

## Compliance

- [How to use the Term Sheet Scanner](https://help.pulley.com/en/articles/7422712-how-to-use-the-term-sheet-scanner.md): Decipher confusing fundraising terms using Pulley's AI-powered Term Sheet Scanner
- [What should I share with my auditors?](https://help.pulley.com/en/articles/4820248-what-should-i-share-with-my-auditors.md)
- [Get a Quote for ASC 718](https://help.pulley.com/en/articles/4786308-get-a-quote-for-asc-718.md)
- [Rule 701 Compliance Guide](https://help.pulley.com/en/articles/4781741-rule-701-compliance-guide.md): How do I check if I'm exempt on Pulley?
- [Beneficial Ownership Information Report \(BOIR\)](https://help.pulley.com/en/articles/8927180-beneficial-ownership-information-report-boir.md): Learn how to generate a BOI Report
- [How to create and view Custom Reports](https://help.pulley.com/en/articles/9463104-how-to-create-and-view-custom-reports.md): A step-by-step guide to custom reporting.
- [Generating reports in Pulley](https://help.pulley.com/en/articles/13920401-generating-reports-in-pulley.md): How to access and download equity reports in Pulley.
- [Pulley Reports](https://help.pulley.com/en/articles/13920436-pulley-reports.md): A comprehensive overview of Pulley's Reports feature, its generated reports, and custom reporting tools.
- [What is a Form 3921?](https://help.pulley.com/en/articles/4785564-what-is-a-form-3921.md)
- [Generating Form 3921s in Pulley](https://help.pulley.com/en/articles/4809406-generating-form-3921s-in-pulley.md): Generate Form 3921 for employee option exercise
- [What do I do with Form 3921?](https://help.pulley.com/en/articles/4856914-what-do-i-do-with-form-3921.md)
- [How can I remove an International Optionee from Form 3921?](https://help.pulley.com/en/articles/6004980-how-can-i-remove-an-international-optionee-from-form-3921.md): Optionee's out of the U.S. appearing on Form 3921 page
- [Requesting your TCC for Form 3921](https://help.pulley.com/en/articles/6915517-requesting-your-tcc-for-form-3921.md)

## Stock Based Compensation

- [Pulley’s Stock-Based Compensation Tool - Methodology Guide](https://help.pulley.com/en/articles/8922292-pulley-s-stock-based-compensation-tool-methodology-guide.md)
- [Pulley’s Stock-Based Compensation Guide FAQ](https://help.pulley.com/en/articles/8922255-pulley-s-stock-based-compensation-guide-faq.md)
- [Modification Accounting - Stock Based Compensation](https://help.pulley.com/en/articles/10496608-modification-accounting-stock-based-compensation.md)

## Fundraising & Modeling

- [How do I model fundraising on Pulley?](https://help.pulley.com/en/articles/4781672-how-do-i-model-fundraising-on-pulley.md): Instructions on how to use fundraising modeling tool.
- [How do I create a new fundraising model?](https://help.pulley.com/en/articles/6128777-how-do-i-create-a-new-fundraising-model.md): Create a new or have multiple models.
- [What are the limitations of Pulley’s fundraising modeler?](https://help.pulley.com/en/articles/6128828-what-are-the-limitations-of-pulley-s-fundraising-modeler.md): Functions the fundraising modeler currently does not support.
- [How do Pro Rata Rights impact me?](https://help.pulley.com/en/articles/4781472-how-do-pro-rata-rights-impact-me.md)
- [Does Pulley support modeling in multiple currencies?](https://help.pulley.com/en/articles/5407696-does-pulley-support-modeling-in-multiple-currencies.md)
- [How do I use the Excel version of Fundraising Modeling?](https://help.pulley.com/en/articles/5519114-how-do-i-use-the-excel-version-of-fundraising-modeling.md): What is the Circuit Breaker? How do I fix FALSE values?
- [How does the fundraiser modeler calculate the number of shares for a SAFE?](https://help.pulley.com/en/articles/5407654-how-does-the-fundraiser-modeler-calculate-the-number-of-shares-for-a-safe.md)
- [What is dilution and why does it matter?](https://help.pulley.com/en/articles/5018180-what-is-dilution-and-why-does-it-matter.md)
- [How do I know if my investment is a pre-money or post-money SAFE?](https://help.pulley.com/en/articles/4781671-how-do-i-know-if-my-investment-is-a-pre-money-or-post-money-safe.md)
- [How much dilution will I take when I raise funding?](https://help.pulley.com/en/articles/4781662-how-much-dilution-will-i-take-when-i-raise-funding.md)
- [How do I model an equity round \(ex: series A\)?](https://help.pulley.com/en/articles/4781661-how-do-i-model-an-equity-round-ex-series-a.md)
- [How do post-money SAFEs convert?](https://help.pulley.com/en/articles/4781657-how-do-post-money-safes-convert.md)
- [How does Pro-Rata affect my dilution?](https://help.pulley.com/en/articles/4781654-how-does-pro-rata-affect-my-dilution.md)

