Switch from Pulley to Eqvista

Move your cap table from Pulley to Eqvista in as little as 3–5 business days, without rebuilding it yourself.

Get free white-glove migration, your first year of cap table management on us, and $500 toward your first year’s 409A valuation plan.

Leaving Pulley? We Make the Switch Simple.

Switching equity platforms should give you more than a different place to manage your cap table.

When you move from Pulley to Eqvista, you get:

  • Free white-glove migration
  • Your first year of cap table management free
  • $500 toward your first year’s 409A valuation plan
  • A dedicated migration specialist
  • Migration completed in as little as 3–5 business days

You share with us your Pulley data. We take care of the rest. Claim Your Pulley Migration Offer.

From Pulley to Eqvista in 3–5 Business Days

  1. Send Us Your Pulley Data: Export your cap table and supporting equity information from Pulley and securely share it with our team, or simply provide us read-only access to your Pulley account. Your data stays private and is only accessed by the specialists handling your migration.
  2. We Migrate and Validate Everything: We 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.
  3. Review Your Migrated Cap Table: Review the completed cap table with our team and confirm that everything is accurate.

See Your Migrated Eqvista Cap Table Before You Commit

See exactly what your Eqvista setup will look like and make sure your migrated cap table is accurate before making the switch.

No manual rebuild. Our team handles the entire migration for you. Talk to our team about your free migration.

Your First Year on Eqvista: $500 Off!

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.

Transparent pricing from day one – so you know what to expect after your promotional first year. Ready to make the switch? Start Your Free Migration.

Don’t Just Switch Cap Table Providers. Upgrade Your Equity Infrastructure.

Moving from Pulley to Eqvista does more than move your cap table. It connects your ownership data with valuation, financial modeling, compliance, and liquidity tools in one platform.

  • Full-Featured Cap Table & Equity Management: Manage shares, options, warrants, SAFEs, convertible notes, equity plans, vesting schedules, and stakeholder records.
  • In-House 409A Valuations: Work directly with Eqvista’s in-house valuation team, including NACVA-certified, Enrolled Agent (EA; IRS), CFA, and CVA analysts. 409A plans include unlimited valuations for 12 months and lifetime IRS audit support.
  • Eqvista Real-Time Company Valuation®: Monitor your company’s estimated fair market value and share price directly from your Eqvista dashboard.
  • Financial Modeling & Compliance: Run funding round and waterfall scenarios and access additional support for ASC 718, QSBS, 83(b) elections, and other equity and valuation needs.
  • Controlled Liquidity Programs: Prepare for shareholder liquidity with structured programs such as Controlled Tender Offers, while maintaining control over participation, pricing, and cap table outcomes. Eqvista is also preparing for future secondary liquidity solutions.

White-Glove Means We Actually Handle the Entire Migration

You are not handed an import tool and left to figure it out.

A dedicated Eqvista specialist works with you throughout the migration, validates your migrated cap table, helps resolve discrepancies, and stays available through go-live.

After migration, you continue to have access to Eqvista’s cap table specialists and, when needed, our in-house valuation analysts.

Ready to leave the migration to us? Start Your Free Migration.

Questions Before You Switch?

Do I need to rebuild my cap table myself?

No. Eqvista provides white-glove migration. Our team migrates and validates your cap table and ownership history for you.

How long does migration take?

Most migrations are completed within 3–5 business days, depending on the complexity and condition of the existing cap table.

What can you migrate from Pulley?

We can migrate stakeholders, securities, option plans, SAFEs and convertible instruments, vesting schedules, historical transactions, documents and supporting records, and other core cap table data.

Is there a special offer for Pulley customers?

Yes. Eligible companies switching from Pulley can receive free white-glove migration, their first year of Eqvista cap table management free, and a $500 credit toward their first year 409A valuation plan.

Will my employees or investors be notified?

You stay in control of stakeholder access and notifications. Moving the cap table does not require you to notify everyone immediately.

Ready to Switch from Pulley? We’ll Handle the Migration.

Get free white-glove migration, your first year of Eqvista cap table management on us, and $500 toward your first year 409A valuation plan. Our team will migrate and validate your Pulley cap table so you can be up and running on Eqvista in as little as 3–5 business days.
Start Your Free Migration