Cap table, in order.

Team, in the loop.

Manage your cap table, equity, and ownership in one place. Built for startups raising capital and scaling with confidence.
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Cap table · Live view Alerts
SR
Sarah R.
42%
TK
Tom K.
38%
Seed round
20%
Let's get your 409A valuation rolling! Renew before your next option grant to stay IRS-compliant. We can start the process today.
"It was delightful! Great service from the Cake team."
Hope H.
Co-founder, Lemonlight
"Migration is easy, feedback is great, investor adoption is high."
Aditya H.
Co-founder, KIC Venutres
Colleen B
Cake makes Equity simple, clear, and employee-friendly (cool admin tools at a great value!)
Jeffrey W
The ease of use of the platform and functionality is what I like best.
Ashanti Abdullah
Simple, transparent, and built for founders
Christoph D.
absolute painless and very fast
Samuel W.
Great customer support!
Ray T.
The system is easier to use than Carta.
Christopher W.
Clean platform

Ranked #1 on G2 for ease of use and customer satisfaction

Powerful tools to fast-track growth

Built-in equity compliance

Never miss a deadline. Stay on top of your equity requirements.
  • Get 409A valuations to stay IRS-compliant and audit-ready
  • Maximise tax savings with QSBS tracking (NEW)
  • Simplify equity reporting with ASC 718
  • File 83(b) elections and Form 3921 without the admin headache
  • Streamlined capital raise

    Track every dollar of your raise. Stay on top of your SAFEs and notes, and keep your stakeholders aligned.
    • Track SAFEs so nothing gets missed as your round grows
    • Manage convertible notes alongside your full funding history
    • Keep investors aligned with dedicated Investor Relations tools

    Built for every stakeholder. Clear to everyone.

    From the founder closing a round, to the investor tracking their portfolio, to the employee checking the value of their options — everyone gets the clarity they need.

    Run your cap table like you run your company, with full control.

    Manage your equity, model your rounds, and answer any cap table question in any room, without scrambling.

    Keep investors informed and confident between rounds.

    Clean cap tables, up-to-date records, and compliance docs that make due diligence fast and friction-free.

    Keep your team excited about equity, not confused by it.

    Keep your team motivated with equity they can see, track, and actually look forward to.

    Trusted by investors, attorneys, and startup experts

    Migrate with confidence. Every historical transaction exactly as it was.

    Your SAFEs, option grants, vesting schedules, and 409A history — all of it transfers. We verify every row before you go live.
    SAFEs and convertibles
    Equity grants
    Vesting schedules
    409A history
    Share transaction history
    1
    Upload your cap table export
    2
    Row-by-row verification — we flag anything that doesn't match
    3
    Go live when you're confident. Not before.
    ISO 27001 Certified
    Bank-level encryption

    See why founders and execs are switching to Cake

    Don't take it from us, take it from them.
    "We were paying a premium for Carta without really using the platform much. It felt like an expensive, oversized solution for what we actually needed."
    Hope Horner
    Co-founder & CEO
    ,
    Lemonlight
    "Cake gave us the structure and trust to show that we are serious about making every Elnora team member a true owner while delivering on our mission."
    Carmen Kivisild
    Co-founder & CEO
    ,
    Elnora AI
    "I experienced our fastest intro to money in the bank ever. From email intro, to Zoom call, to sending our SAFE note from Cake, to signing and $100k wired to our bank account in 4 days."
    Josh Marris
    Co-founder & CEO
    ,
    Chip'd
    "Cake is a game-changer in helping us manage complexity at scale. We'd recommend it to any fund, startup, or founder who wants to focus on building value, not wrestling with spreadsheets."
    Leesa Soulodre
    Founding Partner
    ,
    R3i Capital
    "I was a former Carta user. Happy to have left them! It has been seamless, and even the few times we needed support, Cake is there for us! Customer success is great and we feel supported throughout."
    Joe Gagnon
    Co-founder & CEO
    ,
    Raynmaker.ai

    Join over 20,000+ companies managing their equity through Cake

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    A team that cares

    We're founders too. We've sat across the table from investors, stress-tested the same cap table questions, and wished someone had just built this properly.
    Britt de Visser
    Account Manager · Los Angeles
    Lou Rodriguez
    Customer Success
    Garrison Gowens
    Partnerships · Los Angeles

    Curious?

