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Match your current Pulley pricing, or Qapita's own rate - whichever is lower.
Qapita's onboarding team handles it end-to-end. You just review and sign off.
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This step actually allows us to take stock of your cap table hygiene and fix any outstanding issues or anomalies
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There's no single answer, and you're reading this on our website, so take our view accordingly. Carta, Qapita, Eqvista, EquityList, Ledgy and Cake Equity are all taking Pulley migrations right now.
What separates them is narrower than a feature list. Three questions will get you there faster:
That third question is the one that bit Pulley customers, where published pricing stopped at 40 stakeholders and ASC 718 moved to Enterprise. Ask all of us the same three and the shortlist gets short quickly.
Where we fit: Qapita publishes every tier including the per-stakeholder cost, includes the 409A from $3,000/year, and migrates you for free with our team doing the work. If you want to test that, ask us those three questions first.
Yes. Migration is free, your current Pulley pricing is honored for 12 months, and any unused portion of your Pulley subscription is credited. There is no long-term contract required.
You don't have to work it out, our migration team does it for you. Send us your Pulley export and we handle discovery, data migration, validation and go-live, then reconcile the rebuilt record against your original file and walk you through any differences before it goes live. Migration is included from the $1,600 Surge plan; there's no separate fee.
A standard cap table takes a few business days; complex structures with multiple entities or heavy grant history take longer. You'll get a committed date at kickoff rather than an estimate, and nothing goes live and no stakeholder is notified until you sign off on the reconciliation.
Talk to us about timing before you sign anything anywhere. Carta is crediting the unused portion of your Pulley subscription toward a new Carta account, that's part of their arrangement with Pulley, and we can't credit money you paid a third party. What we can do is match your current Pulley rate or our own published rate, whichever is lower, and align your start date so you're not paying two platforms for the same months. Tell us what's left on your Pulley term on the first call and we'll work out the timing with you rather than after you've committed.
Yes. A completed 409A valuation stays valid for its normal 12-month window from the valuation date, or until a material event like a funding round triggers a new one. The provider ceasing to operate doesn't void a report that's already been issued. Two practical things: download the full report PDF before December 8, because after that you may not be able to produce it for an auditor, and send it to us so we can hold it against the grants it priced. When you do need a new one, ours is included from the $3,000 Growth plan, turned around in five business days and signed by CFA specialists who can defend the methodology to your auditor.
Not until you decide. Stakeholder portals are built during migration but stay dark until you trigger them, so you control both the timing and the message. Most founders prefer to confirm the record is right, then announce it once, rather than have people find out from an automated email while numbers are still being reconciled. One thing worth doing now, though: export current email addresses for all active stakeholders from Pulley. You'll need them to invite people onto whichever platform you choose, and you can't get them out after December 8.
The standard advice is never to migrate a cap table during an active raise, and it's good advice. It just doesn't help when the deadline isn't yours to move. What we'd suggest: export everything from Pulley now, so your data is safe regardless of what you decide. If you'll close before December 8, close on Pulley and migrate straight after. If the round will still be open, tell us on the first call we can migrate the record as it stands and handle the round on the new platform, including SAFE conversions and the pro formas your counsel needs. That's a conversation to have upfront, not something to discover mid-close. The thing to avoid is leaving both the round and the migration to the last two weeks of November.
Yes. We rebuild the record from your Pulley export, reconcile it line by line against the original, and walk you through every difference we find. Nothing goes live, no stakeholder is notified and nothing is billed until you've confirmed it matches what you had. If something doesn't reconcile, that's ours to fix before you sign off, not a discrepancy you find six months later when an auditor asks.
