Migrating Data From Pulley To Eqvista
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?
- 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.
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.
- Add stakeholders, shares, securities, vesting schedules, options, SAFEs, and convertible instruments one by one. Alternatively, the spreadsheet view feature can also be used to add stakeholders and transactions.
Eqvista also offers Cap Table Transfer for seamless migration from other cap table and equity management platforms. 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?
Most Pulley cap table migrations are completed within 3–5 business days after we receive the required data and documents. More complex cap tables may require additional time.
6. How will billing and payment be handled for migrating from Pulley to Eqvista?
Switching from Pulley comes with a dedicated migration offer:
- First year of Eqvista cap table management: $0
- White-glove migration: $0
- Credit toward your first year’s 409A Valuation Plan: $500
- Price Lock on Year 2 as well!
409A valuations start at $990/year before your $500 Pulley migration credit and include unlimited updates and renewals of your 409A for 12 months.
7. 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: We will 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.
8. 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.
9. Who should I contact at Eqvista?
If you wish to contact the team at Eqvista, we kindly request you to send an email to [email protected]. Start your free migration by connecting with the team at Eqvista. They will be pleased to assist you with any queries or concerns you may have.
