Set compliance up right from day one: centralize valuations, board consents, and agreements alongside your data, track every change automatically, and generate the reports stakeholders ask for on demand.
Centralize compliance documents
Valuations, board consents, plan docs, and agreements, stored alongside the data they support.
Track every change automatically
A full audit trail shows what changed, when, and by whom.
Generate reports on demand
Compliance summaries stakeholders ask for most, ready whenever you need them.
Streamline every compliance event
As compliance events come up, keep 409A valuations current and synced to your cap table, track QSBS eligibility before investors ask, and file 83(b) elections on time with reminders that don't let anything slip.
Keep 409A valuations current
Fair market value and strike prices stay defensible and synced to your cap table.
Track QSBS eligibility
Prepare attestation letters before investors or acquirers ask.
File 83(b) elections on time
Reminders and supporting documents kept in the right place, so nothing slips through.
Stay ready as the stakes get higher
As the stakes get higher, generate ASC 718 reports straight from live cap table data, file Form 3921 without the year-end scramble, and share accurate records the moment diligence hits.
Generate ASC 718 automatically
Straight-line or tranche-based recognition, built from live cap table data.
File Form 3921 without the scramble
ISO exercise records generated and easy to retrieve at tax time.
Be ready always for any due diligence
Share accurate records quickly, without digging through email threads.
Equity compliance features
Compliance essentials, built-in
409A Valuation
Stay aligned on fair market value (FMV) and keep your option pricing defensible for U.S. compliance.
83(b) reminders and form access are available on Build and Team plans. 409A valuation can be added on Build Plan, and included on Team plan. ASC 718 reporting and Form 3921 generation are Pro-only. QSBS attestation is available as an add-on across all paid tiers.
Cake delivers 409A valuations within 3 business days. Each valuation includes a 1:1 consultation with an expert and post-report support. The process is initiated directly from your Cake account.
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Does Cake support ASC 718 stock-based compensation reporting?
Yes. Cake generates ASC 718 reports using real grant and vesting data from your cap table. You can choose straight-line or tranche-based expense recognition, set monthly, quarterly, or annual reporting periods, and export audit-ready CSV files.
