---
title: Pulley Reviews
meta_title: 'Pulley Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 135 reviews by the users' company size, role or industry
  to find out how Pulley works for a business like yours.
aggregate_rating:
  rating_value: 4.7
  review_count: 135
  scale: '5'
date_modified: '2026-08-04'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Pulley Reviews
**Vendor:** Pulley  
**Category:** [Equity Management Software](https://www.g2.com/categories/equity-management)  
**Average Rating:** 4.7/5.0  
**Total Reviews:** 135
## About Pulley
Pulley is an equity management platform for startups and growth-stage companies. Founders and finance teams use Pulley to manage cap tables, 409A valuations, RSUs, and employee equity with ease. Pulley streamlines compliance, automates tracking, and provides expert support. Features include scenario modeling, fundraising tools, and audit-ready reporting. With transparent pricing and real-time insights, Pulley gives users clarity and confidence in managing equity at any stage.



## Pulley Pros & Cons
**What users like:**

- Users value the **ease of use** of Pulley, simplifying cap table management and providing excellent value. (10 reviews)
- Users commend the **responsive and helpful customer support** from Pulley, enhancing their overall experience significantly. (6 reviews)
- Users commend Pulley&#39;s **easy cap table management** and exceptional customer support, enhancing their overall experience and confidence. (5 reviews)
- Users enjoy the **intuitive interface** and exceptional value of Pulley, highlighting its easy onboarding and essential features. (5 reviews)
- Users value the **helpfulness of the Pulley team** , ensuring quick and effective support throughout their experience. (3 reviews)
- Users praise the **intuitive UX/UI** of Pulley, appreciating its design and ease of use. (3 reviews)
- Document Management (2 reviews)
- Onboarding (2 reviews)
- Employee Engagement (1 reviews)
- Equity Management (1 reviews)

**What users dislike:**

- Users express frustration with **poor customer support** , facing challenges with onboarding and subscription cancellation efforts. (3 reviews)
- Users find the **setup process difficult** , especially for modeling, indicating a need for more streamlined solutions. (1 reviews)
- Users face **limited features** in Pulley, with issues in security, profit sharing, and payroll integrations. (1 reviews)
- Users experience significant **onboarding issues** , resulting in unresponsiveness and billing disputes after failed subscription cancellations. (1 reviews)
- Users find the **slow performance** of Pulley&#39;s note conversion tool tedious, especially during large financing rounds. (1 reviews)
- Technical Issues (1 reviews)
- Users find **workflow inefficiencies** in Pulley, as updating documents and note conversion can be tedious and cumbersome. (1 reviews)

## Pulley Reviews
  ### 1. A modern, nimble product with first class customer experience

**Rating:** 4.5/5.0 stars

**Reviewed by:** Lydia G. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 27, 2023

**What do you like best about Pulley?**

As a small & learn team, we need to move quickly to resolve our employee's needs around equity and comp. Pulley makes it super simple and easy to find what I need, and get my team answers when they need it. It's also surprisingly powerful, and isn't as "lightweight" as I thought when first signing up. The best part of my experience with Pulley has been with their support team, who is responsive, helpful, and willing to jump in to solve specific hardstops I encounter. They work with their own engineering team to resolve issues for me on the backend within hours. It's really been a great experience.

**What do you dislike about Pulley?**

Pulley probably maxes out if you have a highly complex equity plan that requires a lot of edge-case handling. Fortunately, that's not us, but I would imagine you may need a more robust solution at 500+ employees.

**What problems is Pulley solving and how is that benefiting you?**

Pulley helps us effectively manage our equity, allows employees to self-serve questions about their equity, and get fast and easy board approvals.

  ### 2. Super easy, good to work with

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nick D. | Founder &amp; CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 14, 2023

**What do you like best about Pulley?**

Easier and cheaper than Carta, great team to work with

**What do you dislike about Pulley?**

Only feature I wish they'd improve is that you're required to upload an Excel cap table to start

**What problems is Pulley solving and how is that benefiting you?**

Cap table management. Carta is big, painful to work with, cumbersome. They are better. As a startup we don't want to waste time and money on cap table management.

  ### 3. Founder Friendly!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ali A. | Co-Founder / COO, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 11, 2022

**What do you like best about Pulley?**

It's really built for my use case as a founders. It tells me what I need, when I need it. A lot of other providers terrify me, there's a lot of functionality I don't necessarily need (or know I need) and I don't want to pay for it until I do. Pricing reflects, was free for me to do modeling, get notifications for 83b and other tax things. They'd only charge me when my startup matured to the stage where I needed a paid service (like a 409A).

Customer onboarding was super easy, functionality is there. Support is lightning fast if you need it. I was an early user, gave feedback and had an almost immediate response. Was apparent when I started and even now that their feature development is through the roof -- they're constantly adding new features :)

**What do you dislike about Pulley?**

None so far. I've had a great experience as an early user -- they've grown as my needs have. Looking forward to seeing the product continue to evolve :)

**What problems is Pulley solving and how is that benefiting you?**

Tooling is built for founders. So for me, it solved modeling before my round (have a tool for that), recording equity and telling me about my vesting schedule (after we incorporated), and telling me what tax things I needed to file (83b). Also the education was great -- they told me what tools I'd need in the future (409A for hiring our first employee).