## Stakeholder Experience

- [Stakeholder Experience & Stakeholder Portal](https://help.pulley.com/en/articles/3779991-stakeholder-experience-stakeholder-portal.md)
- [Invite stakeholders to their portal](https://help.pulley.com/en/articles/9500304-invite-stakeholders-to-their-portal.md): A step-by-step guide to inviting stakeholders to their Pulley portal, including prerequisites, bulk invitations via Draft Invites, and troubleshooting common issues.
- [Edit Stakeholder Information in Pulley](https://help.pulley.com/en/articles/5984200-edit-stakeholder-information-in-pulley.md): Make updates to emails, relationships, tax withholding status for Stakeholders.
- [How do I assign cost centers to stakeholders?](https://help.pulley.com/en/articles/9232730-how-do-i-assign-cost-centers-to-stakeholders.md): How to add or edit stakeholder Cost Centers on Pulley.
- [Why can't my employees see their Equity Value or the Scenario Modelling tool on their portfolio?](https://help.pulley.com/en/articles/9423404-why-can-t-my-employees-see-their-equity-value-or-the-scenario-modelling-tool-on-their-portfolio.md)
- [Accelerating Securities During Stakeholder Termination](https://help.pulley.com/en/articles/10534955-accelerating-securities-during-stakeholder-termination.md): This guide explains how to record accelerations in Pulley when a stakeholder is being terminated.
- [Integrating Pulley with Rippling HRIS](https://help.pulley.com/en/articles/10518142-integrating-pulley-with-rippling-hris.md)
- [How do I invite all my stakeholders to Pulley?](https://help.pulley.com/en/articles/4862691-how-do-i-invite-all-my-stakeholders-to-pulley.md): Give your stakeholders the transparency and flexibility they want
- [How do I sign certificates?](https://help.pulley.com/en/articles/5921115-how-do-i-sign-certificates.md)
- [How do I issue share certificates?](https://help.pulley.com/en/articles/6086077-how-do-i-issue-share-certificates.md): Learn how to issue certificates on Pulley.
- [Adding subsidiary companies as stakeholders on Pulley.](https://help.pulley.com/en/articles/6803229-adding-subsidiary-companies-as-stakeholders-on-pulley.md): Pulley supports adding companies as subsidiary stakeholders if they exist as a company on Pulley
- [How to generate a Stakeholder Report](https://help.pulley.com/en/articles/5013953-how-to-generate-a-stakeholder-report.md)
- [How to download list of stakeholders?](https://help.pulley.com/en/articles/6082847-how-to-download-list-of-stakeholders.md): Download excel sheet of stakeholders for company
- [How to resend a security sent to you to a new email address](https://help.pulley.com/en/articles/6666828-how-to-resend-a-security-sent-to-you-to-a-new-email-address.md)
- [Add Other Parties To My Stakeholder Portal](https://help.pulley.com/en/articles/6162860-add-other-parties-to-my-stakeholder-portal.md): Learn how to add other members to a stakeholder portfolio.
- [Identifying and resolving potential duplicate stakeholder records](https://help.pulley.com/en/articles/14998665-identifying-and-resolving-potential-duplicate-stakeholder-records.md): Learn how Pulley detects and surfaces duplicate stakeholder records, where warnings appear, and how to resolve them by merging records, updating email addresses, or dismissing intentional duplicates.

