Hi there 👋🏻
Pulley will reflect as closely as possible the cap table you upload to the platform. Pulley treats the excel cap table you upload as the single source of truth.
Please ensure your cap table has the below mandatory fields. Where your cap table is missing a mandatory field, we will insert a placeholder.
Table of cap table fields
|
Mandatory |
Nice to Have |
Optional |
Shares/ Units |
- Stakeholder name |
|
|
- Share Class
- Quantity
- Issue date | - Vesting schedule description (if any),+ vesting start date
- Capital Contribution
- Desired Certificate ID
- Email of that stakeholder if you want them to have access to Pulley | - Price per share (if it's different from the price per share indicated on the share class)
- Acceleration
- Federal Exemption (if any)
- Legend Language
- Currency (if differs from USD)
- Stakeholder address
- Stakeholder email
- Any other comments |
| RSAs/ RSUs | - Stakeholder name
- Share Class
- Quantity
- Issue date
- Name of Equity Plan the RSA or RSU is issued from | - Vesting schedule description (if any), + vesting start date
- Desired Certificate ID
- Par value | - Price per share (if it's different from the price per share indicated on the share class)
- Federal Exemption (if any)
- Legend Language
- Currency (if differs from USD)
- Stakeholder address
- Stakeholder email
- Any other comments |
| Profits Interests | - Stakeholder name
- Quantity
- Number of Shares
- Issue date | - If the profit interest was issued from the equity plan, the name of the equity plan
- Desired Certificate ID
| - Price per share (if it's different from the price per share indicated on the share class) (3.g)
- Federal Exemption (if any)
- Legend Language
- Currency (if differs from USD)
- Stakeholder address
- Stakeholder email
- Any other comments |
| SAFE | - Stakeholder name
- Issue date
- SAFE type - pre-money or post-money
- Principal (Amount invested) | - Valuation Cap
- Conversion Discount
- Pro Rata
- MFN Date
- Currency (if differs from USD)
- Desired Certificate ID | - Stakeholder address
- Stakeholder email
- Any other comments |
| Warrants | - Stakeholder name
- Share Class
- Number of Shares
- Issue date
- Exercise Price | - Vesting schedule (if any), including vesting start date
- Desired Certificate ID | - Federal Exemption (if any)
_ Legend Language
- Currency (if differs from USD)
- Stakeholder address
- Stakeholder email
- Any other comments |
| Options | - Stakeholder name
- Share Class
- Quantity
- Issue date
- Exercise Price
- Option type (NSO/ISO) | - Vesting schedule (if any), including vesting start date
- Equity Plan options were issued from (if issued from more than 1 equity plan)
- Desired Certificate ID | - Federal Exemption (if any)
- Legend Language
- Currency (if differs from USD)
- Acceleration
- Stakeholder address
- Stakeholder email
- Any other comments |
| Convertible Notes | - Stakeholder name
- Issue date
- Principal (Amount invested)
- Interest rate
- Accrual period
- Day count basis
- Maturity date | | - Stakeholder address
- Stakeholder email
- Any other comments |
A note re transfers; repurchases; terminations; cancellations:
If any of the following has occurred on your cap table, please ensure that you also include the following information:
| Termination | -Termination date.
-Termination type (voluntary, involuntary, with cause, disability, death, retirement).
-Vesting stop date.
-Last day to exercise options (if applicable).
-Non-mandatory:
A. New Relationship (employee, former employee, founder, investor). |
| --- | --- |
| Repurchase | - Repurchase date.
- Quantity (number of shares).
- Amount Paid. |
| Cancellation | - Cancellation date.
- Cancellation reason (clerical error, termination, buyback, acquisition, conversion, expiration, Other). |
| Exercise | - Exercise date.
- Exercise Quantity (number of shares).
- Total Capital Contribution.
- Nonmandatory:
A. Total Taxes. |
| Transfer | - Transfer date.
- Quantity (number of shares).
- Transferee.
- Reason for Transfer.
- Amount paid.
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