  ### 4. Absolutely amazing

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 09, 2023

**What do you like best about Pulley?**

No other equity management tool even comes close to Pulley in terms of ease of use, support, features, and best of all - pricing.

**What do you dislike about Pulley?**

I can't think of any downsides. Pulley really does hit the mark for founders.

**What problems is Pulley solving and how is that benefiting you?**

Everything related to equity - primarily fundraising and keeping track of securities/options.

  ### 5. Moving off of Carta to Pulley was quick, easy, and worthwhile!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brad D. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 12, 2023

**What do you like best about Pulley?**

Hands-on support, easy interface, flexibility to update cap tabel, and cost.

**What do you dislike about Pulley?**

I have been using Pulley for about six months, and I have not found anything I would change to date.

**What problems is Pulley solving and how is that benefiting you?**

Pulley helps us manage our equity effectively and accurately. It helps us save time and headaches when comparted to our old platform, Carta.

  ### 6. Killer User Experience, even better Customer Service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 22, 2022

**What do you like best about Pulley?**

Pulley's user experience is second to none. Their note-issuing sequence is painless and has saved me countless hours. Additionally, the inclusion of calculators in-app that pull in my existing cap table just lets me get all of my work done in-app, instead of hopping from spreadsheet to spreadsheet. 

On the customer service side, the two I have interacted with so far are Lam and Jordan. They are both stellar, respond quickly, are knowledgeable about the platform and fundraising in general. Their service alone would make this review a 10/10, even if the platform was crap (which it isn't).

**What do you dislike about Pulley?**

Not much. The only negative is the somewhat unclear onboarding process, but I believe that should be chalked up more to my ignorance than anything else.

**What problems is Pulley solving and how is that benefiting you?**

1. Easily create, issue, and keep track of SAFEs and other convertibles. 
2. Easily invite my investors to their portals so they have visibility into their investments.

  ### 7. Experience has been great!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Joe D. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 16, 2022

**What do you like best about Pulley?**

Pulley has all of the features you'd be looking for as a founder managing your cap.  A nice cherry on top is that their customer support is incredible.  They clearly want you to get the most out of their products.

**What do you dislike about Pulley?**

Sometimes the UX feels a bit difficult to navigate.  I've had to ask CS a couple times to help on seamingly basic tasks because I do not know how to get to that feature myself.

**What problems is Pulley solving and how is that benefiting you?**

Affordable end-to-end cap table management and support.

  ### 8. Review of electronic share register

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ganesh M. | Chief Financial Officer, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 19, 2023

**What do you like best about Pulley?**

Simple to use
Relatively inexpensive
Quick response from implementation team

**What do you dislike about Pulley?**

No facility for online chat or call.  All queries will be answered only through email

**What problems is Pulley solving and how is that benefiting you?**

We are a tech start up and wanted to have an electronic cap table for our shareholders.  In Pulley we found an efficient and easy to use electronic cap table

  ### 9. Loving the whole Pulley experience so far!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Pablo P. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 02, 2023

**What do you like best about Pulley?**

Helps me manage my cap table suuuper easily. It's great to have a single placer to organize all our documents.

**What do you dislike about Pulley?**

I'm getting used to issueing our SAFEs via Clerky, so I'm not sure if I'll like to transition to Pulley later on. We'll see!

**What problems is Pulley solving and how is that benefiting you?**

Managing our cap table.

  ### 10. Simple, Fast and Great Experience (Everything you are looking for)

**Rating:** 5.0/5.0 stars

**Reviewed by:** Cabin Y. | Co-Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 11, 2022

**What do you like best about Pulley?**

The overall customer onboarding was seamless, and there wasn't a point where I was lost and couldn't find any help whatsoever. If I was stuck, they offered to get on a call and help me guide through everything part by part. In addition, overall, the pricing scheme is the best out of all I researched, and they continue to improve and develop the platform. Huge shoutout to Zyrah and Florence for being MVPs.

**What do you dislike about Pulley?**

None, whatosever. Some parts maybe as a newbie was harder to understand but it was always explained very clearly.

**What problems is Pulley solving and how is that benefiting you?**

Pulley is helping us easily track all stakeholders involved in the company, who invested in us, who has equity, our ESOP program and our token cap table. Pretty much an all in one platform.

  ### 11. Efficient answer

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mariana G. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 16, 2023

**What do you like best about Pulley?**

Easy cap table, excellent customer service

**What do you dislike about Pulley?**

Lack of ability to edit stock purchase agreement templates

**What problems is Pulley solving and how is that benefiting you?**

Equity Management

  ### 12. Best in class SAAS customer service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Geoffrey C. | head of business development, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 28, 2022

**What do you like best about Pulley?**

Immediately responsive with knowledgable people that actually fix your problem, no matter how complicated or simple.

**What do you dislike about Pulley?**

It makes me realize other SAAS apps I spend more with are woefully behind.

**What problems is Pulley solving and how is that benefiting you?**

Any and all problems with our cap table.

  ### 13. User Friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Seema M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 28, 2023

**What do you like best about Pulley?**

Easy to understand for adding details. 
Corrections can be made for an error if made. 
The support team is quick in responding and giving resolutions.

