Founders spend hours and make costly mistakes trying to customize terms, chasing board approvals, and coordinating signatures across multiple platforms when fundraising for the first time. The process is slow, prone to legal errors, and leaves founders feeling like amateurs in front of investors.
Today, we’re launching SAFE Workflows to replace this frustrating experience with a guided process that helps founders create, approve, and issue SAFEs seamlessly and compliantly.
SAFE Workflows is your copilot for creating customized templates, securing board approvals, collecting signatures, and updating your cap table without ever leaving Pulley.
Key benefits include:
Save thousands in legal fees by issuing SAFEs compliantly yourself.
Ensure 100% compliance with board-approved templates and retroactive approval for non-compliant SAFEs.
Fundraise with confidence through guided workflows, document previews, and status tracking.
Here's how it works:
Create Custom SAFE Templates: Easily configure terms like valuation caps and discounts then save as reusable templates.
Get Board Approvals: Automatically submit templates to your board and collect approvals and signatures electronically.
Issue Compliant SAFEs: Use approved templates to issue new SAFEs to investors with a few simple clicks.
Manage Compliance: Identify, clean, and resolve all non-compliant SAFEs.
Track Status & Progress: A dashboard provides real-time visibility into the status of each SAFE.
"Our new SAFE Workflows change how startup founders handle SAFE issuance," said Yin Wu, Founder & CEO of Pulley. "Having guided workflows is like having a trusted co-founder who handles all the nitty-gritty details and makes sure you’re being compliant.”
Start issuing SAFEs with our new workflows and save thousands in legal fees in your next fundraising round.
Not sure what you need for your cap table?
Schedule a call and we'll discuss your equity and see how we can help.