Be there every time your clients touch their equity
Pulley gives your clients a first-class equity management experience with your counsel built-in. (And your clients get a discount, too.)
Pulley’s equity workflows boost accuracy—empowering your firm and driving better outcomes for your clients.
Trusted by 8000+ ambitious companies from seed to scale
Pulley gives your clients a first-class equity management experience with your counsel built-in. (And your clients get a discount, too.)
Pulley automates equity compliance, handling critical requirements like Form 83-b elections, Form 3921 reporting, ISO/NSO split calculations, stock compensation expense calculations, and Rule 701 exemptions—reducing compliance risk and administrative burden for finance and legal teams.
Pulley’s pro forma includes dynamic formulas, so you can double-check inputs directly. For clients getting ready to raise, our scenario modeler supports discounts, pro-ratas, post- and pre-money SAFEs, option pool refreshers, and more.
Pulley gives you a secure environment to onboard clients, handle equity management processes, and control account access.
Upload SAFEs in seconds using our AI-powered SAFE parser. Drag and drop documents for fast and accurate data entry.
Your clients get exclusive discounts regardless of their size, stage, or corporate structure
Attend live trainings and office hours hosted by former attorneys and paralegals on our team.
Onboard clients directly from your firm’s dashboard. If you or your client needs help, our support team responds within minutes.
Crypto & Tokens
Manage token distributions
Handle tax withholdings for distributions
One platform for equity & tokens
Private Equity
Automate complex waterfall reports
Support for broad-based ownership programs
Streamline ownership grants
LLCs
Support for umbrella rollups
Handle membership and profits interests
Streamline employee ownership grants