A Pulley Customer Asked Us These 7 Questions About Migrating to Eqvista. Here’s How I Think About the Migration from Pulley to Eqvista

We recently received several messages from Pulley customers looking to move to Eqvista.

One customer sent us seven questions before making a decision. I thought they were exactly the questions a founder should ask before trusting another company with their cap table, so I’m sharing them here exactly as they sent them to us.

Before You Auto-Renew Into Carta, See What Eqvista Offers

• Get the rest of your Pulley term added free
• Save 30% off your current Pulley invoice
• Year-2 price lock
• White-glove migration at no charge
• Migration in as little as 1–5 business days
• Dedicated migration specialist
• Unlimited 409A updates
• Lifetime audit support
• We’ll defend Pulley’s 409As

Ready to explore your options? Contact our team to discuss your Pulley migration and see how Eqvista can support your transition.

What This Pulley Customer Asked Us

• Your recommended plan and an all-in annual price for our circumstances
• Details of your Pulley migration process, including whether white-glove migration, document transfer, reconciliation and validation are included
• The anticipated migration timeline and what you would need from us
• Pricing and coverage for 409A valuations, including renewals or material-event updates and audit support
• Pricing and availability for ASC 718 reporting, Form 3921, Rule 701 tracking, board consents, stock-option issuance and exercise workflows, and electronic signatures
• Any migration credit, discount or special support available to Pulley customers
• Confirmation that we can export a complete cap table, transaction ledger, documents and reports if we later change providers

I think these are exactly the questions every founder should ask before moving their cap table.

1. What is the real annual cost?

I always prefer to look at the full picture.

Not only the cap table subscription.

You have to look at cap table management, 409A, ASC 718, equity administration, compliance and any other services you actually need.

For Pulley customers, we’ll add the rest of your Pulley term free, take 30% off your current Pulley invoice, and lock in your Year-2 price.

Our 409A valuation plans start at $990 per year and include unlimited 409A updates and lifetime audit support.

I would still recommend sending us your current Pulley setup or invoice so we can show you the actual numbers for your company.

2. Who actually handles the migration?

For me, this is probably the most important question.

A real person on our team handles the migration. No bot or automated migration. We don’t just run your Pulley export through an importer and hope everything lands correctly.

White-glove should actually mean white-glove.

You can send us your Pulley data or provide read-only access, and our team handles the migration.

That can include stakeholders, shares, options, vesting schedules, SAFEs, convertible instruments, warrants, historical transactions, ownership records and supporting documents.

But simply importing the data is not enough.

We also reconcile and validate the cap table.

The goal is simple: when you open Eqvista, the numbers should make sense and match the underlying records.

3. How long does it take?

We can complete Pulley migrations in as little as 1–5 business days.

Of course, every cap table is different.

A company with a few shareholders and option holders is very different from a company with ten years of financing rounds, exercises, SAFEs and hundreds of transactions.

We normally need the Pulley export, transaction history and relevant supporting equity documents (or Pulley access).

Then our team does the work.

You review the migrated cap table before you commit.

4. What happens with the 409A?

This is one reason I like having cap table management and valuation under the same roof.

Your 409A depends heavily on your capital structure, financing history and equity records.

Our 409A plans start at $990 per year and include unlimited updates and renewals during the 12-month period, along with lifetime audit support.

We have an in-house valuation team, so you are not simply being passed to another provider when you need a valuation.

And if you’re moving from Pulley, we’ll defend your previous Pulley 409As.

5. What about ASC 718 and the rest of the equity work?

This is where founders need to ask what is actually included.

ASC 718, Form 3921, Rule 701, board consents, stock-option issuance, exercises and electronic signatures are all part of the broader equity-management process.

We do support all of it and our pricing is very transparent.

For this particular customer, a Series A company, we quoted $2,590/year for our 409A Valuation & Premium Cap Table Bundle. For context, our current pricing is:

• Startup/Pre-Revenue – $990/year
• F&F/Angel – $1,290/year
• Seed – $1,990/year
• Series A – $2,590/year
• Series B+ – Custom

6. What are we doing specifically for Pulley customers?

We want to make the transition as easy as possible.

For Pulley customers, we are offering:

• Get the rest of your Pulley term added free
• Save 30% off your current Pulley invoice
• Year-2 price lock
• White-glove migration at no charge
• Migration in as little as 1–5 business days
• Dedicated migration specialist
• Unlimited 409A updates
• Lifetime audit support
• Defense of your previous Pulley 409A valuations

If a company has to move systems anyway, I think we should make that move as painless as possible.

7. Can you take your data with you later?

This one is very important to me. Yes, you can!

Your equity data belongs to your company.

If we do a good job, you should stay because you want to stay, not because it is difficult to leave.

Where supported, companies can export their cap table information, transaction records, documents and reports.

Founder to founder, this is where I want us to excel

I have been building companies for a long time, and I know how quickly equity gets complicated.

At the beginning, it may have been one founder and a few million shares.

Then come employees, options, exercises, SAFEs, 409As, ASC 718, financing rounds and investor requests.

It grows quickly.

So when another founder has to move all of this from one platform to another, I don’t want Eqvista to simply sell them software.

I want us to help you founders!

I want our team to take responsibility for the transition, check the records, answer the questions and make sure the founder can move forward without turning this into another big project.

That is the standard we have built for Eqvista’s clients.

Founder to founder, we are happy to help.

Founder to founder, we’re happy to help. You can reach me directly at [email protected], or contact our cap table specialist, Olivia Satow at [email protected].