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How do I export my Cap Table from Pulley?

Pulley exports your Cap Table straight from the dashboard, and two reports fill in what that file leaves out.

Pulley is shutting down on 8 December 2026, and support ends that day. Export while you can still log in.

Download these three files

  1. Cap Table. From your Pulley dashboard, click Download.

  2. Raw Captable. Go to Company → Reports and download the Raw Captable report. This is the only file with stakeholder emails and addresses - we can’t set up your team in Cake without it.

  3. Vesting Details. From the same Reports page. It gives us every vest date per grant, so your vested numbers carry over exactly.

Before you send them, open the Cap Table file and check your incentive plan tab is there. Occasionally Pulley leaves it out of an export - if so, just download again.

Download your documents separately

The export does not include paperwork. Download these before 8 December:

  • Signed grant letters, RSA and RSU agreements

  • Executed share and grant agreements

  • Signed SAFEs and convertible notes

  • Board consents and resolutions

  • Previous 409A valuation reports

  • Your equity incentive plan documents, including any Notice of Grant and Stock Option Agreement

Keep your own copies regardless of where you move to. These documents don't hold up a Cake migration - the Cap Table build only needs the three files above. Download the paperwork now, upload it whenever you're ready.

What happens next

See How to migrate from Pulley to Cake for the full process

Note: If the download is not where this article describes, contact us via chat and we will help you locate it.