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AI for Investors

Pulley — AI for Investment, Venture Capital & Trading

Manage portfolio company cap tables, model fundraising rounds, and prepare for liquidity events with a founder-focused equity platform.

Built for founders and finance leaders, it streamlines equity management from seed to scale, ensuring accuracy and compliance.

Best forAI for Investors
DifferentiatorTransparent pricing and a founder-centric UI, unlike multi-sided competitors.
ProofTrusted by thousands of companies; SOC 2 Type II compliant.
Explore Pulley
Pro from$1200/year
8.8 Zekai
Founder-Focused Cap Table
AI for Investment, Venture Capital & Trading
Ease of Use
8.8
Accuracy
9.0
Value
9.0
Time Saving
8.2
Thousands of companiesUsers
8.8/10Zekai Score
Cap Table MgmtScenario Modeling409A ValuationsCompliance ReportingToken Equity
📊 Independently reviewed and scored. How we score →
✍️ Reviewed by Zekai Editorial Team · Updated August 7, 2026
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Zekai Verdict

What is it?
Pulley is a cap table management platform designed for VCs, private equity professionals, and finance leaders.
Best for
Best for VCs and finance leaders managing equity for early-stage to growth-stage companies, especially those who…
Not ideal for
Explicitly less focused on serving VCs and law firms directly compared to competitors.
Price
$1200/year
Zekai Score
8.8/10
Visit official site ↗Compare alternatives →Why this score →
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Hand-scored by Zekai

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⚡ Quick answer

For Investment, Venture Capital & Trading, Pulley is a top choice for cap table management, particularly for firms prioritizing transparency and a modern UI. It provides robust tools for modeling fundraising rounds, managing complex equity and token structures, and generating audit-ready compliance reports (ASC 718), making it a powerful alternative to platforms like Carta.

CategoryCap Table Management
Best ForVCs and finance leaders managing early-to-growth stage portfolios.
Price From$1,200/year
FreeFree trial available
DifferentiatorTransparent pricing and a founder-centric UI, unlike multi-sided competitors.
ProofTrusted by thousands of companies; SOC 2 Type II compliant.
Rating8.8/10
📖 About Pulley
Real Impact

Before & After

❌ Before

Managing portfolio cap tables on error-prone spreadsheets.

Days spent on manual reporting
✅ After

Centralized, real-time source of truth for all equity data.

Audit-ready reports on demand
Prompt Templates

Try it with these prompts

Copy any prompt and paste it directly into the tool.

Model Fundraising Scenarios

Help me model my next funding round using Pulley. I need to explore dilution, SAFEs, and potential exit scenarios to understand the impact on ownership. Provide a clear plan for investor meetings.

Manage Cap Table Complexity

I need to manage my company's cap table from seed to scale. Pulley should provide tools to handle equity and tokens in one platform, ensuring accuracy and compliance as we grow.

Prepare for Liquidity Events

Assist me in designing a secure, custom liquidity program for employees and investors using Pulley, integrated with our cap table. I want to reward the team and simplify ownership.

AI Prompts

Prompts for Investors

Prompt 01 Data Room Diligence Prompt
You are a VC analyst. I have uploaded a startup's data room, which includes their financial model, cap table, and three sample customer contracts. Review these documents and answer the following, citing the source document for each claim: 1…
Prompt 02 Ticker Snapshot & Key Metrics
Act as a financial analyst for a retail investor. I will provide a stock ticker. Your task is to provide a concise, one-page snapshot. **Ticker:** `[[Insert Ticker, e.g., AAPL]]` **Provide the following in a structured report:** 1. **Compa…
Prompt 03 10-K/10-Q Summary for Red Flags
[[Paste full text of the 10-K filing here]]
See all 19 AI prompts for Investors →
Social Proof

Trusted by Thousands of companies

Thousands of companies professionals using this tool
Ease of Use
8.8
Accuracy
9.0
Value
9.0
Time Saving
8.2

"They turned complexity into simplicity – letting us focus on building our product, not managing our cap table."

Karri S., CEO · June 2026

"We are wrapping up our financial audit. The stock based comp reporting was a snap with Pulley!"

Kent T., VP of Finance · May 2026

"Great for modeling and tracking our early-stage companies, but the platform's focus on founders means some VC-specific reporting workflows aren't as built-out as competitors."

