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Pulley Equity Management from Pulley
Streamlines cap table management, automates stock option grants, and enhances visibility between founders and investors on equity topics.
Product analysis by function
Compensation Management Solutions for Operations and Finance
Software for managing complex compensation structures including carried interest, co-investment, and performance-based components.
More Compensation Management Solutions
More Operations and Finance ...
Compensation Structure Flexibility
(3 Yes /4 Known /13 Possible features)
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Carried Interest Configuration Ability to define and manage carried interest arrangements, including tiers, hurdles, and vesting schedules. |
Not as far as we are aware.* Pulley focuses on cap table management and stock options; carried interest/share of fund profits is not supported. | |
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Co-investment Tracking Support for setting up, tracking, and reporting on co-investment programs for different stakeholders. |
No information available | |
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Performance Bonus Modeling Allows creation and management of performance-based bonus structures based on fund metrics. |
No information available | |
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Management Fee Calculation Automated calculation of management fees based on fund agreements and capital commitments. |
No information available | |
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Multiple Comp Plan Templates Provides pre-built and customizable templates for various compensation structures. |
No information available | |
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Pro Rata Allocations Handles pro rata allocations of profits and losses among participants. |
No information available | |
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Waterfall Distribution Modeling Ability to set up and model distribution waterfalls, including complex multi-tiered structures. |
No information available | |
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Custom Vesting Schedules Support for multiple custom vesting schedules based on user-role or position. |
Pulley supports custom vesting schedules for stock options and RSUs, as stated on their website and documentation. | |
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Retroactive Adjustments Can accommodate changes to compensation plans and recalculate past payments accordingly. |
Pulley allows amending historical equity grants and recalculating vesting as per their help documentation. | |
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Granular Stakeholder Definition Allows defining compensation at the individual, team, or entity level. |
Pulley enables individualized stakeholder definitions such as founders, employees, advisors, and investors. | |
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Integration with Legal Agreements Ability to link compensation modules with legal document management for consistency. |
No information available | |
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Multi-Fund Support Enables compensation tracking across multiple funds or SPVs simultaneously. |
No information available | |
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Deferred Payment Support Ability to structure and automate deferred compensation arrangements. |
No information available |
Data and Workflow Integration
(3 Yes /3 Known /10 Possible features)
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API Integration Supports integration via API with accounting systems, portfolio management, and HR platforms. |
Pulley has a public API for integration with HR, payroll, and other systems as per developer documentation. | |
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Real-time Data Sync Automated syncing of compensation data with transaction and performance datasets. |
No information available | |
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Import/Export Capability Robust import and export tools for bulk data handling. |
Pulley supports CSV import/export for bulk equity data as described in their onboarding materials. | |
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Notification and Alerting Automated alerts/notifications for key compensation events and deadlines. |
No information available | |
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Workflow Automation Configurable workflows to automate approval, review, and payout processes. |
No information available | |
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Document Management Integration Links compensation records with legal/HR documents. |
Pulley can attach documents to equity grants, supporting links between equity and documentation. | |
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Third-Party Data Feeds Support for ingesting and processing data from external sources (e.g., Bloomberg, PitchBook). |
No information available | |
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Data Validation Rules Enforces configurable data quality and validation rules during integration. |
No information available | |
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Batch Processing Capability Handles large volumes of compensation calculations or updates in batch processing mode. |
No information available | |
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SFTP/FTPS Support Secure file transfer protocol support for bulk data movement. |
No information available |
Reporting and Analytics
(6 Yes /6 Known /11 Possible features)
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Custom Dashboard Creation User-configurable dashboards for key compensation metrics. |
Pulley offers customizable dashboards to visualize cap table, option pool, and ownership. | |
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Real-time Performance Analytics Instant analytics of carried interest, investments, and bonus accruals. |
No information available | |
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Compliance Reporting Pre-built reports to facilitate regulatory or internal compliance checks. |
No information available | |
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Drill-Down Capability Users can drill down from aggregate data to individual compensation records. |
Pulley provides drill-down into individual equity grants and stakeholder positions. | |
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Export to Excel/CSV/PDF Flexible download/export options for reports. |
Pulley allows export to Excel/CSV for all major reports and tables per help center. | |
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Scheduled Reporting Ability to automatically schedule and deliver reports. |
