Navigating your admin dashboard

You've completed onboarding and your cap table is now live in Pulley. When you log in, you'll land on your admin dashboard. This is your command center for monitoring equity, managing tasks, and tracking cap table activity across your company.

This article explains what each section of the dashboard shows and what the key metrics mean. If you're ready to start configuring Pulley for specific workflows, see What to expect as a new Pulley admin for your starting point.

Your admin dashboard organizes real-time cap table information into six main areas. At the top, company-wide metrics show total capital raised, fully diluted share count, and total stakeholders. Below that, visual breakdowns show your employee equity pools and ownership distribution. On the right side, you'll find educational guides, pending tasks, and a running log of all cap table activity.

The dashboard updates in real time. Issue new options and pool availability decreases immediately. Approve a board resolution and it appears in the activity feed within seconds. You're always looking at current data, not a nightly snapshot.

Three key metrics sit at the top of your dashboard, giving you an at-a-glance summary of your company's equity position.

Total capital contribution covers every dollar that has come into your company through equity: investment rounds, option exercises where someone paid the strike price, and direct stock purchases. It does not include equity granted without cash changing hands, such as founder shares issued for sweat equity or unexercised options.

Fully diluted shares assumes everything that could become a share does — all options exercised, all convertible notes converted, all SAFEs turned into preferred stock, all warrants used. It represents maximum possible dilution, not just shares outstanding today, and is the share count Pulley uses to calculate ownership percentages on your dashboard.

Stakeholders with securities counts every distinct holder on your cap table. A VC fund counts as one stakeholder regardless of how many limited partners are behind it. Former stakeholders who no longer hold equity, and people who've been invited but haven't received equity yet, are not included.

The download button generates a cap table export useful for board materials, investor updates, or audit requests. When exporting, you can specify an end date and choose whether to include drafts that haven't yet been finalized and merged to your cap table.

Below the header metrics, bar charts show the status of each equity incentive plan — how much of each pool has been granted versus how much remains available for future grants.

Companies often maintain multiple equity plans simultaneously: a newer plan created when an older one ran out, separate plans for employees versus advisors, or a plan added during an acquisition. Each appears as its own bar chart.

For a detailed explanation of how pool capacity works, see Understanding equity plan capacity →

The ownership breakdown section shows who owns how much of your company, calculated on a fully diluted basis. The pie chart divides your fully diluted shares into categories, and the table below it lists your largest holders by percentage.

Please note that this view only shows Pulley's default ownership categories and does not display any custom relationships created by your organization.

The top stakeholders table lists your largest holders. Ownership percentages recalculate automatically whenever equity changes hands. Clicking a stakeholder name surfaces their detailed holdings. Clicking a pool name shows all grants issued from that pool.

The Guides section of your dashboard links to curated equity education resources organized by topic. These are concept-level content from the Pulley team covering the fundamentals of equity, from how vesting works to what to consider before a fundraising round. Think of them as background reading that builds your broader understanding of equity management over time, rather than step-by-step guidance for specific Pulley tasks.

The four topic areas are:

See our Guides section for more topics →

The task notification system lives in the top navigation bar. The badge number on the clipboard icon shows how many pending tasks require your attention.

Immediately after onboarding, a high task count of 30 to 50 or more is not uncommon. Pulley automatically generates e-certificates during onboarding for all previously issued shares, and each certificate needs an authorized signatory signature. This is not an error or a backlog from something you missed. It is the expected starting state.

Tasks generate automatically based on workflow triggers. Common task types include:

In-progress securities In-progress securities are equity transactions that have been started but not yet completed. They appear in your task queue and are distinct from drafts. They represent active workflows already in motion, such as repurchasing unvested shares from a departed employee. If you see in-progress securities in your queue, there is a transaction that needs your attention to move forward or resolve.

System reminders Below your task list, Pulley surfaces proactive system reminders based on your cap table status. These are suggestions, not blockers. Common reminders include requesting a 409A valuation, expanding an option pool approaching capacity, and other cap table maintenance suggestions.

For step-by-step guidance on working through your task queue, see Find and complete pending tasks →

Every change to your cap table appears in the activity feed within seconds, logged in reverse chronological order with timestamps and the name of the person who made the change.

The feed captures permission changes, new equity pools, stakeholder record updates, security modifications, and status changes. Sensitive data such as Social Security numbers displays as encrypted strings.

This audit trail serves three purposes: troubleshooting (identify exactly when and by whom something changed), transparency (all admins share visibility into cap table modifications), and compliance (a complete documented history for audits or legal reviews).

The dashboard you are looking at is admin-only. Stakeholders see a simplified personal portal showing only their own equity holdings, vesting schedules, documents, and (if applicable) the ability to submit option exercise requests. They have no visibility into the cap table, other stakeholders' equity, pool availability, tasks, or the activity feed.

Even signatories who aren't designated admins don't see this dashboard. They access signature requests through a simplified view but don't get cap table visibility or management tools.

If someone holds equity and also manages the cap table, they can toggle between their personal stakeholder portal and the admin dashboard using the dropdown menu in the top left corner of Pulley.

For a complete breakdown of what each role sees, see Admin access vs. stakeholder access →

Ready to invite stakeholders to their portal? See Invite stakeholders to their portal →