Alex P., Fund Analyst · April 2026

"Having a source of truth for token distribution is by far the most beneficial part... Highly recommended for anyone in the crypto space."

Ari L., Advisor · March 2026
See Plans & Pricing →
Connects With

Pulley integrations

Nasdaq Private Market Major accounting systems HRIS integrations
Setup complexity: Moderate
Pulley is a cap table management platform designed for VCs, private equity professionals, and finance leaders. It provides tools for equity and token management, 409A valuations, fundraising modeling, and compliance, aiming to simplify complex ownership structures from seed stage to exit.
Comparison

Best Pulley alternatives

Pulley positions itself as the founder-friendly alternative to Carta, emphasizing a simpler UI and transparent pricing. Choose Pulley if your priority is an intuitive platform for your portfolio's finance teams to manage equity, model rounds, and maintain compliance without needing a paralegal. Opt for Carta if you require a more mature, multi-sided marketplace that deeply integrates workflows for VCs, founders, and law firms on a single platform, and you are less sensitive to its complex pricing and less focused UI.

You need a multi-sided platform with deeper, native features for law firms.
Your primary need is for a secondary market, not just cap table management.
You are extremely price-sensitive and prefer to manage with spreadsheets for as long as possible.
The decision

Is Pulley worth it?

Return on investment
By automating ASC 718 reporting and fundraising modeling, a firm on the $3,500/year Growth plan can save dozens of analyst hours and thousands in legal fees per portfolio company annually.
Built for
VCs, private equity professionals, fund managers, and finance leaders at portfolio companies who need to manage, model, and report on equity and token ownership.
Effort to adopt
Moderate
Compliance
Pulley is SOC 2 Type II audited. The platform supports GAAP and IFRS reporting standards and is GDPR compliant.
Who It's For

Why Investment, Venture Capital & Trading choose this tool

🎯
Built for
Best for VCs and finance leaders managing equity for early-stage to growth-stage companies, especially those who prioritize clear pricing and founder-friendly tools.
In-Depth Overview
For venture capital and investment professionals, Pulley streamlines portfolio oversight by replacing cumbersome spreadsheets with a single source of truth for equity data. Its key advantage is a founder-centric design and transparent pricing, a direct response to complex, multi-sided platforms like Carta. This focus results in a cleaner UI that portfolio company founders and finance teams can adopt without extensive training, reducing management overhead for the fund. Proof of its utility for investors includes powerful fundraising modeling tools to analyze dilution, SAFEs, and exit scenarios, saving significant legal fees and preventing costly mistakes. The platform is built to scale, handling sophisticated compliance like automated ASC 718 reporting for both GAAP and IFRS standards. For funds in the digital asset space, Pulley manages token cap tables, vesting schedules, and distributions. The integration with Nasdaq Private Market to facilitate liquidity events and its SOC 2 Type II compliance provide the security and end-to-end functionality required for professional fund management.

Key Use Cases

💼
Track Portfolio Company Equity Health
Venture Capital Associate
Maintain a clear, real-time view of your portfolio companies' cap tables. Use the platform to verify ownership structures and model the impact of new funding rounds on your firm's position.
Reduced due diligence overhead
📈
Automate Equity Compliance and Reporting
Portfolio Company CFO
Generate audit-ready ASC 718 reports and ensure compliance with GAAP/IFRS standards. Streamline stock-based compensation accounting and prepare for financial audits with built-in tools.
Audit-ready reports in minutes
🏦
Model Dilution and Exit Scenarios
Fund Manager
Use the waterfall analysis and scenario modeling tools to project returns across various fundraising and M&A outcomes. Make data-driven decisions on follow-on investments and exit strategies.
Improved fund return projections
✓ Pros
Transparent, fixed annual pricing model avoids unexpected costs.
Founder-centric UI is intuitive and requires less specialized training.
Strong fundraising modeling tools for dilution and exit scenarios.
Manages both traditional equity and crypto token cap tables.
SOC 2 Type II compliant, ensuring data security.
Offers concierge onboarding and expert managed services.
· Cons
Explicitly less focused on serving VCs and law firms directly compared to competitors.
Advanced features like secondary liquidity solutions are reserved for Enterprise plans.
Stakeholder limits on Startup and Growth plans may require early upgrades.
Platform is primarily founder-focused, which may mean fewer direct VC-centric features.
⚡ Editorial Verdict

Pulley is a strong contender in the cap table management space, offering a clean, founder-centric user experience and transparent pricing that directly challenges incumbents. Its strength lies in simplifying complex equity scenarios for fundraising and compliance. However, firms requiring deep, multi-sided marketplace features that cater equally to VCs and law firms may find its founder-first focus a trade-off.