**What do you dislike about Pulley?**

Changes to documents to be used as templates are a bit time-consuming.

**What problems is Pulley solving and how is that benefiting you?**

saves manual updation of all CAP table management

  ### 14. Incredible UI/UX, Great Customer Service, and Easy to Use

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kaitlin C. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 29, 2022

**What do you like best about Pulley?**

The UX/UI, ease of use, and educational materials.

**What do you dislike about Pulley?**

Some of the more recent features you have added, such as the Employee Offer Letter require fields that we don't want to fill in. So we do not use those features because we don't want to fill in certain fields.

**What problems is Pulley solving and how is that benefiting you?**

Understanding the Cap Table

  ### 15. Audit ready user friendly cap table management tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Yunlin Z. | Financial Controller, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 31, 2022

**What do you like best about Pulley?**

Pulley has a very simple, logical and clean layout. The function you need is often just one click away. The Cap Table "Summary" gives a bird's-eye view of fully diluted ownership while the "Detail" helps you track the history. The Data Room helps store and organize all the key legal documents related to share issuance, conversion and option grants, etc. The onboarding team is truly awesome, very knowledgable, thorough, responsive and patient. They are always standing by to answer any questions and follow up with our legal details to ensure our cap table is 100% accurate.

**What do you dislike about Pulley?**

None so far. Pulley has provided much and more than I expected in terms of user experience and support. When we completed the onboarding process, we were 95% ready for our auditor's requests on equities and stock options, saving tremendous time on both sides.

**What problems is Pulley solving and how is that benefiting you?**

The Pulley onboarding process helps us sort out the history of our fundraising events, organize the essential legal supporting docs, and bridge the gaps between the books and different versions of excel cap tables. The final result of the onboarding is not only accurate but also easy to read and to communicate with various stakeholders, and definitely, our auditor highly appreciates it!

  ### 16. Has the core features needed for a start-up with excellent service, but some bugs

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Games | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 16, 2022

**What do you like best about Pulley?**

The customer service lol.  Have spent a lot of time with Pedro from Pulley

**What do you dislike about Pulley?**

Bugs that crop up fairly regularly. Also --> not the most self explanatory.  Couldn't figure out how to use Pulley and make the right updates without Pedro's help

**What problems is Pulley solving and how is that benefiting you?**

Manage our equity and options.  Helps get all that in place, so don't need to rely on manual effort, or effort via lawyers.

  ### 17. Best e-cap management for small start-ups

**Rating:** 3.5/5.0 stars

**Reviewed by:** Dakota V. | CFO & Treasurer, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 08, 2021

**What do you like best about Pulley?**

I can't pick my top best things about Pulley. For one, they are quick to respond with helpful tips, suggestions, and onboarding. Also, their financial modeling tool is versatile, robust, and easily understandable -- just what we needed. Finally, Pulley is the ONLY service we can find that doesn't balk at the complexity of our current round raise. (Especially with all of the different types of notes.)

**What do you dislike about Pulley?**

As with most providers we've found, it's a bit difficult to import/onboard Reg CF rounds. We've made it work with a few quick fixes, but I look forward to it being a full feature.

**What problems is Pulley solving and how is that benefiting you?**

Previously, we were using an in-house, home-brew spreadsheet to manage our cap table and financial modeling. We've found Pulley to be very helpful in bringing that out of the Dark Ages. We feel much more in control of the situation with certified geniuses building the backbone of the table. Though the competition couldn't hold a candle, anyway, it's also important to note that Pulley was the only service that could support us.

  ### 18. User friendly cap table management with great support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tim G. | VP of Finance and Controller, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 28, 2022

**What do you like best about Pulley?**

Pulley is very easy to use, with a well designed dashboard.  Views and reports at the click of a button.  The onboarding staff was great to work with and very responsive throughout the process, and they were able to manage all of our complexities along the way.

**What do you dislike about Pulley?**

No complaints thus far.  We are still in the early stages since we imported to Pulley, but we have not come across any issues with any of the features we have used to date.

**What problems is Pulley solving and how is that benefiting you?**

We have a very large investor base, and we were trying to manage our cap table in spreadsheets.  Pulley has allowed us to automate the process and will allow us to better communicate with our shareholders.

  ### 19. Great support team, haven't extensively tested features

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Entertainment | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 29, 2022

**What do you like best about Pulley?**

The support team behind Pulley is the reason I am writing this review. They were diligent and helpful through every step of this process, walking me through all pieces necessary in getting our cap table up to date. We are an early-stage startup, so the features that we have used thus far been simple and easy.

**What do you dislike about Pulley?**

I have a limited perspective on this as we haven't used many of the advanced features yet, but the one bummer is not being able to issue simple stock purchase agreements through the platform without bumping our payment tier from "startup" to the more expensive option. This meant I needed to manually import documents, which is fine, but this feature would be appreciated on the startup plan.

**What problems is Pulley solving and how is that benefiting you?**

Pulley is making it easy to manage our small, but growing, cap table. Having software manage the headaches involved with this process is a necessity, and keeping things organized will make it easier for us to raise funds when the time comes.

  ### 20. Onboarded and handled all Seed round-related SAFEs and equity issuances

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 07, 2022

**What do you like best about Pulley?**

Easy to use, can do everything we needed in one place

**What do you dislike about Pulley?**

Weirdly didn't get notifications when people signed which would have been very very helpful!