No information available | |
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Custom Calculated Metrics Users may define custom fields and metrics for advanced reporting. |
No information available | |
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Historical Data Analysis Retention and analysis of compensation history and trends. |
Pulley retains full transaction and vesting history for equity grants, enabling historical trend analysis. | |
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Access-Controlled Reporting Restricts reporting visibility based on user role. |
Role-based and permissioned access to sensitive reports and information is supported (team and investor views). | |
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Visualization Tools Built-in charting and graphing capabilities. |
Pulley offers equity data visualization with built-in graphs and ownership charts. | |
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Complex Waterfall Analysis Detailed simulation and review of distribution waterfalls. |
No information available |
User and Stakeholder Management
(6 Yes /6 Known /9 Possible features)
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Role-based Access Control Granular permissions based on position, fund, or portfolio. |
Pulley supports granular permissions based on user role and entity. | |
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Multi-Stakeholder Handling Manages complex relationships among partners, employees, investors, and advisors. |
Pulley manages employees, founders, and investor relations and roles. | |
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Self-Service Portals Stakeholders can view their compensation, statements, and documents. |
Pulley provides stakeholder portals for awardees to view their documents and total equity. | |
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Audit Trail Comprehensive logs of user actions and system changes. |
Audit trail for equity changes is present as per product documentation. | |
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Delegated Administration Allows for delegated or distributed administration over compensation plans. |
No information available | |
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Bulk User Management Ability to onboard, update, or offboard multiple users at once. |
Bulk user onboarding via CSV is supported; multiple additions at once. | |
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Single Sign-On (SSO) Supports enterprise SSO for streamlined and secure logins. |
Pulley offers SSO integrations (Okta, Google) for secure logins as described on their security page. | |
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Group Permissions Permissions and configurations can be set by user groups. |
No information available | |
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Two-Factor Authentication Adds extra security for user logins and sensitive actions. |
No information available |
Security and Compliance
(6 Yes /6 Known /9 Possible features)
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Data Encryption Encrypts all compensation data at rest and in transit. |
Pulley encrypts data at rest and in transit (see security documentation). | |
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SOC 2/ISO 27001 Certification Product and infrastructure adhere to major security standards. |
Pulley is SOC 2 Type II certified (see https://pulley.com/security). | |
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GDPR/CCPA Tools Built-in controls for privacy regulations like GDPR, CCPA. |
Pulley offers GDPR/CCPA controls for user and stakeholder data. | |
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User Activity Monitoring Continuous monitoring of user activity for suspicious behavior or breaches. |
User activity and login monitoring is included for administrators. | |
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Customizable Data Retention Policies Firms can set retention periods as required by regulation or policy. |
No information available | |
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Security Incident Alerts Immediate notification of potential security incidents. |
No information available | |
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Role-based Data Masking Sensitive data is masked based on user roles. |
No information available | |
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Comprehensive Audit Logging All system actions and data changes are logged for audit purposes. |
Detailed system audit log maintained for auditing and compliance. | |
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Customizable User Permissions Admins can define custom roles and corresponding privileges. |
Admins can define roles and permissions tailored to organization needs. |
Calculation Engine Performance
(3 Yes /3 Known /8 Possible features)
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Real-time Calculation Speed Average latency for processing compensation and distribution calculations. |
No information available | |
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Batch Processing Throughput Number of compensation records processed per minute in bulk/batch mode. |
No information available | |
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Scalability System’s ability to handle increases in user and transaction volume without performance degradation. |
Pulley is cloud-native and highly scalable per vendor architectural statements. | |
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Error Rate Frequency of calculation errors detected in system output. |
No information available | |
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Auditability of Calculation Full traceable logs for each calculation iteration. |
Full traceability of every equity transaction and edit available for audit. | |
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Support for Multi-Currency Calculations Ability to process compensation in multiple currencies, with real-time FX rates. |
Multi-currency is available for equity plans and reporting as of 2023 updates. | |
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Parallel Processing Capability Utilizes parallel processing for faster computation at scale. |
No information available | |
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Automated Exception Handling Automatically identifies and resolves calculation exceptions wherever possible. |
No information available |
Audit and Transparency
(2 Yes /2 Known /6 Possible features)
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Full Historical Audit Trail Tracks every change to compensation data and structure. |
