Fundraising
Model fundraising scenarios, issue SAFEs, and manage capital transactions.
Executive Summary
Pulley provides comprehensive tools for managing fundraising processes, designed to help founders and finance leaders navigate complex capital transactions. The platform enables users to model various fundraising scenarios, including pre and post-financing, different valuation caps, discounts, pro-ratas, and option pool adjustments, ensuring a clear plan for investor meetings. By centralizing fundraising activities, Pulley helps companies avoid costly cap table mistakes and significantly reduce legal fees associated with issuing compliant documents like SAFEs. Beyond scenario modeling, Pulley facilitates the entire capital transaction lifecycle. Users can create fundraising terms, secure necessary board approvals, and collect electronic signatures directly within the platform for instruments like SAFEs. This integrated approach ensures accuracy and compliance, streamlining the process from initial planning to execution. Pulley also offers core equity management features, including cap table management and 409A valuation support, which are crucial for maintaining compliance and issuing employee stock options.
Use Cases
- Modeling different fundraising scenarios (e.g., pre/post-money, valuation caps, discounts)
- Issuing and managing SAFEs (Simple Agreements for Future Equity) with legal compliance
- Planning and executing capital transactions efficiently
- Managing and updating cap tables in conjunction with fundraising rounds
- Preparing for investor meetings with clear financial plans and equity projections
Features
Visibility
- Cap Table Visualization: View and understand your cap table in a clear, interactive format, reflecting all equity changes.
- Fundraising Scenario Dashboard: Access a dashboard to model and compare different fundraising scenarios and their impact.
Support
- Concierge Onboarding: Personalized assistance to help users set up their cap table and get started with Pulley.
Technical Specifications
- Deployment
- SaaS
- Authentication
- SSO/SAML
- API Available
- Yes
Integrations
- HRIS providers (via Finch)
- Crypto custody solutions
Security & Compliance
Certifications: SOC 2
Encryption: Data encrypted in transit and at rest.
Pricing
- Model
- Subscription-based, tiered plans
- Starting Price
- $1200/yr
- Target Customer
- SMB,Mid-Market,Enterprise
- Free Trial
- Yes
About Pulley
Pulley is an equity management solution that helps founders and finance teams manage their cap tables, fundraising modeling, 409A valuations, and equity issuance. It targets startups, cryptocurrency projects, LLCs, law firms, and private equity firms, with a primary focus on startups.
Alternatives to Fundraising
- IBM Planning Analytics by IBM — Unify business planning with AI-powered insights and real-time analysis.
- Infor Birst by Infor — Connects data across the enterprise to drive smarter decision-making.
- Infor CloudSuite ERP by Infor — Industry-specific cloud ERP solutions for finance, supply chain, and manufacturing.
- Insights by Balto — Quantify call patterns to drive business decisions and improve contact center performance.
- Integrated Business Planning (IBP) by o9 Solutions — Unifies demand, supply, and financial planning on a single platform for optimal decision-making.
- Intuit ProSeries by Intuit — Streamline tax preparation, boost accuracy, and enhance client service for accounting firms.
- Investor Finder by Slidebean — Weekly investor matches and a CRM to streamline your fundraising efforts.
- Jirav by Jirav — All-in-one financial planning, budgeting, forecasting, and reporting.