**What problems is Pulley solving and how is that benefiting you?**

Equity and financing issuance, round modeling, cap table management

  ### 21. Easy to Use Solution to Manage Cap Table and Perform Fund Raising Modeling

**Rating:** 5.0/5.0 stars

**Reviewed by:** Craig N. | President &amp; Advisor, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 20, 2021

**What do you like best about Pulley?**

As a fast-growing company reducing the time required to manage our cap table was an immediate win.  The cap table view allows us to show the different types of investors in a single view with quick access to all related documents and agreements.  I appreciate the built-in workflow to gain approval from board members and stockholders.  A real upside with Pulley is the easy-to-use Fund Raising Modelling to perform "what-if analysis"  for different fundraising scenarios without the need for spreadsheets.  From a company perspective, Pulley support will jump in at any point to help.  For time-critical items, we also like the context-sensitive videos to self-serve.

**What do you dislike about Pulley?**

At this point, we haven't come across any sort coming of Pulley.  We look forward to seeing how Pulley takes the solution forward to support and advise smaller companies through all growth phases.

**Recommendations to others considering Pulley:**

Use Pulley to model your fundraising scenarios

**What problems is Pulley solving and how is that benefiting you?**

Provide investors with accurate and current cap table, reduce effort and legal costs related to the management of our cap table, modeling future rounds to understand the impact on ownership.

  ### 22. Better than a Silicon Valley Law Firm

**Rating:** 5.0/5.0 stars

**Reviewed by:** Scott S. | CEO, Influence Sciences , Small-Business (50 or fewer emp.)

**Reviewed Date:** June 03, 2022

**What do you like best about Pulley?**

This is not just cap table Mgmt software, the customer success team is as knowledgeable and helpful as my Silicon Valley Law Firms and with no lawyering overcharges!

**What do you dislike about Pulley?**

Pulley is started to connect with other services such as Clerky which is great, their Plaid connector does not work well though which makes 83B elections a hassle.

**Recommendations to others considering Pulley:**

This is not just cap table Mgmt software, the customer success team is as knowledgeable and helpful as my Silicon Valley Law Firms and with no lawyering overcharges!

**What problems is Pulley solving and how is that benefiting you?**

I am a X6 CEO, and managing a cap table is 50% of the challenge, the funding simulator is amazing. Love it!

  ### 23. Great and fast onboarding, Founder friendly UX/UI

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jorge T. | Finance Lead, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 29, 2022

**What do you like best about Pulley?**

They onboarding was seamless and super fast, their support team is super ready to help you anytime. The offering on 409A valuations also went without issues and was resolved fairly quickly. UX/UI super founder friendly

**What do you dislike about Pulley?**

Lawyers and law firms are super dogmatized by Carta that we you mention you are using an alternative they tend to wash their hands to not help you through the onboarding process

**What problems is Pulley solving and how is that benefiting you?**

Cap Table Management, ESOP Issuance, Fundraising dillution modeling

  ### 24. Pulley is intuitive

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 21, 2022

**What do you like best about Pulley?**

Pulley is very intuitive.  When I need help, I get an almost immediate response.

**What do you dislike about Pulley?**

Our custom stock certificates can't be issued through Pulley.

**What problems is Pulley solving and how is that benefiting you?**

Security and accessibility of our cap table.

  ### 25. Best Cap Table Management Software On The Market!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ajay G. | President, Chairman & CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 05, 2021

**What do you like best about Pulley?**

We have been using Pulley for our startup after trying other cap table software companies on the market. We think that Pulley is the best software available to manage your cap table on the market that is very user-friendly and easy to use with excellent and prompt customer service and support.

**What do you dislike about Pulley?**

We have no dislikes so far and have been very satisfied with Pulley's software and customer support. They are very prompt at responding to any questions and concerns, and the onboarding process by their support team was very comprehensive and organized. They have the best onboarding and support versus the other cap table software companies.

**What problems is Pulley solving and how is that benefiting you?**

We have been managing our cap table and equity through Pulley. We find it very easy to manage our cap table and administer equity in an organized manner and have an overview of everything on the Pulley dashboard versus using the traditional spreadsheet method and keep on updating, calculating, and organizing your cap table and equity issuance and administration with physical share certificates.

  ### 26. Great user friendly cap table program.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jessica Y. | Investor Relations

**Reviewed Date:** March 25, 2022

**What do you like best about Pulley?**

The layout of the Dashboard is very simple and easy to read. The program itself is very user friend, editing and adding information is very easy to do and customer support has been incredibly responsive and helpful.

**What do you dislike about Pulley?**

We're still in the beginning stages but so far we don't have any dislikes. Everything seems to be operating great and if we do have any issues or questions they have been addressed right away.

**What problems is Pulley solving and how is that benefiting you?**

Pulley is helping us to keep accurate records while all of our admin of Pulley are still able to see all updates all the time, which has been extremely helpful. Pulley is also a great space for us to keep our stockholder's investments organized and available for not only our company but the individuals themselves.

