Migrating Data From Pulley To Eqvista

FAQ

Pulley has announced that it will shut down and cease operations on December 8, 2026. If your company currently uses Pulley, you can migrate your cap table and supporting equity records to Eqvista before the shutdown.

Eqvista provides white-glove migration from Pulley at no charge, including the transfer, reconciliation, and validation of your cap table data. Migrations can be completed in as little as 1–5 business days, with a dedicated migration specialist supporting the process.

FAQs About Migrating Data From Pulley To Eqvista

Below are some frequently asked questions about migrating data from Pulley to Eqvista.

1. What Pulley data can be migrated?

Eqvista can migrate the key records needed to recreate and validate your ownership history, including stakeholders, common and preferred shares, options and equity plans, warrants, SAFEs, convertible instruments, vesting schedules, historical issuances and transactions, ownership records, and supporting company documents.

2. How to migrate data from Pulley to Eqvista?

Because Pulley is scheduled to cease operations on December 8, 2026, we recommend starting the migration and securing the necessary records before the shutdown date.

Export your cap table and supporting equity information from Pulley and securely share it with our team.
Provide us with read-only admin access to your Pulley account. Your data stays private and is only accessed by the specialists handling your migration.

For detailed instructions on exporting your cap table, stakeholder information, and company documents, see our step-by-step guide to migrating your cap table from Pulley to Eqvista.

3. How to import the data to Eqvista’s cap table?

Sign up with Eqvista and create your company account.
Then, log into Eqvista and select the company account.
Sign up with Eqvista and create your company account. For Pulley customers using our white-glove migration service, our migration team will handle the transfer, reconciliation, and validation of your cap table data. You’ll have a dedicated migration specialist throughout the process, and migrations can be completed in as little as 1–5 business days.

Start your free migration by connecting with the team at Eqvista.

4. What reports and documents may be needed to migrate from Pulley to Eqvista?

Cap table report: It’s usually a spreadsheet/Excel sheet reflecting the current company share structure (shareholders, share amounts, price, issue date, etc.)
Stakeholders report: It’s usually a spreadsheet/Excel sheet reflecting the current company stakeholders.
Company documents: such as Articles of Incorporation reflecting the amount of authorized shares.
Equity plan and option grant information: Comprehensive information regarding the company’s equity compensation plan, including criteria and granting process for employee stock options.
SAFE and convertible instrument records: Detailed documentation concerning SAFEs and various other convertible financial instruments, outlining their terms and conditions.
Warrant information: Details about warrants issued by the company, including the terms of the warrants, exercise prices, expiration dates, etc.
Vesting schedules: Clear outlines of the vesting timelines for equity awards, explaining when employees earn their stock options or shares based on the vesting schedule.
Historical transaction/ issuance records such as past equity transactions and issuance data that track how shares have been allocated over time.

5. How long does it take to migrate cap table data from Pulley to Eqvista?

Pulley cap table migrations can be completed in as little as 1–5 business days after we receive the required data and documents. More complex cap tables may require additional time.

6. When should I migrate my data from Pulley?

Pulley has announced that it will cease operations and services on December 8, 2026. We recommend starting your migration before the shutdown date so there is enough time to transfer, reconcile, and review your cap table and supporting equity records. Pulley migrations to Eqvista can be completed in as little as 1–5 business days after we receive the required data and documents.

7. What is Eqvista’s offer for Pulley customers?

Switching from Pulley to Eqvista comes with a dedicated migration offer:

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

Our team will handle the migration, reconciliation, and validation of your cap table data so you can move to Eqvista with minimal disruption.

8. What are the steps involved in migrating from Pulley to Eqvista?

The entire process of switching from Pulley to Eqvista involves:

Access to Pulley Data: Export your cap table and supporting equity information from Pulley and securely share it with our team or provide us with read-only access to your Pulley account. Your data stays private and is only accessed by the specialists handling your migration.
Migration: A dedicated migration specialist will handle the transfer, reconcile your data, map historical transactions, and validate your cap table for accuracy, including stakeholders, shares, options, warrants, SAFEs and convertible instruments, vesting schedules, transaction history, ownership records, and supporting documents.
Review and go live: We provide the migrated cap table for your review. Once confirmed, your Eqvista cap table is ready to use.

9. Should I notify my stakeholders and investors about migrating from Pulley to Eqvista?

Migrating your cap table from one equity management platform to another generally does not require immediate notification to stakeholders or investors. However, if stakeholders currently access their equity information through Pulley, you may want to let them know when their Eqvista access becomes available and provide instructions for accessing their holdings on the new platform.

10. Who should I contact at Eqvista?

Ready to switch from Pulley? Start your migration with Eqvista and connect with our team. We will be pleased to assist you with any queries or concerns you may have.