Who can access my cap table and can I control permissions?

Four permission levels exist: View Only, Edit, Admin, and Account Owner. Only Account Owners can invite users, remove access, and manage permission levels.

The cap table for growing startups

Founder-first, employee-centric, investor-ready. Manage your cap table, issue equity, all in one place.

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5-star Rating

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

Trusted by investors, attorneys, and startup experts

"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

Everything you need in a cap table software

Gets you started now

Create, track, and transfer shares with a few clicks. No finance degree required.

Grows with you

From basic share tracking to detailed reporting, we've got you covered at every stage.

Delights investors

Give them private access to their holdings, updates and docs. No more back-and-forth emails.

Powerful features that simplify cap table management

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.

10x your productivity with an intuitive cap table software

Cake turns your cap table to a powerful asset to help you effectively raise funds, save money and hours of back and forth with lawyers, and 10x your productivity.

Save time. Automate tedious cap table math and document generation that would otherwise consume hours of your week.

Reduce errors. Eliminate the risk of errors and version-control issues that plague spreadsheet-based cap table.

Improve investor relations. Give investors the transparency they want with professional reports and real time access options.

Scale smoothly. Built to scale as your company grows, from first round and beyond.

Make the most out of your equity with cap table best practices

We’ve worked with thousands of founders, VCs, and lawyers globally to build a platform that makes it easy for startups around the world to leverage the power of equity.

Maintain compliance globally

Access our global network of startup equity experts and legal partners

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

Switch to Cake View pricing

Day 1

Drop your docs

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.

FAQs on cap table management

Need help? Visit the Help center

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.

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.

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.

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.

Does Cake 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.