  ### 27. Excellent Modeling Software - Great for Founders

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kelly  B. | Lawyer, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 01, 2021

**What do you like best about Pulley?**

Pulley is easy to use in every way, but my favorite feature is the modeling. Pulley modeling allows a founder to actually see the dilutive impact of each SAFE or Convertible Note she or he enters into prior to doing the deal. It is flexible and able to correctly model pre or post-money SAFEs as well as option pools in a matter of seconds. An incredible time and money saver. Pulley is truly an essential tool.

**What do you dislike about Pulley?**

Nothing that I know of so far. Pulley just needs increased adoption to become the standard.

**What problems is Pulley solving and how is that benefiting you?**

My favorite problem that Pulley solves is to spare the time and energy it takes either the founder or their legal counsel struggling with an excel spreadsheet trying to model what is happening to a Company's cap table with each new SAFE. Pulley accomplishes in seconds what would otherwise take hours.

  ### 28. Good but not great

**Rating:** 3.5/5.0 stars

**Reviewed by:** Baran O. | CEO, Financial Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 24, 2022

**What do you like best about Pulley?**

The support team is amazing. The knowledge base is very helpful. There are a lot of features and it's relatively easily to understand the user journeys.

**What do you dislike about Pulley?**

There are few annoying things like for example the latest YC SAFE templates aren't reflected. Which means I cannot use Pulley to execute them because they cannot represent "Stakeholder title" field in their template generators. So I end up using Docusign and migrate to Pulley afterwards.

**What problems is Pulley solving and how is that benefiting you?**

Managing our cap table, documenting safes, collaborating with our legal counsel, scenario building

  ### 29. Pulley is OUTSTANIDNG

**Rating:** 5.0/5.0 stars

**Reviewed by:** Noel G. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 25, 2022

**What do you like best about Pulley?**

Pulley is SIMPLE to use, customer service is outstanding, and the Pulley Team will work with you.

**What do you dislike about Pulley?**

The price was. a bit higher than I like, but it was worth it.

**Recommendations to others considering Pulley:**

I highly recommend

**What problems is Pulley solving and how is that benefiting you?**

None.

  ### 30. Best cap table platform for founders

**Rating:** 5.0/5.0 stars

**Reviewed by:** Katsuya N. | Founder and CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 09, 2021

**What do you like best about Pulley?**

Everything about Pulley is fast and simple - great for busy founders. Onboarding took less than a day. 409A valuation is underway and I expect to hear back in less than five days. Their product provides consumer-grade UX, so it is easy to understand and use.

**What do you dislike about Pulley?**

Nothing I can think about off the top of my head.

**What problems is Pulley solving and how is that benefiting you?**

I’ve used other platforms as an employee, and wish we had had Pulley. They make it easy for me to manage everything that happens before the equity management stage: calculating dilution during fundraising, giving employees an offer letter, form documents, and more.

  ### 31. Exceptional Software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Fawzy A. | Co-founder & CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 01, 2021

**What do you like best about Pulley?**

It’s so easy to track everything with Pulley. Giving options to your employees, seeing who’s exercised them, repurchases, terminations etc. It always surprises me how much they offer for their price point. Their customer service is also exceptional.

 

I also really appreciate how their Growth Plan includes 409 valuations.

**What do you dislike about Pulley?**

Support can sometimes be slower on the weekends.

**What problems is Pulley solving and how is that benefiting you?**

Almost any process I need to do that affects or has to do with the equity of my company I can do right in Pulley.  Fabulous platform.

  ### 32. Pigeon Loans Founder Experience of Using Pulley

**Rating:** 4.0/5.0 stars

**Reviewed by:** Brian B. | Founder & CTO, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 06, 2021

**What do you like best about Pulley?**

I like the simplicity of Pulley, and its ability to mimic most of the hard labor work of keeping track of cap table conversions on a manual spreadsheet.

**What do you dislike about Pulley?**

It's more complicated than it should be to mock future cap table assumptions like SAFE note valuations. The interface for this mocking has changed, but the previous interface was better suited for the mocking behavior I desired. The specific struggle I have with this feature is the odd calculations it does as it "adds" shares to the outstanding share pool. Upon exporting, it makes for weird questions with accountants and investors when they see shares adding to our outstanding share pool even though no new shares exist as a result of the nature of a SAFE note.

**What problems is Pulley solving and how is that benefiting you?**

The ability to track my own cap table and mock future scenarios of such seamlessly. The benefit is reduced stress in knowing my cap table is "correct" and being confident in that fact when sending it to potential investors.

  ### 33. Cap Table Management tool for the everyday entrepreneur

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brittani D. | Co-founder, CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 06, 2021

**What do you like best about Pulley?**

The Pulley team was and has been very responsive and timely when exploring and setting the app up. When you get to an item on your checklist, it was such a relief that I did not have to wait days for a reply. The team asked for access to specific documents from my team and set us up right away. I canceled a contract to switch over to Pulley. It's true; people buy from people, and this team is top-notch!

**What do you dislike about Pulley?**

I do not dislike anything; The Pulley team made themselves available to my availability. One request I do have is a Cap Table Resource Center for us first-time founders. This is all very new, and I may not have time to jump on a call during business hours, but I would absolutely like a forum or documents explaining the in's and out's of cap tables.