See all 153 AI tools for Investors → Browse the AI Directory →
Questions & Answers

Frequently asked questions

What is the best AI cap table tool for a VC firm?

+
Pulley is a top-tier cap table management tool for VC firms, offering a clean interface and transparent pricing. It excels at modeling fundraising rounds, managing complex equity structures including tokens, and ensuring portfolio companies are audit-ready with features like ASC 718 reporting.

How can I model fundraising dilution for my portfolio companies?

+
Pulley provides a dedicated fundraising modeler that allows you to explore dilution, SAFEs, and exit scenarios. This helps you and your portfolio companies save on legal fees and enter investor meetings with a clear, data-backed plan.

Which platform simplifies equity compliance and ASC 718 reporting?

+
Pulley is built to simplify equity compliance. It offers built-in, audit-ready ASC 718 reporting that supports both GAAP and IFRS standards, along with direct integrations to major accounting systems, making financial audits significantly easier.

Is Pulley a good alternative to Carta for investment management?

+
Yes, Pulley is a strong alternative to Carta, positioning itself with a focus on founders and finance teams, simpler UI, and more transparent pricing. While Carta offers a broader multi-sided market, Pulley is often preferred for its ease of use and clear value proposition for managing portfolio company equity.

What tool helps manage both equity and token cap tables for crypto funds?

+
Pulley is designed to handle both traditional equity and crypto tokens. It allows crypto funds and their portfolio companies to manage token cap tables, automate token unlocks and vesting schedules, and track distributions, providing a single source of truth for all ownership.

How can I get an audit-ready 409A valuation for a startup?

+
Pulley offers 409A valuation services as part of its platform, particularly in its Growth and Enterprise plans. They provide fast, defensible, and audit-ready reports, streamlining a critical process for startups and their investors.

Last reviewed:

Plans & Pricing

Pulley pricing and plans

Pro
$1200/year
Growth plan includes first 40 stakeholders, 409A valuations, custom agreements, and HRIS integrations.
Start Pro Plan
Enterprise
Pricing on request
Tailored for teams and large organisations.
Contact Sales

Prices and features are updated regularly but can change at any time — always confirm on the official website. Some links on this page are affiliate links.

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Free guide

Take it with you

Getting Started with Pulley for Portfolio Management
  • Understanding the Pulley Dashboard
  • Key Differences: Pulley vs. Spreadsheets vs. Carta
  • Onboarding Your First Portfolio Company
  • Modeling a Series A Round: A Practical Example
  • Generating Your First ASC 718 Compliance Report
+4 more steps inside the guide
Send me the full guide

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About Pulley

Full Description

Pulley is a cap table management platform designed for VCs, private equity professionals, and finance leaders. It provides tools for equity and token management, 409A valuations, fundraising modeling, and compliance, aiming to simplify complex ownership structures from seed stage to exit.

Editorial Verdict

Pulley is a strong contender in the cap table management space, offering a clean, founder-centric user experience and transparent pricing that directly challenges incumbents. Its strength lies in simplifying complex equity scenarios for fundraising and compliance. However, firms requiring deep, multi-sided marketplace features that cater equally to VCs and law firms may find its founder-first focus a trade-off.

Last reviewed:
Disclaimer
Zekai is an independent AI tools directory. We are not affiliated with, endorsed by, or officially connected to Pulley unless clearly stated. All product names, logos, and brands are the property of their respective owners and are used for identification purposes only. The information on this page — including pricing, features, and availability — is general information, may have changed since our last review, and is not professional advice. Zekai Scores and verdicts are our editorial opinion. Some outbound links are affiliate links that may earn us a commission at no extra cost to you. Spotted outdated or incorrect information? Request a correction →
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