Pulley's Latest Features for Growing Companies

As companies scale, managing equity becomes increasingly complex. We’re here to help. We’re excited about our latest feature releases, and want to give you a quick overview. Let's dive into four standout offerings that are helping our customers handle their equity as they grow:

Custom Reporting: Real-Time Insights at Your Fingertips‍

Who it's for: Companies seeking detailed, flexible insights into their equity data.

Why we built it: We heard from our customers that as they grow, their reporting needs become more sophisticated and unique. Standard reports often fall short in providing the specific insights required by various stakeholders.

How it's different: Unlike static reports, Pulley's custom reporting tool offers real-time data updates and unparalleled flexibility. Users can create, save, and rerun custom report templates, ensuring that critical equity information is always at their fingertips. The ability to group, filter, and sort data allows for deep dives into specific aspects of equity management, empowering companies to make informed decisions quickly.

Read more about Custom Reports on our blog.

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In-house 409A Valuations: Streamlined, Audit-Defensible Valuations

Who it's for: Private companies needing regular, reliable 409A valuations for compliance and option granting.

Why we built it: Pulley aims to provide a more efficient, controlled valuation process while maintaining the highest standards of accuracy and audit defensibility.

How it's different: With in-house 409A valuations, Pulley has cut typical turnaround times from 5 business days to just hours in some cases when escalated, without sacrificing quality. Our team of 409A experts uses a proprietary tool that automates repetitive tasks, allowing valuation experts to focus on critical analysis and ensure data accuracy. This approach has resulted in a 100% pass rate with auditors, including Big 4 firms, ensuring that companies can confidently set option strike prices and maintain compliance.

We don’t just automate an output, export it, and send it to you. We use technology to save time and build a stronger, more accurate 409A you and auditors understand and trust.

Read about why an accurate 409A matters.

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Stock Based Compensation (SBC) Reporting: Simplifying ASC 718 Compliance

Who it's for: Companies issuing equity compensation that need to comply with GAAP financial reporting standards.

Why we built it: Pulley recognized the complexity and nuance involved in calculating stock-based compensation expense under ASC 718, and aimed to simplify this process for growing companies.

How it's different: Pulley's SBC reporting tool automates the complex calculations required for ASC 718 compliance. It provides a comprehensive, transparent report that includes fair value calculations, expense amortization schedules, and financial statement disclosures. The tool uses formulas throughout, allowing for easy auditing and adjustment. It can handle various equity instruments, including stock options and RSUs, and even accounts for modifications like option repricing. This level of detail and flexibility ensures that companies can accurately report their stock-based compensation expenses with confidence.

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HRIS Integrations: Seamless Equity Management Across Systems

‍Who it's for: Companies managing equity for a growing, dynamic workforce.

Why we built it: As businesses scale, keeping equity information in sync with HR systems becomes increasingly challenging and time-consuming.

How it's different: Pulley's HRIS integration allows for real-time synchronization of employee data across systems. This feature supports bulk actions like importing new stakeholders, terminating employees, and updating existing employee information. By partnering with API aggregator Finch, Pulley offers integration with over 27 top HRIS providers, ensuring broad compatibility and ease of use for most companies.

Watch our HRIS demo or the full recording from our webinar below.
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These new features represent Pulley's commitment to supporting companies throughout their growth journey. By automating complex processes, providing real-time data, and ensuring compliance, Pulley empowers businesses to manage their equity efficiently and confidently, with expert help from our team when you need it.

Talk to a Pulley expert today to learn more about how these features can support your growing company. Our team is here to help you navigate the complexities of equity management and find the solutions that best fit your needs.