Tactical Guides For Cap Table & Equity Management

August 20, 2025

Yin Wu

How to Set Up an Employee Stock Option Plan (ESOP) That Scales with Your Startup

A stock option is a contract that allows a person to purchase a number of shares of stock at a fixed price. Learn how employee stock options work.

August 19, 2025

Yin Wu

What Happens in a Liquidity Event? A CFO’s Step-by-Step Guide

In a liquidity event, a company’s founders and investors turn their illiquid assets into liquid assets. Examples include IPOs and acquisitions. Learn more.

July 30, 2025

Aaron Yeung

What Is ASC 820? A Guide to Fair Value Measurement for Startup CFOs

Understand ASC 820 and its role in fair value measurement. This guide helps startup CFOs prepare for audits, investor conversations, and financial reporting with confidence.

July 16, 2025

Yin Wu

What Is Share Dilution? A Simple Guide for Founders and CFOs

Share dilution occurs when a company does something to increase its number of shares outstanding. Here’s how it affects existing shareholders and investors.

July 14, 2025

Yin Wu

What Is a 409A Valuation? A Guide for Startup Founders

A 409A valuation is an appraisal of a private company’s fair market value (FMV). It determines the price of stock options offered to employees. Learn more.

July 10, 2025

Owen Bitas

Best Equity Management Software: What CFOs Need to Know in 2025

Learn how to choose the best equity management software to clean your cap table, avoid errors, and raise faster—with tools that scale as you grow.

July 9, 2025

Yin Wu

How CFOs Can Manage QSBS and Avoid Tax Mistakes

Qualified small-business stock (QSBS) is intended to promote investment in startups by means of a powerful tax benefit. Read more to see if you qualify.

May 14, 2025

Yin Wu

What Is a Cap Table? A Guide for Startup Founders

A capitalization table, or cap table, is a table displaying a company’s equity ownership. Here are the different types of cap tables and mistakes to avoid.

May 12, 2025

Yin Wu

SAFE Agreements for Early Funding: What CFOs and Founders Need to Know

A Simple Agreement for Future Equity (SAFE) is a startup fundraising tool. Investors pay money now and receive shares of company stock later. Read more.

May 12, 2025

Owen Bitas

Top Carta Competitors and Alternatives for 2025

Ready to explore options beyond Carta? We’ll dive into some of the top players and uncover what makes Pulley a standout choice. You’ll also get actionable strategies to enhance your equity management, so you can operate with speed, precision, and trust with your team and investors.

May 12, 2025

Aaron Yeung

409A Valuation: A Step-By-Step Guide for CFOs at Growing Companies

What is a 409A valuation, why you need one, and how to get one

October 4, 2023

Yin Wu

SAFE Tax Treatment: A Guide for Startups and SAFE Investors

The IRS may treat a Simple Agreement for Future Equity (SAFE) as equity or as an equity derivative for tax purposes. How a SAFE is taxed may affect returns.

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Pulley's SOC 2 Type 2 audit was performed by Insight Assurance