**Recommendations to others considering Pulley:**

USE IT! You've got enough to focus on; trust this team. I've met the founder of this company and would lean into anything she brings to the table.

**What problems is Pulley solving and how is that benefiting you?**

We are managing our Cap Table. I have a real-time view of my current business. It has been one less thing to take away my time when communicating with our legal team regarding onboarding, off-boarding, or investing.

  ### 34. Pulley - There Is No Substitute!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Steve H. | Founder &amp; Chief Executive Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 01, 2021

**What do you like best about Pulley?**

The Pulley Team is the new standard for exceptionalism.  In addition to being peerless subject matter experts, the Pulley Team is relentlessly and uncompromisingly committed to customer satisfaction.  The Pulley Application is devastatingly effective and covers an expanse of functionality that is impressive beyond words.  There is no question that Pulley is THE leader in their category and their growth will be meteoric.

**What do you dislike about Pulley?**

NO downside - as in absolutely NONE!  The Pulley Team and App are a comet shooting due north in terms of value!  I did not find any issues; in fact, seemingly every DAY new features and functions were being added.  It is the equivalent of "receiving a bonus" every time you log in.  Clearly Pulley's engineers are working VERY hard to not only create a bulletproof system but also are "listening to input" from customers.  Truly admirable - using Amazon like parlance, it is 'Day One' EVERY day at Pulley.

**What problems is Pulley solving and how is that benefiting you?**

Our corporate governance was an EXTREME scenario - nearly a dozen friends and family agreements and four levels of SAFE Agreements.  Pulley barely had exert itself to convert the "extreme" into an ideal, best-in-class cap table!  This truly was epic and, candidly stated, I did have my doubts prior to using Pulley that ANY system in the world could handle the sophistication required by our situation.

  ### 35. Great tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Beatriz G. | Legal Counsel

**Reviewed Date:** March 24, 2022

**What do you like best about Pulley?**

Customer service, definitely. Their team give us a great experience as users.

**What do you dislike about Pulley?**

There are some features that are not still available. Hopefully they will soon. RSU certificates with double trigger for example.

**What problems is Pulley solving and how is that benefiting you?**

We have our cap table organized and all documents in the same place. Also, our stockholders can follow the status of their securities

  ### 36. Easy to use, very friendly, cheap

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 07, 2021

**What do you like best about Pulley?**

- Onboarding was straightforward
- Integration with Clerky keeps our cap table up to date with no effort
- Really friendly people, e.g. asked some questions on support chat and they were still super helpful and friendly.
- When we evaluated Pulley vs their competition, we asked what sets them apart. They clearly stated what they are good at, without unnecessarily disparaging their competition. The same can't be said for their competition. I get the sense people at Pulley are proud of what they do, and know they can let facts stand for themselves.

**What do you dislike about Pulley?**

Not much. Sometimes the UI is a bit difficult to navigate, took me a while to figure out where auto-imported SAFEs end up, but support was quick to help out.

**What problems is Pulley solving and how is that benefiting you?**

409A valuations, cap table management. We'll likely start using more in the future.

  ### 37. Fast 409A valuation and a great product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Hunter H. | Cofounder, CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 08, 2021

**What do you like best about Pulley?**

Lots of things —

Onboarding - Pulley took care of the onboarding process and I didn’t need to do anything. This was in contrast to my past experience of taking months to onboard a relatively simple cap table. 

Export - Their download cap table feature is great. It's fast and makes it easy for me to share my cap table with investors. My lawyers have signed off on the cap table

Employee experience - Employees have found the experience of exercising options on Pulley straightforward. If they have any questions, I also know they will be taken care of through support. 

Pricing is clear - I never knew what I was paying for with Carta. Their growth plan especially is all encompassing - includes board approvals, exercising options, 409A valuations.

**What do you dislike about Pulley?**

A few questions popped up during onboarding. But they were generally fixed pretty quickly.

**What problems is Pulley solving and how is that benefiting you?**

Pulley makes equity management straightforward. It's been really great having them alongside me as my company grows. They are my own 'cap table experts'. Very responsive. If you want clarity on your cap table, go with Pulley.

  ### 38. Best cap table tool for founders

**Rating:** 5.0/5.0 stars

**Reviewed by:** Avi G. | Managing Partner, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 02, 2021

**What do you like best about Pulley?**

I recommend Pulley to all of my portfolio companies. It provides the fastest turnaround on the 409A valuation (< 5 days). Onboarding happens the next day, and support is always responsive. 

  What stands out about Pulley from other cap table tools is the legal document generation. Pulley creates a signed document I can reference for my investments on all grants.   A signed copy makes it easier for my accountants and lawyers during diligence. 

Pulley makes is easy for investors and employees to see the latest company cap table.

**What do you dislike about Pulley?**

I wish more companies used Pulley. More companies on the platform would make it easier for me to track my entire portfolio.

**What problems is Pulley solving and how is that benefiting you?**

409A valuations - Most valuation firms automate the entire process. Pulley spend the time to understand the market and business for each of our portfolio companies to yield a fair and defensible report in less than five days. 

Portofolio tracking - I receive real-time updates of the cap table from all of my portfolio companies.

