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What is Upstock?

A significant 75% of leading technology firms favor RSUs over stock options, and you can adopt a similar approach with Upstock.io equity. Over the past five years, we have collaborated with top legal experts to streamline the traditionally lengthy and costly equity process. Our philosophy is that even modest ambitions have the potential to flourish. It is essential for companies of all sizes to provide an exceptional equity plan. Our approach is straightforward and efficient, ensuring that you won't feel inundated by the process. You can easily send legal agreements to your employees, and our real-time equity value dashboard will enhance alignment among stakeholders while boosting employee engagement. By simplifying equity management, we empower businesses to focus on growth and innovation.

What is Pulley?

Pulley simplifies the management of your equity and cap table, enabling you to concentrate on expanding your business. With Pulley, you can join your company right away and get a 409a valuation within just five days. This user-friendly platform is designed to assist early-stage businesses from the moment of incorporation, providing the capability to grow alongside them. Additionally, Pulley automates the submission of Form 3921 and ensures compliance with Rule 701, while also facilitating the electronic issuance of stock certificates. The platform can swiftly handle complex equity events, including stock splits and intricate vesting scenarios, making the process seamless. Managing a cap table can be challenging, but Pulley offers rapid support to paralegals and lawyers in under five minutes, helping them to respond promptly to client inquiries. Thanks to integrations with HRIS systems like Rippling and Gusto, updating a cap table has never been more straightforward. Join over 1,000 companies that are successfully scaling their operations with Pulley and discover how it can transform your equity management experience. For more information, visit https://pulley.com.

Media

Media

Integrations Supported

Integrations Supported

BambooHR
Easop
Gusto
HiBob
Humaans
Insperity
Justworks
Namely
Rippling
Slice

API Availability

API Availability

Pricing Information

$10 per month
Free Version
Free Trial Offered?

Pricing Information

$100/month for 25 stakeholders
*Free trial available to customers migrating from Carta

1. Startup
Pricing: $100/mo / 25 stakeholders +$4 / additional stakeholder
Includes:
- Cap table management
- Share Certificate
- Electronically send & sign option grants, SAFEs, etc.
- Cap table modeling
- Concierge onboarding
- Option and equity templates
- Offer letters

2. Growth
Pricing: $280/mo / 40 stakeholders + $7 / additional stakeholder
Includes all Startup Plan features, plus:
- 409A valuations (learn more)
- Onboarding due diligence
- Electronic option exercises
- Rule 701
- Form 3921
- Board approvals
- HRIS integration

3. Custom
Pricing: Contact us
Includes all Growth Plan features, plus:
- ASC 718
- Priority onboarding
- Phone support
- Waterfall modeling (coming soon)
- Custom reports
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Not specified

Company Facts

Organization Name

Upstock

Date Founded

2019

Company Location

United States

Company Website

www.upstock.io

Company Facts

Organization Name

Pulley

Date Founded

2019

Company Location

United States

Company Website

pulley.com

Categories and Features

Entity Management

Not specified

Equity Management

Cap Table Management
Document Storage
Financial Modeling
Options Management
Participant Portal
Valuation Management
Vesting Management

Human Resources

Not specified

Categories and Features

Business Valuation

Not specified

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
Valuation Management
Vesting Management

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