Switch from Carta, save 50% on costs
Join hundreds of fast-growing companies saving thousands on cap table and equity management.
Same powerful features
Better pricing
Free migration in 3 days, not weeks
Join hundreds of fast-growing companies saving thousands on cap table and equity management.
Loved by 20,000+ companies around the world
We'll migrate your entire cap table in 48 hours. For free.
No data loss. No re-signing. No downtime. Our customer success team handles everything in 2 days, not weeks.
From first hire to IPO, we scale with you.
Don't take it from us, take it from Cake users and former Carta users who made the shift!
As a private company, you generally do not require a transfer agent unless you are about to IPO or you meet any of the following criteria:
1. Assets exceeding $10 million
2. 2,000 or more shareholders
3. 500 or more shareholders who are not accredited investors
If you do meet any of those criteria, or if you wanted to set up a transfer agent regardless, we can introduce to you our transfer agent partner who can utilise the Cake platform as your source of truth.
Yes. Just send us your cap table and our customer success team will handle it all for you! Our customers rave about how easy and helpful this process is.
We can get this done in 2-3 days. Reach out and rest assured, we have a team of experts ready to help you get onboarded easy!
