Built for every stakeholder around the equity table: founders, investors, employees, legal. Clean data, real-time access, and the confidence to make equity decisions fast.
Your cap table should be a strategic asset, not a spreadsheet headache. Cake's cap table software transforms equity management into a clear, collaborative process that supports your company at every stage.
Set up ownership right from day one: track founder vesting, reflect every new hire's grant automatically, and keep contracts and audit history centralized in a single record.
Set up your cap table
Migrate from a spreadsheet or from another platform with full migration support.
Get ownership right from day one
Issue shares to founders, advisors, and early investors with confidence.
Never lose important documents
Store every document and keep a full audit trail.
Streamline complex workflows
As the cap table gets more complex, model dilution before your next round, keep a compliance-ready record without extra work, and give investors the approvals, warrants, and real-time access that keep them confident.
Maintain a clean cap table, always
Keep your cap table ready for compliance and diligence.
Prepare for your next round with confidence
Model dilution and SAFE conversions in real time.
Keep investors invested
Manage approvals, warrants, and real-time access in one place.
Scale with confidence
Handle every share class through Series A, B, and C, generate the point-in-time reports diligence requires, and keep the account protected with enterprise-grade security as the stakes get higher.
Track every share class
See every class, stock options, SAFEs, and SPVs in one table.
Be audit-ready at any stage
Generate ASC 718, compliance, and financial reports for Series A, B, and C.
Stay secure as the stakes get higher
Protect your account with MFA and managed migration.
Product tour
See Cake in action
Cake's quick and easy core features in under 5 minutes
"The cap table we have in Cake is our single source of truth. It's a 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. The cap table that we have in Cake is our source of truth. It's the tool we use on a day-to-day basis."
ELLEN DINSMOOR, COO at Vow
Effortless migration, done for you.
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.
Upload your cap table, SAFEs, grants, and any existing equity documents to Cake.
Simple cap table? DIY and your cap table is live in minutes! Migrating from Carta or managing complex equity structures? We handle the migration for you.
Day 1-2
Sit back and relax
We verify every row and flag what doesn't look right
Day 3
Review and power-up call
A 30-min walkthrough with your dedicated onboarding lead.
Day 4+
Go live with confidence
Invite your team and investors. We stay on standby.
How long does it take to set up a cap table in Cake?
You can get started in minutes for free. If you're migrating from an existing platform, Cake's onboarding team handles the transfer for you. The full process typically takes less than one week at no cost, and is available on any paid plan.
02
Can I migrate my existing cap table to Cake?
Yes. Cake offers free migration from any platform, including Carta and spreadsheets. If you have a simple cap table, you can upload it yourself and go live within minutes. If you're migrating from another platform or you have a complex equity structure, Cake's team migrates your cap table for you in 2-3 business days. You finish with a power-up call to review the setup.
03
What equity instruments does Cake support?
Cake supports common and preferred shares, stock options (ISO and NSO), restricted stocks (RSU and RSA), SAFEs, convertible notes, and warrants, all tracked in a single cap table.
04
Can I control who gets to access my cap table?
Yes. Cake has four permission levels: View Only (read access), Edit (can make changes), Admin (full edit plus billing access), and Account Owner (full control including user management). Only Account Owners can invite or remove users and change permission levels.
05
Does Cake Equity scale as my company grows?
Yes. Cake is designed to scale from basic share tracking at pre-seed through to complex multi-round structures at Series C and beyond. Handling scenario modeling, compliance reporting, and investor communications as your cap table grows.