## Company Profile Setup & Settings

- [What do Investors see when invited to Pulley?](https://help.pulley.com/en/articles/6659142-what-do-investors-see-when-invited-to-pulley.md)
- [Update/Change company name on Pulley](https://help.pulley.com/en/articles/5212250-update-change-company-name-on-pulley.md)
- [Enable company-wide Two Factor Authentication \(2FA\)](https://help.pulley.com/en/articles/11589446-enable-company-wide-two-factor-authentication-2fa.md): Strengthen the security of your company's portal access
- [Enable Two-Factor Authentication \(2FA\) as an Individual User](https://help.pulley.com/en/articles/5574692-enable-two-factor-authentication-2fa-as-an-individual-user.md): Help strengthen the security of your account
- [Update Email or Password Login](https://help.pulley.com/en/articles/4781446-update-email-or-password-login.md): Instructions on updating your email and password details
- [Available HR Integrations with Pulley](https://help.pulley.com/en/articles/6255453-available-hr-integrations-with-pulley.md)
- [Sync with HR/Payroll Provider](https://help.pulley.com/en/articles/5088077-sync-with-hr-payroll-provider.md): How to integrate your HR/Payroll provider with Pulley.
- [Login Options with Pulley \(SSO and Email/Password\)](https://help.pulley.com/en/articles/11594394-login-options-with-pulley-sso-and-email-password.md): Pulley offers multiple sign on options.
- [Add a lawyer to your account](https://help.pulley.com/en/articles/4781454-add-a-lawyer-to-your-account.md)
- [Administrative access and permissions](https://help.pulley.com/en/articles/6016347-administrative-access-and-permissions.md): Learn about the different levels of Admin Access on Pulley.
- [Adding, Editing, or Removing Admins](https://help.pulley.com/en/articles/4781434-adding-editing-or-removing-admins.md): You can add or remove admins to your account to help manage the cap table

## Data Room

- [How does Pulley's Data Room work?](https://help.pulley.com/en/articles/6163108-how-does-pulley-s-data-room-work.md): Learn all about Pulley's Data Room.
- [How to upload files to any folder in Pulley's Data Room](https://help.pulley.com/en/articles/6810155-how-to-upload-files-to-any-folder-in-pulley-s-data-room.md)

