Recap: Pulley -> Carta: What's next? (November 13)

Thank you to everyone who joined today's session on what's next for Pulley customers moving to Carta with Brianne Villamor, Customer Program Manager. The recording is embedded below, and the slide deck is attached.

Recap highlights:

• Transition timing: If your account hasn't moved yet, keep working in Pulley. Once it goes read-only, your data is transferring (usually a few hours) and you'll get an email to log into Carta.

• Set up your team first: Add people on the Company tab before assigning signatories. First and second signatories need different titles, and you must scroll down and click Update to save. Add your law firm as a firm instead of adding individuals.

• Complete missing data: Fix flagged items in-app or by uploading the spreadsheet. Each upload is recorded, and skipped records can be unskipped later.

• Take your account live: Sign your securities and click the go-live button. Go-live also triggers the emails that invite holders to accept their awards.

• Find your Pulley data: Documents that don't map one-to-one to a security are in your data room. Most are attached to each security under Documents and Notes.

• Update securities in bulk: Use Manage Equity to swap document sets or change fields across many awards at once.

• Exercises: Online exercises are entered in-app by the holder. The Notice of Exercise PDF is the offline fallback, and exercise documents live on the Exercises tab.

• Before you issue equity: Check your document sets, vesting schedules, equity incentive plan terms and exercise periods, and share classes.

• Terminated employees: After go-live, terminate stakeholders in bulk and backdate the termination to adjust vesting. Ignore HRIS employee matches you don't need.

Questions or follow-ups? Reply to this post and we'll follow up here.