    Free to set up. No sales call required. See exactly what Cake looks like with your company before you pay anything.
    Get started

    The intuitive equity platform for fast-growing startups

    All-in-one system that lets you offer equity, plan your fundraising, and manage shareholders. Fast track your growth with Cake's cap table, equity templates, 409A, and scalable equity solutions.
    Offer equity in minutes
    Keep cap table clean
    Motivate your team
    5-star Rating

    Ranked #1 on G2 for ease of use and customer satisfaction

    Powerful tools to fast-track growth

    Simulate capital raise and model scenarios

    Model scenarios and see how new investment rounds will impact ownership. Use Cake’s modeling and reporting tools, audit-proof valuations, and benchmark calculators to confidently plan for the future.

    "Cake's feature set is exactly what we needed as a startup getting off the ground with an equity raise for the first time."
    GAVIN BALLARD
    Founder & CEO

    Automated contract management

    Offer equity grant to your team, anywhere in the world. Automate offer letters, set up vesting conditions, manage contract signing, all in one place!

    "We’re trying to issue options out to 150 people every year.. Trying to get people's signatures and just all of the admin around that — who's signed, who hasn't signed, trying to keep track. With Cake, all that confusion is a thing of the past."
    DARIUS COVENEY
    COO/CFO of Fluent Commerce

    Easy and transparent employee portfolio

    Onboard fast, and communicate with your employees the value of their equity. They immediately get access to a team app and see the value of their equity in real time.

    "I just found it so easy to just log in, click a couple of buttons, send the email to my employees, they sign it, and then it (stock options) is sorted. It's nice when I onboard someone, log in, send them a link and it's sorted very quickly."
    AJAY PRAKASH
    CEO of Entry level

    Trusted by investors, attorneys, and startup experts

    "As a US attorney, our partnership with Cake has been invaluable in guiding clients through cap tables and equity incentive plans seamlessly."
    "Cake's innovative solutions are dedicated to simplifying equity resulting in a streamlined process for US attorneys, offering an efficient platform for managing equity matters. Their team's expertise and responsiveness make them a trusted partner in ensuring seamless transactions. I wholeheartedly recommend Cake Equity for your equity needs."
    MATT SECRIST, Partner at Taft Law

    The "old way" of managing equity is costing you time and money

    Many startups are locked into expensive equity platforms that hold their data hostage, paying skyrocketing fees while waiting weeks for basic support tasks like cap table uploads. Don't be stuck in multi-year contracts with platforms that excel at sales demos but disappear when you need help.

    Old way

    Hidden fees and unannounced price hikes that break your budget
    Time-consuming demo-cycles and data migration
    Support team that vanishes post-sale
    Complicated legacy systems with steep learning curves
    Static grants collecting dust

    The Cake way

    Upfront , startup-friendly pricing — no hidden fees or surprise price hikes
    Self-serve simplicity — launch your free account within minutes
    Real humans, not bots — customer success team that cares
    Easy, intuitive platform — simple but powerful feature set that scales with you
    Built to motivate and engage — from grant to exit
    Get started

    The "new way" puts you in the driver seat, the way it should be

    Don't waste another minute. Turn old, complex equity management into a powerful, motivational tool.

    Predictable pricing, no surprises

    See all costs upfront and budget with confidence. No hidden fees, no surprise annual increases, no 2-3 year locked-in periods.

    Self-serve in minutes, not weeks

    Upload your cap table data, customize your setup, and go live instantly, saving you time and money. And yes, help is available when you're stuck!

    Support team that cares

    We're here before, during, and long after onboarding. Unlike others, we don't make you waste time chasing answers, we are easily accessible and respond fast.  

    Simple interface, powerful features

    A platform so intuitive, everyone gets it instantly, no time wasted. Smart features that evolve with your needs, not against them.

    Equity platform teams love to use

    Help your team understand and celebrate their ownership with milestone tracking, communication tools, and real-time value updates.

    Get started

    See why users are switching to Cake

    "We were paying a premium for Carta without really using the platform much. It felt like an expensive, oversized solution for what we actually needed."

