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Pulley for Investors from Pulley
Portfolio cap table access, equity tracking, scenario modeling, exit planning, investment performance metrics, document management, and stakeholder communication tools for venture capital firms.
Product analysis by function
Cap Table Management Software for Portfolio Management
Solutions for tracking equity ownership, option pools, liquidation preferences, and dilution scenarios across funding rounds.
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Equity and Securities Tracking
(5 Yes /5 Known /11 Possible features)
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Support for Multiple Security Types Ability to model and manage various security instruments (e.g., common stock, preferred stock, options, warrants). |
Pulley provides tracking for a wide variety of security types (stocks, options, warrants, SAFEs) as part of its portfolio cap table functionality. | |
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Convertible Instruments Handling Support for convertible notes, SAFEs, and conversion mechanics. |
Product notes include convertible instrument handling for venture deals, suggesting support for SAFEs and convertible notes. | |
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Option Pool Tracking Track outstanding, available, and allocated options in employee or founder option pools. |
Option pool tracking is named as a Pulley feature for employee and investor reporting. | |
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Warrant Tracking Ability to grant, track, and exercise warrants. |
. | No information available |
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Share Ledger Maintain a digital record of all share issuances, transfers, cancellations, and exercises. |
Share ledger maintenance is a core feature of Pulley’s digital cap table. | |
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Certificate Management Generate, issue, and store digital/electronic share certificates. |
. | No information available |
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Vesting Schedules Configure and track custom vesting schedules for options and RSUs. |
Pulley supports custom vesting schedules for option grants as part of its equity administration module. | |
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Automatic Vesting Calculations Platform automatically calculates vested and unvested shares for stakeholders. |
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Rule-based Triggers Automate vesting, acceleration, and lapse conditions based on company events. |
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Partial Exercise and Early Exercise Support Support for partial option exercises and early exercises where permitted. |
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Restrictions on Securities Identify and enforce transfer restrictions on securities according to company rules or regulations. |
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Ownership & Dilution Modeling
(6 Yes /7 Known /10 Possible features)
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Real-time Ownership Calculation View current equity breakdowns for all stakeholders. |
Pulley provides real-time ownership breakdown in cap table reporting. | |
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Pro-forma Cap Table Modeling Create modeled cap tables reflecting hypothetical fundraises, conversions, and exits. |
'Scenario modeling' and 'exit planning' refer to pro-forma and hypothetical cap table functionalities. | |
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Custom Scenario Analysis Build and save unlimited dilution or exit scenarios for comparative analysis. |
Unlimited scenario modeling for dilution and exits is specifically offered by Pulley for venture investors. | |
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Automatic Conversion of Notes and SAFEs Automate and visualize how convertible notes and SAFEs convert into equity upon a qualified financing. |
. | No information available |
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Drag-along/Tag-along Rights Modeling Visualize how contractual protections affect ownership in various exit or funding scenarios. |
Not as far as we are aware.* No clear evidence Pulley visualizes contractual drag/tag rights in scenario models. | |
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Cumulative Dilution Impact Calculation Quantify, and visually represent, dilution over time and across rounds. |
Pulley provides historical dilution analysis for portfolio companies. | |
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Custom Waterfall Modeling Flexible tools to model proceeds distribution across varying terms. |
. | No information available |
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Ownership Change History Access version history and audit trail of changes to equity ownership. |
Ownership change and activity logs are tracked on the Pulley platform. | |
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Stakeholder Role-based Scenarios Easily show outcomes for specific current or future stakeholders. |
Reports can be segmented and generated for individual stakeholders, supporting role-specific scenarios. | |
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Automatic Error Detection in Model Assumptions Warn users if scenario assumptions (e.g., pre vs post-money, option pool location) are invalid. |
. | No information available |
Funding Round Management
(4 Yes /4 Known /9 Possible features)
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Round Modeling (Pre-money/Post-money) Accurately model both pre-money and post-money convertible/price rounds. |
Pulley provides round modeling tools for both pre-money and post-money investment terms. | |
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Round-specific Terms Handling Model round mechanics including lead/side investor splits, share classes, and closing schedules. |
Platform supports management of share classes, closing schedules, and splits for each round. | |
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Round Document Storage Link to, or store, funding round documentation (term sheets, share purchase agreements). |
Document management is listed as a feature for term sheets and other round-related documentation. | |
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Automatic Cap Table Update Platform updates all relevant ownership, price per share, and dilution metrics upon closing a round. |
Cap table and ownership metrics are auto-updated on round close. | |
