Last Updated

Overview

Pulley software enables legal and finance teams to manage equity compliance with automation, accuracy, and transparency. While it may be less suitable for very large enterprises with highly complex equity structures, it simplifies ownership tracking and reporting for startups and growing companies.

Pulley Specifications

  • Compliance And Security Features
  • Reporting And Analytics
  • Document Management
  • Case Management

Pulley Features

Equity Compliance Automation

Pulley automates equity compliance by managing essential legal and tax requirements, including Form 83-b elections, Form 3921 reporting, ISO/NSO split calculations, Rule 701 exemptions, and stock-based compensation expenses. It minimizes compliance risks and manual work for finance and legal departments.

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Pro-Forma Audits

The software includes dynamic pro-forma modeling with editable formulas that validate the underlying data. Its scenario modeler enables forecasting across funding structures, including discounts, pro-rata allocations, SAFEs, and option pool refreshers for transparent and reliable capital planning.

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Firm-Wide Client Dashboard

The platform offers a centralized environment for securely managing multiple client accounts. It facilitates onboarding, equity operations, and permission control, enabling legal or financial professionals to oversee client portfolios efficiently and maintain compliance across all engagements.

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Cap Table Management

Pulley simplifies cap-table administration with AI-powered document parsing. SAFEs can be uploaded instantly through drag-and-drop functionality, ensuring accurate data capture, streamlined updates, and transparent visibility into ownership structures for founders, investors, and legal stakeholders.

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Pros And Cons of Pulley

Pros

  • Scales easily with expanding stakeholder requirements

  • Simplifies complex ownership and equity structures

  • Reduces compliance risk through automated workflows

Cons

  • Feature compatibility can vary across categories

  • Customer support time may vary at times

Pulley Reviews

Total 2 reviews

5

All reviews are from verified customers

Rating Distribution

5

Stars

100%

4

Stars

0%

3

Stars

0%

2

Stars

0%

1

Stars

0%

Share your experience

TM
Thomas M.

Small Business, 11-50 employees

5.0

“outstanding onboarding”

Pros

This software came across as highly professional. The onboarding specialist assigned to us was exceptional as well. We have a complicated cap table with a lot of stakeholders and she set everything up in the software with impressive patience and accuracy.

Cons

I'm still fairly new to the platform but after using it enough to get a feel for it, I don't have any complaints. It's exactly the solution we needed for a major cap table management challenge.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

RT
Raquel T.

Small Business, 11-50 employees

5.0

“Took a lot of burden off us”

Pros

Compared with other hosted cap table platforms, they work well with your existing cap table and really take the administrative burden off your hands.

Cons

Haven't come across anything I dislike.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Frequently Asked Questions

Does Pulley have a mobile app?

No, Pulley does not offer a dedicated mobile application.

What other apps does Pulley integrate with?

Pulley integrates with multiple applications, including Gusto, QuickBooks, Xero, BambooHR, Rippling, Paylocity, and Plaid.

What language does Pulley support?

Pulley primarily supports the English language.

Does Pulley offer an API?

No, Pulley does not offer an API.

What types of pricing plans does Pulley offer?

Pulley offers an annual subscription structure, adjusting based on the number of stakeholders and the selected feature package, with higher tiers providing more advanced functionality to accommodate expanding organizational needs. Request a detailed Pulley cost breakdown for your organization today.

What level of support does Pulley offer?

Pulley offers support through a help center, an online contact form, email, blog, guides, chat, FAQs, and a knowledge base.

Who are the typical users of Pulley software?

Pulley features supports users in the crypto and private equity industries, catering to founders, finance professionals, and legal teams managing equity, compliance, and ownership structures.