Pulley

Build your equity workflow in one place: issue grants, price options, and close approvals without email chains or spreadsheets. Pulley gives founders, finance, and HR a daily workspace to keep ownership data correct and defensible while moving faster.

Start by setting up your ownership ledger. Import your existing spreadsheet or connect prior records, then link your HR/payroll systems (Gusto or Rippling) to auto-sync employee profiles and term dates. Pick standard document packs for your plan and grant types, define time-based or milestone-triggered vesting, and set who can approve what. When you’re ready for a valuation, launch a 409A request from the same dashboard—attach metrics, cap history, and recent financing details. Pulley organizes your inputs, tracks statuses, and stores the supporting materials so your valuation file is complete and ready for scrutiny.

Issuing equity is a guided flow. Create a grant, choose the plan and vesting, and Pulley fills the documents from your templates. Route everything for signatures in-app—founders, directors, and recipients sign without leaving the system. If a board approval is required, Pulley drafts the consent packet and collects e-signatures, then files the final package back to the grant record. Bulk actions let you send multiple offers at once while preserving personalized terms. The activity log shows who viewed, signed, or declined, helping you nudge stakeholders before deadlines. more