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Investment Tranche Tracking Track multiple investment tranches and their impacts on ownership and proceeds. |
. | No information available |
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Safe/Note Conversion Rules Customization Handle different conversion triggers, discounts, valuation caps, and MFN provisions. |
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Investor Communication Tools Built-in bulk or individual notification to investors during round closing. |
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Automatic Legal Calculations Calculate minimum investment, share allocations, and legal constraints per round. |
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Pre/Post Money Valuation Entry Input and visualize impact of changing company valuations. |
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Liquidation Preferences & Waterfall Analysis
(0 Yes /0 Known /9 Possible features)
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Custom Waterfall Analysis Model and visualize proceeds distribution for various exit scenarios. |
. | No information available |
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Multiple Liquidation Preference Types Support for 1x, 2x, capped, non-capped, participating and non-participating preferences. |
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Stacked Preference Modeling Handle multiple stock classes in different seniority positions in the stack. |
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Automatic Participation Rights Calculation Correctly split proceeds between preferred and common according to terms. |
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Conversion Threshold Scenarios Visualize effect of converting to common stock in different exit scenarios. |
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Change-of-control Provisions Model terms that govern sale, IPO, or company dissolution events. |
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Exit Carve-outs Modeling Support for management or founder performance-based carve-outs on exit. |
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Multiple Rounds/Classes Waterfall Simultaneously model multiple preferred series and complex seniority scenarios. |
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Distribution Reports Generate summary reports for each stakeholder showing expected payouts. |
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Compliance and Document Management
(6 Yes /6 Known /9 Possible features)
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Rule 701 & 409A Compliance Tools Automated tracking to ensure compliance with U.S. securities laws on equity issuance and valuation. |
Pulley advertises compliance tools for Rule 701/409A compliance. | |
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FMV/409A Valuation Integration Support for collecting and recording current and historical IRS-compliant equity valuations. |
Pulley partners with 409A firms for FMV/409A valuations and shows integration. | |
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Document Generation & E-signature Generate common equity documents (option agreements, stock certificates) and collect e-signatures. |
Document e-signature/generation tools are part of Pulley’s workflow. | |
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Bulk Document Distribution Distribute equity-related documents to all relevant stakeholders securely. |
. | No information available |
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Audit and Change Logs Maintain a secure, immutable audit trail of changes to the cap table. |
Pulley keeps change/audit logs for cap table and document activities. | |
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Regulatory Filings Preparation Tools to help generate or pre-fill regulatory or tax forms for the relevant jurisdictions. |
. | No information available |
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Data Export/Import Ability to easily export or import cap table data in multiple formats (Excel, CSV, PDF). |
Export/import to Excel, PDF, and CSV is explicitly supported by Pulley. | |
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Secure Document Storage Encrypted, permission-controlled storage for equity and legal documents. |
Pulley cloud document management is permission-based and encrypted. | |
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Version Control for Documents Maintain and navigate through multiple versions and amendments of vital documents. |
. | No information available |
Stakeholder Access and Communication
(3 Yes /3 Known /9 Possible features)
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Role-based Access Control Assign permissions to view, edit, or administer according to stakeholder role. |
. | No information available |
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Self-service Stakeholder Portals Allow investors and employees to log in, review their holdings, and execute equity actions. |
Investors and stakeholders have their own logins/portals for Pulley access. | |
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Automated Notifications Notify stakeholders of important events (grants, exercises, company actions). |
System notifies investors and stakeholders of grants, exercises, and deal events. | |
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Bulk Communication Tools Send round or company updates to multiple users at once. |
Bulk communication and notification tools are offered to facilitate stakeholder updates. | |
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Stakeholder Statement Generation Generate downloadable statements or confirmations for individual or all stakeholders. |
. | No information available |
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View & Download Permissions Granular controls for who can view or export confidential information. |
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Customizable Email Templates Customize automatic communication templates for company branding and compliance. |
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Access Logs Monitor and record when and how users access sensitive information. |
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User Activity Limits Ability to set limits on bulk downloads or data scraping per user. |
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Reporting and Analytics
(3 Yes /3 Known /9 Possible features)
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Custom Cap Table Reports Generate up-to-date and scenario-based cap table reports for internal and external stakeholders. |
