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.
Give your best hires real skin in the game. When their ambitions line up with your business goals, they stop showing up like employees and start showing up like owners — with vesting, agreements, and pay benchmarked to win, all done in minutes.
Send equity grants and offer letters, in minutes
Plan Rules and Offer Letters, built from templates, e-signed and stored in platform.
Benchmark offers for fair value
Compare equity offers against market data so packages stay competitive and fair.
Never miss a vesting milestone
Automate vesting conditions so that and no equity milestone is forgotten.
Create an ownership mindset
Keep equity working long after the offer is signed. Tie equity to real achievements, always keep enough in the pool to reward your best people, and make sure everyone knows and understands the value of their work.
Reward real achievements, not just tenure
Tie vesting to real achievements, not just time served.
Top up your option pool as you grow
Keep enough shares in reserve, always ready for the next stage of growth.
Use equity as a retention tool, the way it should
A team that understands the value of their equity is a team that stays.
Automate compliance so you can focus on driving growth
Automate the paperwork. The compliance documents that come with every grant, handled automatically so nothing slips through the cracks. Set up reminders before every due date, Generated straight from your cap table, and every document stored in one place so employees never lose track of what they signed.
Set reminders for every due date
Get notified ahead of 409A refreshes, 83(b) elections, and Form 3921 deadlines.
Generate reports from your cap table
ASC 718 expensing reports, straight-line or tranche-based, built from live cap table data.
Store every document in one place
Grant agreements and elections kept together, so employees never lose track of what they signed.
Equity management features
Equity management tools that simplify complex workflows
Each tool built to make granting equity incentives reliable and seamless.
Stock options
Grant ISO and NSO with built-in vesting, plan rules, and offer letters.
Real feedback from companies managing equity incentives on Cake. Read more stories
Cake makes Equity simple, clear, and employee-friendly (cool admin tools at a great value!)
Colleen Bunch
Owner/Human Resources Consultant
,
Bunch Soutions
The ease of use of the platform and functionality is what I like best.
Jeffrey Wagner
Chief Operating Officer
,
Revscale.AI
Simple, transparent, and built for founders
Ashanti Abdullah
Host
,
The Load Out
Cake Equity made equity management easy and stress-free.
Christoph Dressel
Chief Executive Officer
,
mimo.fit
Great customer support!
Samuel Woodcock
Chief Financial Officer
,
BMG360
The system is easier to use than Carta.
Ray Thompson
Head of Operations
,
Gloo
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.
Cake supports stock options (ISO and NSO), restricted stocks (RSU and RSA), and warrants. ISOs are available for employees only; NSOs can be granted to employees, advisors, and contractors. All instrument types are tracked in your cap table automatically.
02
What equity instruments does Cake Equity 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.
03
Can Cake automate vesting schedules and grant agreements?
Yes. Cake automates cliffs, vesting schedules, milestones, and pauses without manual work. Grant agreements and option plan documents are generated from built-in templates, with e-signing and board approvals handled in the platform. Free legal templates are included for US C-Corps on Growth and Pro plans.
04
Can employees see their own equity in Cake?
Yes. Cake includes a separate employee app — distinct from the cap table — where employees can view their vesting progress, equity value, and exercise opportunities. Employees can also set a personal equity goal (home, car, college fund) and track their progress over time.
05
Does Cake Equity handle compliance for equity incentives?
Yes. 409A valuations (completed within 3 business days) sync automatically to strike prices and are available as an add-on on any plan, or included in Pro. ASC 718 stock-based compensation reporting — supporting both straight-line and tranche-based recognition — is available on Pro plans, with IFRS 2 support for non-US companies.
