Download your Pulley records now and review the new provider’s terms before signing. Opting in to Carta’s Pulley transition offer by November 30 does not start the price-matched year or commit you to migrate. Pulley says Carta’s new agreement and first full year at your current Pulley price begin when you sign, not when you opt in or complete the migration. Read Pulley’s shutdown FAQ and review the agreement itself before signing.
Four different milestones, four different decisions
| Milestone | Date or timing | What it means for you |
|---|---|---|
| Opt in to the Carta offer | November 30, 2026 deadline | Opt in by this date to qualify for the transition offer. Pulley says opting in is not a commitment to migrate. |
| Receive and sign a Carta agreement | Agreement due within two weeks of arrival | Review the agreement and its terms. Pulley says the agreement and Year 1 price begin when you sign—not when you opt in or when migration completes. |
| Pulley operations and support end | December 8, 2026 | Pulley says its operations and support end. Do not assume that limited access after this date means support continues. |
| Limited Pulley data access ends | January 31, 2027 | Pulley says limited access ends. Download your company’s files before relying on continued access. |
Pulley says customers signing up after November 30 have no guaranteed preferential pricing or credits and will not receive Pulley’s migration assistance. Its FAQ does not say the Carta agreement must be signed by November 30: it says the agreement is due within two weeks after it arrives. The date you actually sign is the important one for the stated start of Carta’s first year.
A fictional example of the timing
Suppose fictional Northwind AI opts in on November 20, receives its agreement on November 26, and signs on December 2. Under Pulley’s stated terms, opting in on November 20 does not start the price-matched year. The agreement-signing terms—not the opt-in date or migration-completion date—determine when that year begins. The actual agreement controls Northwind AI’s contractual obligations and dates. Signing on December 2 leaves six calendar days before December 8; Northwind AI should confirm its migration window and keep its own exports rather than assume those six days are enough.
Opt-in, contract signature, shutdown and the end of limited access are separate milestones.
Decide whether the managed transition fits
Capable publishes this guide and offers its own migration service. Carta’s offer may suit a company that wants the transition arranged through Pulley’s named partner. Choosing a different provider means arranging that move separately and using your own exports: Pulley says it will not assist a migration to another provider. Neither route is automatically right for every company.
| Decision factor | Carta transition | Different provider |
|---|---|---|
| Transition process | Pulley says Carta handles the technical migration with tools and specialist support after you opt in and sign a new agreement. | Plan to obtain your files and follow the new provider’s migration process. Pulley says it cannot assist a move to another provider. |
| First-year price | Pulley says current Pulley pricing is honored for the first full year and unused prepaid Pulley time is credited. Review the agreement for the actual terms. | Pricing, billing, and any migration assistance depend on the provider you choose. Compare the written terms rather than assuming they match Pulley’s offer. |
| Later pricing and billing | The match is for the first year; ask Carta for the renewal price in writing. Pulley says monthly Pulley subscribers must choose quarterly or annual billing. | Ask about renewal pricing and billing frequency before committing. For example, Capable publishes monthly and annual plans and says it holds the price while the subscription remains active. |
| Your control over the move | You opt in, then decide whether to sign Carta’s agreement. The migration follows the agreement. | You choose another destination, but should secure and review the source files yourself. Capable’s migration page describes self-serve import and a free done-for-you option. |
For a closer look at the transition terms and trade-offs, see our Pulley vs Carta comparison. To compare other options, read the Pulley alternatives guide.
Export your records while you can access Pulley
Keep a copy outside Pulley even if you opt in to Carta. The files give your company an independent record and help if you need to answer questions later. Store them somewhere your team and counsel can reach. Pulley’s data export guide describes the separate workbook, data-room, certificate and report downloads.
- Cap table workbook: In Pulley, use Dashboard → Download Cap Table → Download. Pulley’s download help article also describes the Cap Table and Reports routes, including how to export as of a specific date.
- Stakeholders report: For Capable’s self-serve route, download Reports → Stakeholders as a workbook, as its migration page specifies. This is separate from Pulley’s Stakeholders contact CSV, downloaded from Stakeholders → Actions → Download Stakeholders. Keep both records, and use the two workbooks for the documented Capable import.
- Data-room ZIP: Go to Company → Data Room → Download All. This is separate from the cap table workbook and includes company documents available in the data room.
- Certificates: Certificates are separate from the data-room ZIP. Go to Certificates → Download All Certificates and save the certificate files with the other records.
Two files are enough to start Capable’s import review: the cap table workbook and Stakeholders report workbook. Keep the data-room ZIP, certificates, contact CSV and reports for your archive and supporting checks; collecting those does not need to delay a test import. Check the full records before relying on the migrated cap table.
This is the core download set, not an exhaustive archive. Pulley’s export guide also lists Granted Securities, Vesting Details, Exercised Options and Cancelled Securities reports. Save the reports your finance or legal team needs for its historical record.
The fictional Northwind AI demo below compares the exported holdings with Capable’s computed holdings. Every displayed row matches to the share. This shows the import review screen, not proof that a real company’s complete migration has been verified.
Capable’s fictional Northwind AI demo compares exported and computed holdings, which match to the share. The screen uses fictional Northwind AI demo data.
For upload and reconciliation details, see the step-by-step migration guide.