## FAQs

- [Affidavit of Lost, Destroyed or Returned Stock Certificate](https://help.pulley.com/en/articles/5905983-affidavit-of-lost-destroyed-or-returned-stock-certificate.md)
- [Help, Support, and Training from Pulley](https://help.pulley.com/en/articles/4781742-help-support-and-training-from-pulley.md): Where do I go to understand how to use Pulley?
- [How do I enter a Series Seed round into Pulley?](https://help.pulley.com/en/articles/6128853-how-do-i-enter-a-series-seed-round-into-pulley.md): How to convert SAFEs into Preferred stock
- [How do I calculate the price per share?](https://help.pulley.com/en/articles/5407685-how-do-i-calculate-the-price-per-share.md)
- [Should I issue ISOs, RSUs, or RSAs for my employees?](https://help.pulley.com/en/articles/5407683-should-i-issue-isos-rsus-or-rsas-for-my-employees.md)
- [How do I handle a stock split scenario?](https://help.pulley.com/en/articles/5407665-how-do-i-handle-a-stock-split-scenario.md)
- [Can our lawyers use custom document templates for issuance?](https://help.pulley.com/en/articles/5407646-can-our-lawyers-use-custom-document-templates-for-issuance.md)
- [When do we need a transfer agent?](https://help.pulley.com/en/articles/5407486-when-do-we-need-a-transfer-agent.md)
- [Grant Agreement vs Record Agreement: What's the difference?](https://help.pulley.com/en/articles/5406474-grant-agreement-vs-record-agreement-what-s-the-difference.md)
- [Clerky Integration](https://help.pulley.com/en/articles/8893175-clerky-integration.md): Learn how to connect your Clerky account to Pulley
- [Recovery emails and password resets](https://help.pulley.com/en/articles/14172163-recovery-emails-and-password-resets.md): Learn how to set up a recovery email, reset your Pulley password, and regain account access if your primary work email is no longer available. Includes step-by-step instructions and troubleshooting...
- [Troubleshooting: Not Receiving Account Emails](https://help.pulley.com/en/articles/15213107-troubleshooting-not-receiving-account-emails.md): Troubleshooting FAQs for receiving emails and password resets and 2FA enrollment on your Pulley account
- [Does Pulley provide a cap table template if we don't have one?](https://help.pulley.com/en/articles/7049099-does-pulley-provide-a-cap-table-template-if-we-don-t-have-one.md)
- [What documents are needed for onboarding?](https://help.pulley.com/en/articles/3779984-what-documents-are-needed-for-onboarding.md)
- [Migrating from LTSE](https://help.pulley.com/en/articles/8945643-migrating-from-ltse.md)
- [I am a YC Startup. How should I onboard using Clerky?](https://help.pulley.com/en/articles/9039045-i-am-a-yc-startup-how-should-i-onboard-using-clerky.md): Follow this article to onboard using our Clerky sync if you already have access to YC pricing.
- [Setting up a new cap table](https://help.pulley.com/en/articles/5965718-setting-up-a-new-cap-table.md): Getting started on Pulley? Here's how to upload your cap table to Pulley.
- [Why Pulley?](https://help.pulley.com/en/articles/4804417-why-pulley.md)
- [Did you know Pulley now supports functionality on Mobile?](https://help.pulley.com/en/articles/7049778-did-you-know-pulley-now-supports-functionality-on-mobile.md): Introduction to Pulley on Mobile
- [Does Pulley provide option grant templates or paperwork?](https://help.pulley.com/en/articles/5407731-does-pulley-provide-option-grant-templates-or-paperwork.md)
- [Do I need a board approval to use Pulley?](https://help.pulley.com/en/articles/5176411-do-i-need-a-board-approval-to-use-pulley.md)
- [What do I look for in a cap table provider?](https://help.pulley.com/en/articles/4931443-what-do-i-look-for-in-a-cap-table-provider.md)
- [How is Pulley different from other cap table tools?](https://help.pulley.com/en/articles/3779981-how-is-pulley-different-from-other-cap-table-tools.md)
- [How does Pulley help me maintain my cap table?](https://help.pulley.com/en/articles/3779980-how-does-pulley-help-me-maintain-my-cap-table.md)
- [How Pulley's Free Trial Works](https://help.pulley.com/en/articles/10367023-how-pulley-s-free-trial-works.md): Learn more about activating your free trial with data exported from your current cap table provider.
- [Data Security on Pulley](https://help.pulley.com/en/articles/3779998-data-security-on-pulley.md)
- [How does Pulley keep my information secure?](https://help.pulley.com/en/articles/6753593-how-does-pulley-keep-my-information-secure.md)
- [Will Pulley keep my data private?](https://help.pulley.com/en/articles/4781397-will-pulley-keep-my-data-private.md)
- [Where are my Tasks?](https://help.pulley.com/en/articles/5260652-where-are-my-tasks.md): Missing Tasks like signing certificates
- [What type of Perks does Pulley offer?](https://help.pulley.com/en/articles/6236409-what-type-of-perks-does-pulley-offer.md)
- [Why does the link from the email invitation bring me to an invalid page?](https://help.pulley.com/en/articles/5986814-why-does-the-link-from-the-email-invitation-bring-me-to-an-invalid-page.md): An email with a tasks link brings me to an invalid page
- [Calculating Indirect Ownership of Subsidiary Stakeholders](https://help.pulley.com/en/articles/6990054-calculating-indirect-ownership-of-subsidiary-stakeholders.md): Figure out an individual's ownership of a parent company in a multi layered Company structure on Pulley.
- [What is a notice of exercise?](https://help.pulley.com/en/articles/6813335-what-is-a-notice-of-exercise.md): options exercising

## 409A Valuations

- [Requesting a 409a Valuation](https://help.pulley.com/en/articles/4781680-requesting-a-409a-valuation.md): How to submit a 409A request and items required to submit
- [Step-By-Step Guide to 409A Valuations](https://help.pulley.com/en/articles/4781691-step-by-step-guide-to-409a-valuations.md)
- [How are 409A valuations done on Pulley?](https://help.pulley.com/en/articles/4781719-how-are-409a-valuations-done-on-pulley.md): Learn about our 409A team
- [Why do I need a 409A valuation after I raise a priced round?](https://help.pulley.com/en/articles/5160111-why-do-i-need-a-409a-valuation-after-i-raise-a-priced-round.md)
- [What does my 409A valuation mean?](https://help.pulley.com/en/articles/4969410-what-does-my-409a-valuation-mean.md)
- [What do I look for in a 409A valuation?](https://help.pulley.com/en/articles/4928292-what-do-i-look-for-in-a-409a-valuation.md)
- [How to record a previous 409A Valuation that occurred outside of Pulley](https://help.pulley.com/en/articles/6918374-how-to-record-a-previous-409a-valuation-that-occurred-outside-of-pulley.md)
- [I received a Draft report for my 409A. Where is the final report?](https://help.pulley.com/en/articles/4802351-i-received-a-draft-report-for-my-409a-where-is-the-final-report.md)
- [When do I need to get a 409A valuation?](https://help.pulley.com/en/articles/4781734-when-do-i-need-to-get-a-409a-valuation.md): When should I get a 409A?
- [Do companies who have raised on a SAFE, KISS or convertible note need a 409A valuation?](https://help.pulley.com/en/articles/4781725-do-companies-who-have-raised-on-a-safe-kiss-or-convertible-note-need-a-409a-valuation.md)
- [What qualifies my 409A valuation for safe-harbor?](https://help.pulley.com/en/articles/4781717-what-qualifies-my-409a-valuation-for-safe-harbor.md)
- [Understanding 409a Valuations](https://help.pulley.com/en/articles/15555315-understanding-409a-valuations.md)

