Your Pulley-to-Carta migration plan

Begin with the transition instructions in your Pulley account. Request a written summary of offer eligibility, covered work, exclusions, and ongoing terms. Use the universal checklist to manage company-side responsibilities alongside the provider’s implementation process.

Before data transfer, ask Carta

• Which exports, documents, and historical events are required?
• What will transfer through the agreed process, and what needs manual work?
• Will current signatures, exercises, or other unfinished workflows need to be completed or restarted?
• Who produces the reconciliation report, and who approves it?
• How are errors corrected before stakeholder access is enabled?
• What are the subscription and service costs after any initial offer?

Your company should retain the original files, review a representative import, reconcile the final data, and approve the handover. Confirm all account-specific steps with the implementation team.