Qapita Offers Pulley Customers Matched Pricing and Free Migration

If you have been keeping an eye on the tech startup ecosystem lately, you might have noticed a sudden wave of anxiety among founders, finance teams, and equity managers. Pulley recently announced plans to wind down its platform operations and establish Carta as its exclusive migration partner. For thousands of fast-growing startups using Pulley to manage their equity, stock options, and ownership records, the news hit like a sudden curveball.

Adding to the pressure, companies face a November 30, 2026 opt-in deadline under Pulley’s transition timeline. Miss that cutoff, and startups lose out on assisted transition support and guaranteed pricing. Beyond that, founders are given just two weeks to sign off on agreement contracts. It is no surprise that many founders feel backed into a corner, wondering if they are forced into an expensive, rushed transition.

However, equity data isn’t trapped inside a single ecosystem. You don’t have to follow an enforced default path simply because messaging implies it’s the only door open.

Enter Qapita. Stepping in with a founder-friendly solution, Qapita has announced a dedicated transition offer for affected teams. Specifically, switching from Pulley to Qapita means customers get matched pricing and free migration. This gives early-stage and scaling companies an affordable, stress-free alternative without rigid lock-ins.

Let’s unpack why this transition is creating noise, what Qapita’s offer actually entails, and how founders can navigate this shift without breaking their budgets or losing sleep.

What Is Driving the Migration Rush?

Cap tables (the ledger showing who owns what percentage of a company, from co-founders to angel investors) are the financial backbone of every startup. When a cap table platform sunsets its services, it’s not as simple as swapping out an email marketing tool or a team chat app. Equity data involves legal contracts, vesting schedules, 409A valuations, and tax forms.

Pulley’s winding-down announcement pushed many founders into action. But the rigid two-week decision window left many startup leaders asking: Why the rush?

When startups feel forced into quick migrations, they risk inheriting higher software fees or agreeing to contracts with hidden renewal price hikes down the road. For early-stage companies trying to extend their runway, software costs matter immensely.

What Does Qapita’s Matched Pricing and Free Migration Mean?

To relieve the pressure on founders, Qapita designed an offer specifically structured to eliminate both financial risk and operational headache.

1. Matched Pricing (or Better): Software migrations are almost always accompanied by unexpected costs. However, according to Qapita’s Price Match Promise, all you have to do is present your existing invoice for Pulley. Qapita will either match your cost or offer their standard transparent rate, whichever happens to be lower. You won’t encounter any unexpected cost increase during renewal.
2. Zero-Cost, White-Glove Onboarding: Moving cap tables manually takes dozens of hours of tedious spreadsheet work. Qapita’s onboarding specialists handle the data extraction, formatting, and platform setup end-to-end at zero cost. You don’t need Pulley’s team to assist you; Qapita manages the transition while your team stays focused on running the business.
3. Complimentary Cap Table Health Check: Migration is more than the process of transferring data. It is a chance to correct errors that might exist. As part of the migration process, Qapita runs every account through an automated Health Check Tool to detect any data discrepancies, missing grant dates, or unallocated pool numbers. In turn, this results in you having a more auditable cap table.

Why Qapita Is the Right Platform for This

Matched pricing and free migration only matter if the platform behind them is actually reliable, and that track record is easy to check independently. Qapita is rated 4.6/5 on G2 across 350+ reviews (the highest review volume), which makes it the most reviewed and most popular Equity Management Software on G2, much ahead of Carta’s ratings and review count. It’s recognized as a Leader in Equity Management on G2 globally, and holds the #1 ranking in customer satisfaction in both the Mid-Market and Enterprise segments.

That volume comes from a harder customer base than most competitors see: roughly half of Qapita’s G2 reviews come from mid-market companies and about a quarter from enterprise – organizations with multiple share classes, subsidiaries, audits, and hundreds of stakeholders. If the platform holds up under that level of complexity, it comfortably handles the simpler structure of an early-stage or mid-sized startup.

Reviewers consistently point to two things: implementation support during migration, and responsiveness afterward. A number of these reviews are from teams who migrated from Carta specifically, describing hands-on onboarding through discovery, data migration, validation, and go-live.

On the institutional side, Qapita is backed by Charles Schwab, Citi, and MassMutual, and serves 3,000+ companies across 30+ countries, including 60+ unicorns. It’s SOC 1 and SOC 2 certified and GDPR compliant, with a public trust center documenting its security posture.

What You Get Once You’re on Qapita

Qapita enables startups to keep their equity record fundraise-ready from day one. In addition to just cap table management, some features offered by the platform include:

• Audit-Defensible 409A Valuations: Independent valuations delivered quickly by qualified financial analysts, ensuring compliance with IRS rules for option pricing.
• ASC 718 Expense Reporting: Automated financial reporting that keeps auditors happy without requiring custom spreadsheet modeling.
• Employee Portals & Equity Payslips: Tools that give team members real-time visibility into their vested options and grant values, helping build trust and boost employee retention.

How to Switch Steps Without Causing Friction

If you are presently using Pulley and planning your next step, do not panic and make hasty decisions. Below is a simple guide on how to make this move hassle-free:

• Export Your Current Records: Download your cap table, stakeholder ledger, convertible notes, and option grant agreements. Export them in CSV or PDF formats. The information is yours, and not the platform’s.
• Evaluate Platform Options Transparently: Don’t settle for unlisted quote-based fees or hidden add-on costs. Look for platforms with transparent, fixed pricing tiers that match your startup’s stage.
• Hand Off the Migration: Once you choose a destination, let dedicated onboarding specialists do the heavy lifting. Review the audited data, sign off on the imported records, and invite your investors and employees into their new portal.

Taking Control of Your Equity Data

Forced software transitions are rarely fun, but they don’t have to be stressful or expensive. By offering matched pricing, free fully managed onboarding, and built-in cap table health checks, Qapita gives founders a clear, reliable path forward.

You built your company on your own terms. Your equity management platform should fit your startup’s needs and budget, not the other way around.