  ### 39. Exceptional cap table software for startups

**Rating:** 5.0/5.0 stars

**Reviewed by:** Steve B. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 21, 2021

**What do you like best about Pulley?**

The Pulley platform has a great balance of power and ease of use for managing cap tables – perfect for startups. The 409A process was simple and very professionally handled. The customer service is exceptional – they migrated our data from another platform and had us running very quickly. They’ve also been very responsive to questions when we’ve needed help.

**What do you dislike about Pulley?**

There's really nothing we don't like about Pulley.

**Recommendations to others considering Pulley:**

We switched from a large, leading cap table platform to Pulley and are much happier. I just recommend doing it.

**What problems is Pulley solving and how is that benefiting you?**

Using Pulley has greatly simplified cap table reporting for us. Getting information to investors has been easy, and we've been able to model changes to the table based on potential investment or stock option pool scenarios.

  ### 40. Great onboarding

**Rating:** 5.0/5.0 stars

**Reviewed by:** Phillip D. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 19, 2021

**What do you like best about Pulley?**

The onboarding process was pain free as Pulley literally took care of moving our whole system across

**What do you dislike about Pulley?**

it's a little expensive but the onboarding and CS makes up for it

**What problems is Pulley solving and how is that benefiting you?**

We're able to manage our cap table and add new stakeholders very easily + we can model out our fundraising with confidence

  ### 41. Founder Friendly Carta Alternative

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 02, 2021

**What do you like best about Pulley?**

Setting up our cap table with Pulley was super easy, as their interface is really intuitive and not as complicated as I've seen with other platforms. Their team was really helpful in ensuring that stakeholders were added correctly, and that I didn't enter in data incorrectly. It is also really helpful to run through fundraising scenarios, to see how our cap table would change if we adjusted round size and terms. We're still pre-seed, but I imagine this will be really helpful moving forward, both for me and our investors to view investment details.

**What do you dislike about Pulley?**

So far, I haven't encountered any issues with our Pulley cap table, but appreciate that I can reach out to their team if any problems arise.

**What problems is Pulley solving and how is that benefiting you?**

I've been able to view all investors and their terms in one place, and view projections for future funding, as well as provide our investors with transparency as our funding grows.

  ### 42. Bugs on bugs on bugs

**Rating:** 1.0/5.0 stars

**Reviewed by:** Anthony Z. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 07, 2021

**What do you like best about Pulley?**

Aggressive pricing. Seemed like feature parity.

**What do you dislike about Pulley?**

Some of the key features that we need are so buggy that it is unusable. We are currently going through the 409 a process and issuing stock options, and there are currently some critical bugs on the platform that prevent us from doing that...
On top of that, the bugs were not proactively communicated to us. We had to spend hours banging our head on setting things up going to realize that it was not a user error, it was a system error.

**What problems is Pulley solving and how is that benefiting you?**

We are looking for a comprehensive captable management solution.

  ### 43. pulley review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Miyuki M. | Senior, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 23, 2021

**What do you like best about Pulley?**

what i like about pulley is the simplesty of the system. it is very straight forward and the webiste is very user friendly.

**What do you dislike about Pulley?**

there is not anything specific i dislike about pulley so far. i have not had any major issues that would cause such feelings.

**What problems is Pulley solving and how is that benefiting you?**

the problem we are resolving with pulley is having to keep track of a company's equity. pulley properly calculates and keep an audit trail of such documentation.

  ### 44. Super easy 409a valuations + Stock Option Grants

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mark K. | General Manager, Head of Growth, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 16, 2021

**What do you like best about Pulley?**

Extremely easy onboarding and 409a valuation.

**What do you dislike about Pulley?**

No current complaints. As a new startup, Pulley offers everything that I've needed to date.

**What problems is Pulley solving and how is that benefiting you?**

Top priority (and reason fro signing up) was a 409a valuation. Working with Pulley was extremely easy and the process was much faster than what the competition said was possible. Pricing was also better.  Next, I used Pulley to issue stock options to employees which was super easy.

  ### 45. Effective equity management tool you will love

**Rating:** 4.5/5.0 stars

**Reviewed by:** Inderpal M. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 08, 2021

**What do you like best about Pulley?**

Easy to self-administer; and to set up for a startup.  Excellent chat support to help use the product.  Ability to enter RSPAs, and to be abel to share.   I plan to use the board consent feature as well.

**What do you dislike about Pulley?**

Nothing comes to mind.  The product meets my needs, and  I liked the experience and features.  Also, new capabilities are being added regualrly.

**What problems is Pulley solving and how is that benefiting you?**

Managing equity cap table of the compay.   Being able to share with potential investors.  Ability to manage and view cap table without need to go through corporate attorney for every step.

  ### 46. Simple and easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 25, 2022

**What do you like best about Pulley?**

Very simple dashboard of equity, options and investments.

**What do you dislike about Pulley?**

Must upgrade for document signing and custom templates.

**What problems is Pulley solving and how is that benefiting you?**

Cap table management and 409A.

  ### 47. Best customer support experience I've ever had

**Rating:** 5.0/5.0 stars

**Reviewed by:** Julian C. | CEO &amp; Cofounder, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 01, 2021

**What do you like best about Pulley?**

Awesome to see them handle all my cap table management needs + additional areas like 409a valuation. Support has been super responsive and extremely helpful. Was deciding between Pulley and Carta - Pulley was an easy win.