## Managed Services

- [Managed Services](https://help.pulley.com/en/articles/11004808-managed-services.md)
- [How to Submit a Managed Services Request](https://help.pulley.com/en/articles/11322335-how-to-submit-a-managed-services-request.md)

## Billing

- [Update the billing credit card on file](https://help.pulley.com/en/articles/6126243-update-the-billing-credit-card-on-file.md): Location of Billing.
- [Are we charged for terminated stakeholders?](https://help.pulley.com/en/articles/5555850-are-we-charged-for-terminated-stakeholders.md)
- [How to merge multiple Pulley stakeholder portfolios or accounts](https://help.pulley.com/en/articles/10236140-how-to-merge-multiple-pulley-stakeholder-portfolios-or-accounts.md): Learn how to merge duplicate stakeholder portfolios within your account or separate Pulley user accounts with different email addresses into one account

## Learning

- [What is a cap table?](https://help.pulley.com/en/articles/3779978-what-is-a-cap-table.md)
- [Do I need preferred stock as a founder?](https://help.pulley.com/en/articles/5048377-do-i-need-preferred-stock-as-a-founder.md)
- [Why should I want flexibility in a cap table tool?](https://help.pulley.com/en/articles/5018226-why-should-i-want-flexibility-in-a-cap-table-tool.md)
- [What is a certificate ID and prefix?](https://help.pulley.com/en/articles/5114196-what-is-a-certificate-id-and-prefix.md)
- [Sample Term Sheet Language for Pulley VC Partners](https://help.pulley.com/en/articles/5430998-sample-term-sheet-language-for-pulley-vc-partners.md)
- [If I'm a solo founder, do I need to issue myself shares?](https://help.pulley.com/en/articles/4781415-if-i-m-a-solo-founder-do-i-need-to-issue-myself-shares.md)
- [What is an Equity Plan?](https://help.pulley.com/en/articles/6828495-what-is-an-equity-plan.md)

## Equity Glossary

- [Cap table terminology](https://help.pulley.com/en/articles/13673556-cap-table-terminology.md): Core terminology relating to ongoing maintenance of your cap table and equity.
- [Corporate actions and transactions](https://help.pulley.com/en/articles/13673897-corporate-actions-and-transactions.md): Terminology relating to types of corporate actions, transactions, and their behavior.
- [Employee Equity: Compensation types](https://help.pulley.com/en/articles/13673781-employee-equity-compensation-types.md): A collection of terminology outlining equity compensation types for e,
- [Employee Equity: Exercising and ownership](https://help.pulley.com/en/articles/13674084-employee-equity-exercising-and-ownership.md): A collection of terminology relating to employee exercising options and ownership.
- [Fundraising: Investment instruments](https://help.pulley.com/en/articles/13673609-fundraising-investment-instruments.md): A collection of terms relating to fundraising instruments.
- [Fundraising: Valuation and pricing](https://help.pulley.com/en/articles/13673756-fundraising-valuation-and-pricing.md): A collection of terminology relating to valuations and pricing for fundraising initiatives.
- [Legal documents and agreements](https://help.pulley.com/en/articles/13673983-legal-documents-and-agreements.md): A collection of terminology relating to a company's legally binding documents and agreements.
- [Share classes and ownership](https://help.pulley.com/en/articles/13673584-share-classes-and-ownership.md): Terminology relating to equity share classes and ownership.
- [Tax and compliance](https://help.pulley.com/en/articles/13674027-tax-and-compliance.md): A collection of terms relating to tax and compliance.
- [Vesting and time-based conditions](https://help.pulley.com/en/articles/13674108-vesting-and-time-based-conditions.md): Terminology relating to vesting and time-based vesting conditions