Pulley tracks all changes and versions to cap table and equity records. | |
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Detailed Change Logs Logs specifying what, when, and by whom each change was made. |
Detailed record of every change, timestamped and user-attributed. | |
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Read-Only Audit Reports Reports that can be shared externally for compliance or partner review. |
No information available | |
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Access Reports Lists users who have accessed/key compensation records. |
No information available | |
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Anonymized Participant Reports Generates anonymized summaries for stakeholder review. |
No information available | |
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Time-stamped Workflow Tracking Each step in a compensation decision/workflow is time and user-stamped. |
No information available |
Configurability and Customization
(2 Yes /2 Known /7 Possible features)
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Custom Field Support Admins and users can define custom attributes for compensation records. |
Pulley allows custom fields for securities and transactions. | |
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Configurable Approval Workflows Flexible workflow builder for multi-step approvals. |
No information available | |
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White-labeling Custom branding and client-facing experience. |
Pulley allows company branding for certain client-facing documents and portals (white-label features available on Enterprise plans). | |
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Localization Support Supports multiple languages and regional data formats. |
No information available | |
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Role-based Dashboard Customization Dashboards and widgets can be personalized by user/role. |
No information available | |
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Formula Builder for Calculations GUI-driven or scriptable custom calculation logic. |
No information available | |
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Custom Notifications Define custom triggers and recipients for system alerts. |
No information available |
Scalability and Deployment Options
(3 Yes /3 Known /7 Possible features)
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Cloud Deployment Product is available as a SaaS/cloud service. |
Pulley is a cloud-native platform (SaaS). | |
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On-premises Deployment Supports on-premises installation if preferred. |
No information available | |
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Multi-Tenant Architecture Supports multiple fund or firm entities in one environment. |
No information available | |
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Elastic Resource Scaling Resources scale up or down based on workload automatically. |
No information available | |
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Mobile Accessibility Full or partial feature set available on mobile devices. |
Pulley offers a mobile-friendly web interface. | |
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Disaster Recovery/Backup Automated backup and disaster recovery features. |
Disaster recovery and continuous backup processes described on security and architecture pages. | |
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Geo-Redundancy Supports geographically distributed redundancy for high availability. |
No information available |
Support and Vendor Services
(0 Yes /0 Known /9 Possible features)
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24/7 Support Availability Round-the-clock customer support service. |
No information available | |
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Dedicated Account Manager Assigned account manager for ongoing support and relationship management. |
No information available | |
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SLAs (Service Level Agreements) Explicit commitments for uptime, response, and resolution times. |
No information available | |
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Comprehensive Onboarding/Training Product-specific onboarding and user training materials/events. |
No information available | |
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User Community and Forums Online resources for peer learning and support. |
No information available | |
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Annual Product Roadmap Updates Regular updates on product development and planned enhancements. |
No information available | |
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Professional Services Team Vendor offers implementation and customization services. |
No information available | |
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Customer Success Analytics Tools for monitoring product usage and satisfaction. |
No information available | |
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In-app Help and Guided Tours Product includes built-in tips, guides, and tutorials. |
No information available |
Internationalization and Regulatory Support
(3 Yes /3 Known /7 Possible features)
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Multi-Currency Support Product can handle compensation in multiple currencies. |
Multi-currency is supported for grants and reporting. | |
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Country-Specific Tax Calculation Automates calculation and reporting of local tax withholdings and liabilities. |
No information available | |
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Regulatory Compliance Templates Pre-built templates for ICO, AIFMD, SEC, or other local regulations. |
No information available | |
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Local Language Reporting Built-in support for report generation in local languages. |
No information available | |
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Cross-border Payment Support Supports compliant compensation payment to global stakeholders. |
Pulley is used by international companies; supports compliant payments and off-cycle vesting globally. | |
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International Date/Number Formats Records and reports can use local standards for numerical and date/time data. |
Supports regional date/numeric formats in reporting per administrator settings. | |
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Country-specific Document Management Manage country-specific statutory and supporting documents for compensation. |
No information available |
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