How to find your equity information in Pulley

We know the data and information around your equity grant can be overwhelming. That's why we built a step-by-step guide on how to import your data from Pulley to Addition. If you're a new employee, you may not have received your Pulley Account yet. This is normal and your HR team will be in touch when your access has been added!

Start by logging into pulley

Head over to your Carta Portfolio View

Go to your Portfolio and click on the Company Name. This should open a list of grants associated with your company. Click on the grant you wish to ingest. In our example, we will be inputting the equity details for "CS-15 Options" grant into Addition.In the grant details, you’ll find key information type of equity. Select your equity type and click next in the Addition flow. 

In the grant details in Pulley, you'll also find the other inputs such as number of shares, strike/exercise price and grant date (called Issue Date in Pulley).

As you scroll down on the Pulley grant page, you will also find the start date and vesting schedule information. 

In this example, the vesting schedule 

• Schedule Name in Pulley
  • 1/48 monthly - This is your vesting frequency. 1/48 refers to vesting 1/48th of your equity each month. In the Addition platform, you would select the following:
    • Frequency: Every month
• Duration in Pulley: This corresponds to "Timeline" in Addition's platform
• Start Date in Pulley: This corresponds with "Start Date" in Addition's platform
• Cliff Duration in Pulley: This corresponds to "Cliff" in Addition's platform