With Mantle, moving off Pulley takes a few hours, not weeks.

Export your cap table and legal documents, upload them, and Mantle's AI engine helps build your new cap table. Most founders can finish in a single sitting.

There are two ways to get it done: do it yourself with the steps below, or let Mantle's concierge team handle the whole thing.

Phase 1: Pull your data out of Pulley

Step 1: Grab your cap table export

1. Go to your Pulley Dashboard

2. Select the Download Cap Table button

3. Choose Download

Pulley's export already covers everything in one file: an Ownership tab plus a dedicated tab per instrument type (shares, options, SAFEs, convertible notes, warrants).

Step 2: Collect your legal documents

Pull every legal file sitting in your Pulley document library:

• Incorporation documents

• Stock purchase agreements

• Signed SAFEs and convertible notes

• Option plan documents

• Grant agreements

Phase 2: Bring it into Mantle

Step 3: Drop it into the Mantle Data Room

1. Log into Mantle Equity

2. Upload your Pulley export, all PDF agreements, and a screenshot of your current vesting schedule templates on Pulley

3. Let Mantle Clerk take it from there

   
   

Step 4: Review and confirm

With your cap table built, review it closely before you cancel your Pulley subscription. If legal counsel is part of your process, this is the right moment to loop them in.

Or skip straight to Concierge Onboarding

Paid Mantle plans come with a shortcut: skip the DIY cap table build entirely.

Follow the same steps as Phase 1, and the Mantle concierge team will build out the entire cap table on Mantle for you. Standard cap tables typically wrap up in 1-5 business days, but could take longer depending on the complexity of the cap table and completeness of documents provided.

What comes back is a completed, audited cap table, with any issues flagged for your review.

FAQ

Do my stakeholders get notified while this is happening? No. Nothing reaches them until you actually invite them into your new Mantle workspace. The migration itself happens entirely behind the scenes.

My cap table has complex instruments, like SAFEs, multiple share classes, or early exercises. Can Mantle handle that? Yes, that's precisely what the legal document upload is for. Anything the AI can't map with confidence gets flagged for you to review rather than guessed at silently.

Can Pulley and Mantle run at the same time while I migrate? Yes. Pulley stays fully active and unchanged the entire time. Nothing there gets touched, edited, or removed.

Does my transaction history come along too? Yes, all of it: cancelled grants, terminated stakeholders, exercised options, past transfers. You get the full history, not a snapshot of where things stand today.

Is a paid plan required to migrate? Not for the self-serve path, that works on any plan. Concierge onboarding is reserved for paid plans.

Have a question mid-migration? Mantle's Support Team is a real person away.