Most co-founders communicate equity grants in percentages, but your offer letter should show exact numbers. Let us do the math in converting %'s to #'s.
Allow your employees to see their equity grants and incentivize them to stay for the long term.
Signed Option Grants
Prepare for your next financing round with accurate employee equity management. Skip the DocuSign and use Pulley to send, sign, and record all employee equity grants in your ESOP.
Coming soon! Track the standards in equity compensation to make a competitive offer.
Ensure the correct number of options or RSAs return to the equity plan. We support post-termination exercises so employees can exercise on their schedule.
Allow employees to electronically exercise options via ACH. No paper checks needed. We automatically send employees a completed 83(b) election for early execises to reduce their tax burden.
Support for Complex Vesting Schedules
Time based vesting, back weighted vesting, milestone based vesting, and more. Our cap table software can easily support your most complex case.
Every company is different. We're the only platform with the infrastructure to support your custom documents. Whether it's spousal agreements or notice of exercises, Pulley can support your legal workflow.
Avoid costly cap table mistakes with our fundraising modeling. Equity rounds are complicated, and your lawyer's Excel pro forma can include a mistake. Double-check the dilution math across multiple funding rounds with Pulley's pro-forma tools.
Avoid costly cap table mistakes. Giving VCs the wrong number of shares at SAFE or convertible note conversion is an expensive mistake that can hold up deals in future diligence.
Easily maintain your capitalization table even as a first-time entrepreneur. Issue SAFEs with our templates and automatically add them to your cap table.
Offer a way for your company to buy back shares from your shareholders while you're still private.
Easily find, organize, and share documents during due diligence at your next round. Pulley is your single source of truth for everything equity.
Control access to your cap table so the right people have access to the right information.
Stakeholder Access Controls
Manage the cap table data available to employees and investors. Pulley includes settings that allow you to control the data stakeholders can view (percentage ownership vs number of shares).
Permissions and privacy controls
Collaborate with lawyers and accountants. Advanced permissions you can control. Grant read-only, read-write, or admin access to your providers.
Avoid costly tax and legal mistakes with automated error checking.
Signed Legal Agreements
Pulley is the only cap table management software that generates fully executed and signed legal documents. Legal documents matter in disputes - talk to your lawyer about why this functionality matters.
409A valuations determine the strike price of your stock options. You will need a valuation at least once a year or at a material event - such as a fundraising round. Pulley partners with trusted, independent appraisers to give you an audit-ready 409A valuation in just one week.
Rule 701 allows private companies to give stock options to employees without registering with the SEC. We continuously monitor your option pool and option grants for compliance.
83(b) Status Tracking
A missed 83(b) election can lead to millions in back taxes. We help CFOs and startup founders track 83(b) submissions to prevent tax liabilities. We help employees file their 83(b) automatically when they early exercise options or receive stock grants.
Form 3921 Submission
IRS Form 3921 is a tax form for employees who exercise options. Prevent errors with automated electronic fillings. You’ll save thousands in accounting & legal fees and prevent costly errors on our cap table management platform.
Option grants require a board approval to become legally binding. Yet, they are often missing and can delay fundraising. We help you finalize your grants by handling the process of signing and storing your board approvals.