Speed - onboarding was done in 24 hours
Support - Responded within minutes. Didn't send us to a boilerplate FAQ but actually helped get me all set up and answered all my questions

**What do you dislike about Pulley?**

Maybe more tool tips / descriptions on the forms? Overall, it's been a breeze so far and haven't seen anything I dislike yet.

**What problems is Pulley solving and how is that benefiting you?**

Migrate off messy Google Sheets for cap table management. Peace of mind knowing everything is squared away in Pulley. Also, helped with our 409A valuation - that was super easy to do straight from the dashboard

  ### 48. Outstanding service, product handles complex cap tables

**Rating:** 5.0/5.0 stars

**Reviewed by:** Eric L. | C, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 09, 2021

**What do you like best about Pulley?**

The team that on boarded us was over-the-top responsive. The platform doesn't require service, but they treated us with white gloves nonetheless.

**What do you dislike about Pulley?**

The platform is still early with lots of room to grow.

**Recommendations to others considering Pulley:**

Pricing is much friendlier than Carta and while covering most of the things you'd need from Carta.

**What problems is Pulley solving and how is that benefiting you?**

We were on Capshare and never fully implemented it due to the odd combination of a limited feature set and excess complexity. Pulley is simple, clean, fast, and nails the fundamentals of cap table management.

  ### 49. The best Financing software for startups!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kaitlin C. | Member, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 01, 2021

**What do you like best about Pulley?**

The UX/UI is phenomenal. You just cannot even compare it to Carta because the UI is so much better. The platform is incredibly easy to use and understand, and the customer support team is very responsive and helpful.

**What do you dislike about Pulley?**

It is a little expensive; however the team was willing to work with us.

**What problems is Pulley solving and how is that benefiting you?**

It allows us to manage our investors and all of the fundraising documents, allows us to easily and seamlessly get 409A valuations, and my favorite part is the Fundraising Modeling that helps predict dilution.

  ### 50. Pulley has been overall pretty great. Their old subscription pricing made a lot more sense to me tho

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Online Media | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 08, 2021

**What do you like best about Pulley?**

I like that I can model my future fundraise and know exactly what my team and my personal equity will be as a founder. Having certainty in what our equity positions are currently also after any fundraise—no matter the terms—is a major value add.

**What do you dislike about Pulley?**

I don't like the pricing model. It needs to be framed better for smaller companies who raised capital from angels (i.e. lots of small checks) and paying ~$5 PER INVESTOR(/stakeholder) PER MONTH is honestly a lot for the service that is offered. I don't a fair amount of the functionality has been helpful or useful for a smaller startup, and it seems like they are basically able to soak up a lot of VC dollars by getting "50% of YC batches" to use their product, vs building and targeting smaller startups.

**Recommendations to others considering Pulley:**

I would suggest Pulley if you have between 1-20 stakeholders, keeping in mind that ANYONE with equity or access to options is a stakeholder—not just investors.

**What problems is Pulley solving and how is that benefiting you?**

Mostly cap table management. Calculating ESOP amounts and requirements for our board is usually fairly difficult and Pulley definitely makes this easy. We have also really liked that we can keep ALL of our equity/options agreements in a single place and to be able to offer equity with certainty to not only our founding team, future hires, but also to our advisors has been a massive value-add.


## Pulley Discussions
  - [What is Pulley used for?](https://www.g2.com/discussions/what-is-pulley-used-for)

- [View Pulley pricing details and edition comparison](https://www.g2.com/products/pulley-pulley/reviews?page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-07+09%3A52%3A36+-0500&secure%5Bsession_id%5D=ff52eaf6-8ca7-4331-8c2e-d73c4959ef65&secure%5Btoken%5D=3c8671000139fa8e32d1bff9179ada2f573ea9cd74f67f426ec20a864a052cc6&format=llm_user)
## Pulley Integrations
  - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews)

## Pulley Features
**Platform Basics**
- Reporting
- Investor Reporting

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Platform Data**
- Visualization
- Platform Search
- Dashboard
- Activity Dashboard

**Platform Content**
- File Sharing

**Platform Additional Functionality**
- Cap Table
- 409a
- Public Equity

**Agentic AI - Equity Management**
- Autonomous Task Execution

**Additional Functionality**
- Audit Management
- Vesting Management
- Workflow Management
- Forecasting
- Alerts/Notifications
- Audit Trail
- Performance Metrics
- Portfolio Management
- CRM
- API
- Third-Party Integrations
- Scenario Planning
- AI Copilot
- Grant Management
- Compliance Management
- Financial Analysis
- Multi-Currency
- Financial Modeling
- Financial Management
- Real-Time Data
- Transaction History
- Role-Based Permissions
- Deal Management
- Generative AI
- Document Management
- Valuation Management
- Customizable Reports
- Real-Time Analytics
- Document Storage
- Client Portal
- Reporting & Statistics
- Activity Tracking

## Top Pulley Alternatives
  - [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) - 4.3/5.0 (233 reviews)
  - [Cake Equity](https://www.g2.com/products/cake-equity/reviews) - 4.8/5.0 (133 reviews)
  - [Ledgy](https://www.g2.com/products/ledgy/reviews) - 4.6/5.0 (64 reviews)

