Everything you need to manage equity
Provide a first-class client experience with Pulley’s innovative features. Our integrated workflows are accurate and easy to use.
Reduce rework and errors
Multi-step approvals can lead to duplicate work and overlooked mistakes.
Use Pulley’s sandbox mode to draft updates, then publish changes to the cap table in one click. No need to retrace your steps or worry about last-minute errors.
Custom Equity Grants
Issue client specific equity grants using your firm’s form agreements. Pulley’s system supports custom fields, so material terms are included.
Ready to sign? Pulley automatically updates your cap table once the agreement is executed within the platform.
Pro Forma Audits
No more hardcoded formulas. 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.
Easily onboard and manage clients through your firm-wide dashboard. Firm leaders can manage staff access to client accounts.
Ready to turn on your firm-wide dashboard? Reach out to firstname.lastname@example.org to get started today.
Cap Table Updates
Upload SAFEs in seconds using our AI-powered SAFE parser. Drag and drop documents for fast and accurate data entry.
Unlock benefits for your firm and clients
Exclusive client discounts
Receive exclusive discounts, regardless of your client’s size, stage, or corporate structure
Attend live trainings and office hours hosted by our team of former attorneys and paralegals
Seamlessly onboard clients directly from your firm’s dashboard. If you or your client needs help, our dedicated support team responds within minutes.