How to declare grants when using Pulley as my Capitalisation Table Management Solution?

Remote Equity integrates seamlessly with Pulley, allowing you to manage equity grants without duplicate data entry. This guide walks you through connecting your Pulley account to Remote and syncing employee equity information between both platforms.

Initial Setup

1. Select Pulley during workspace setup

During your Remote Equity workspace setup (see: How can I set up my Remote Equity workspace for the first time?), you will be asked to choose your Capitalization Table Management Solution (CTMS).

Select Pulley from the available options. (If you already setted up your workspace you can move to the step 2 directly)

2. Grant Remote Equity Admin Access in Pulley

1. Log into your Pulley account.
2. Click on Company.
3. In the Admins section, click the Add Admin button (top right).
4. Fill in the information as follows:
   • Email address: pulley@easop.com
   • Access Level: Admin Access
5. Click Invite.

Second Step: Notify the Equity Team

After completing the admin invitation, please email the Equity team at:

equity-support@remote.com

In your email, confirm that you have granted admin access in Pulley and would like to complete the connection.

What Happens Next?

The Equity team will:

• Complete the internal setup
• Sync your Pulley workspace with Remote Equity
• Confirm via email once the connection is successful

Once the sync is completed successfully, your Pulley workspace will be fully connected and ready to use with Remote Equity.

Need Help?

If you experience any issues during this process, please contact equity-support@remote.com for assistance.