Pulley offers custom reporting, including scenario-based cap table reports. | |
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Dilution History Charts Visual charts showing how dilution has impacted key stakeholders over time. |
Pulley supports dilution tracking and visualization in charts and reports. | |
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Exit and Waterfall Charting Generate graphical outputs of payout scenarios under exits/IPOs. |
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Vesting Progress Reporting Provide snapshots and detailed histories of option/RSU vesting by stakeholder. |
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Round Comparison Analytics Compare how key variables (ownership, dilution) change between funding rounds. |
. | No information available |
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Export to Excel/CSV/PDF Reports and tables can be exported in multiple formats. |
Cap table and reports exportable in Excel, CSV, PDF formats. | |
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API Reporting Capabilities Integrate and retrieve data for internal BI and portfolio dashboards. |
. | No information available |
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Audit Trail Reports Export a record of every change to the cap table for compliance. |
. | No information available |
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Customizable Dashboard Widgets Select, arrange, and configure analytics widgets for tailored dashboards. |
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Integration & Platform Compatibility
(2 Yes /2 Known /9 Possible features)
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API Access Provide programmatic access to all or most system features and data. |
Pulley offers an API and is designed for integration with VC portfolio dashboards. | |
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Integration with Financial Platforms Connect with portfolio management, accounting, and banking software. |
Listed as compatible for integration with financial platforms and VC portfolio tools. | |
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HRIS/Payroll Integration Sync employee and grant data with HRIS & payroll systems. |
. | No information available |
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Single Sign-On (SSO) Support Support authentication via SAML, OAuth, or similar for enterprise security. |
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Cap Table Import Tools Easily import legacy cap tables from Excel or other systems. |
. | No information available |
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Legal Document API Integration Connect with e-signature or contract management platforms. |
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Portfolio Management Tool Compatibility Sync data with VC or PE firm portfolio management and CRM systems. |
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Webhook/Event Triggers Push notifications of critical events to external systems. |
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Data Import Speed Time to import a typical legacy cap table file. |
. | No information available |
Security & Privacy
(3 Yes /3 Known /10 Possible features)
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Data Encryption in Transit and at Rest End-to-end encryption for all sensitive data. |
Pulley employs bank-grade encryption per website statements. | |
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Multi-factor Authentication Require two or more methods of identity verification for access. |
Pulley offers multi-factor authentication as part of its security suite. | |
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Granular Permission Settings Specify data access permissions at user and group levels. |
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Audit Trails for Sensitive Actions Track and report all sensitive or administrative actions. |
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Penetration Testing & Vulnerability Scans Regular third-party testing for security vulnerabilities. |
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EU/US Data Residency Options Allow data storage in jurisdiction meeting compliance needs. |
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GDPR/CCPA Compliance Meet requirements for major data privacy regulations. |
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User Session Timeout Control Automatic logoff after inactivity. |
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Incident Response Time Maximum time to respond to a detected breach. |
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SOC 2/ISO 27001 Certification Third-party certification for information security controls. |
The vendor publicly lists SOC 2 compliance. |
User Experience & Support
(3 Yes /3 Known /10 Possible features)
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Intuitive User Interface Modern interface with logical navigation suitable for non-technical users. |
Modern UI emphasized on product website, designed for non-technical and professional investor use. | |
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Onboarding/Training Resources Comprehensive tutorials, guides, or live training available. |
Comprehensive onboarding/training materials available as per vendor website and support center. | |
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In-app Guidance/Tool Tips Context-sensitive help available throughout the platform. |
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Real-time Chat Support Direct access to support via in-app chat. |
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Knowledge Base/Help Center Searchable, updated documentation for troubleshooting and feature usage. |
Product offers knowledge base and support center. | |
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Service Level Agreement (SLA) Guaranteed response and issue-resolution times. |
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Mobile Accessibility Optimized for mobile devices or dedicated iOS/Android app. |
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Customizable Branding Company branding/logo on user portals and communications. |
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User Feedback Channels Collect feature requests and feedback from users in-app. |
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Average Support Response Time Typical time for initial support reply to user queries. |
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