Pulley customers
Considering Altshare as your next equity platform?
Use your current Pulley setup as a requirements inventory. Write down the securities, reports, employee actions, and historical records you need to carry forward. Then ask Altshare to confirm how each item will be handled.
Altshare describes automated adaptation of existing data in its cap table offering. That is a useful starting point for a discussion, but it does not establish that every Pulley field, attachment, or workflow transfers automatically. Altshare cap table product
Ask for an import specification, a list of exclusions, an implementation owner, a quote, and a sample reconciliation report. If your company uses unusual instruments, token arrangements, multiple entities, or jurisdiction-specific plans, put those requirements at the top of the discussion.
The decision should reflect the records you need to preserve and the operating model you want after the move.