    Hope Horner
    Co-founder & CEO
    Read story

    Everything you need from a cap table software, and more

    Make informed financial decisions, from raise to exit

    Model future scenarios and see how new investment rounds will impact ownership. Cake’s modeling and reporting tools, audit-proof valuations, and benchmark calculators to plan for the future.

    Accurately model scenarios and dilution to simulate funding rounds and exits
    All documents you need for your next raise in one place — SAFEs, convertibles
    Add on valuations, 409A, HMRC, NTA as needed

    Automate your equity plans so you can focus on growing your company

    Run your equity programs on autopilot. Make it easy for your team to issue and manage equity grants to employees, advisors, and investors!

    Offer NSO, RSU, RSA, depending on your requirements
    Use our lawyer-approved equity agreement templates, or upload your own
    20,000+
    Companies on Cake
    200,000+
    Stakeholders

    Effortless migration, fast onboarding

    Cake takes the hassle out of migrating your cap table from another platform. Our intuitive software and our onboarding team ensures a seamless transition, for FREE.
    FREE migration
    Personalized support
    Transparent pricing
    Learn moreLearn more

    What Cake users are saying

    "The best platform for managing equity and stock options for startups."
    Templated agreements, easy-to-digest dashboards and simple communication methods make issuing stock, offering options and managing shareholders simple. Also, there is excellent chat-based support from real people!
    Sharon Hunneybell
    Co-Founder,
    The GC Innovation Hub
    "Solid functionality and a super responsive team!"
    Cake's feature set is exactly what we needed as a startup getting off the ground with an equity raise and an employee ESOP for the first time. Since then, it's grown alongside us and the feature set has developed.

    We've always gotten great support from the team as well! I can't even imagine how we'd do what Cake does... it's a clear time saver.
    Gavin Ballard
    CEO, Disco Labs
    "Easy to use, saves lots of time, great service!"
    This is the simplest platform to use, it takes minutes to go from nothing to a fully working portal for employees to see their share certificates, vesting schedules, and the dollar value of the equity they have in our company.
    Jared Lewandowski
    Head of Product Design, IQVIA
    "Easy to use, saves lots of time, great service!"
    It takes everything hard and complex and makes it easy and simple. We had an ESOP and a SAFE round and both were managed on Cake.

    Great tools and content and if you ever get stuck, then they respond quickly with good support. The cap table tools are getting better and better too which is useful.
    Mick Liubinskas
    CEO, Climate Salad
    "The feedback from my startup network is consistent. Cake is easier to use than its competitors!"
    The platform is straightforward and intuitive, making ESOP and Cap Table management much easier. Throughout the months that we've been using it, I've also seen so many rapid improvements/new features that have made the platform even better! The Customer Success team provides exceptional support!
    Aryan Motevali
    Ops, Inventia Life Science
    "With Cake, all confusion is a thing of the past."
    We’re trying to issue options out to 150 people every year, we had that through spreadsheets and a Word document merged into PDFs. And then trying to get people's signatures and just all of the admin around that — who's signed, who hasn't signed, trying to keep track. With Cake, all that confusion is a thing of the past.
    Darius Coveney
    COO/CFO, Fluent Commerce
    "Thanks for a genuinely great product that helps make what we do easier."
    Issuing stock options sounds bloody complex so it’s good to be able to simplify it. Thanks for a genuinely great product that helps make what we do easier. Really appreciative of it.
    MIchael Fox
    Co-Founder, Fable Food
    "It's so much easier to do it on Cake!"
    We spent thousands and thousands of dollars on lawyers to keep all this information current in the last system and that was just on top of how much it already costs for just the subscription of the last system. It's so much easier to do it on Cake.
    Rachel Obenshain
    Co-Founder, Xeni
    "Our cap table in Cake is our source of truth."
    The cap table that we have in Cake is our source of truth. That's the tool that we use on a day-to-day basis. At Vow, every employee receives an option grant, and Cake becomes a very easy one-stop shop where we can go and because we have the day-to-day processes in place, then we can very easily go and download what the cap table looks like.
    Ellen Dinsmoor
    COO, Vow
    "I just found it very easy.. and very pretty!"
    I just found it so easy to just log in, click a couple of buttons, send the email to my employees, they sign it, and then it (stock options) is sorted. Whenever someone asks me a question about a cap table or something, I just log into Cake and look… it's very pretty.
    Ajay Prakash
    CEO, EntryLevel