Moving from Pulley to Carta: what to confirm first

This is a transition decision for existing customers. See the current transition notice for Pulley’s stated arrangements with Carta and check your account for any available offer.

Before accepting, ask for the exact account-level commercial terms, the supported records, the migration owner, and the expected review process. Establish whether documents, historical events, and outstanding workflows are included. Ask how unresolved records will be handled and how you will approve the imported data.

A transition offer can affect the cost of moving, but it does not answer every operational question. Compare the ongoing contract, renewal terms, reporting needs, and employee experience before deciding.