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How do I grant new securities?

Issue Shares, Issue SAFEs, Issue Options, Issue Convertible Notes, Issue Warrants, Issue RSAs, Issue RSUs and Issue Profit Interests.

Yin Wu avatar
Written by Yin Wu
Updated over 3 weeks ago

When you issue securities (like options and RSUs) or convertibles (like SAFEs) through Pulley, you'll receive fully executed, legally defensible, downloadable PDFs with e-signatures. And Pulley automatically updates your cap table.

Overall process


1. Start by clicking the +New button in the top left corner and selecting the option to E-sign:

2. Select the legal agreement type

Pulley allows you to issue new option grants, SAFE agreements, and more:

3. Do a one-time setup of the Pulley template you will use for the grant

If you're issuing for the first time in Pulley, you'll need to do a one-time setup.

Example: For Option Grants, you'll need to...

  1. Assign who from the company will e-sign all issued options

  2. Format your templates into a Pulley Template and upload

    1. ⭐️ Templates remove the need to use tools like DocuSign or HelloSign

ℹ️ After onboarding is complete, all accounts have access to preset, ready-to-use templates and RSA grants

You can find them under Company > Templates to review before using them to issue equity.

4. Enter agreement details

Now you are ready to follow the form to fill out the agreement specifics. If you need to issue multiple of the same agreement, we recommend using "spreadsheet" mode.
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5. Review your drafted agreements

Double check and preview the PDFs that your stakeholders will receive and e-sign:
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6. Collect e-signatures 🖊

After you click Collect Signatures:

  1. If you're the legal agreements' company signatory, then you'll receive both an email and a task within Pulley to e-sign the agreement.
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  2. Wait for the agreements' stakeholders to e-sign, too. You can resend the emails as needed.


New securities vs Existing securities

Existing securities are any securities that have been handled and signed offline already and not via Pulley. The purpose of adding an existing security is when you want to record them on the cap table.

New securities are when you want to issue securities straight from Pulley. This is for actually signing legal documentation on Pulley that grants securities to folks. This would be your stock option agreement, or restricted stock awards, etc.

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