Hire and retain top talent with equity incentives

Design stock options, RSUs, and RSAs your team actually understands, with vesting, grants, and strike prices handled automatically.

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Trusted by VCs, attorneys, and finance experts

Equity management

Equity incentives for all stages of growth.

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.

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Attract and hire the right people

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.

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Restricted stocks

Offer RSU and RSA easily with custom vesting and built-in grant templetes.

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Equity benchmarking

Ensure every grant aligns with market standards with data-driven benchmarks.

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AI document scanner

Saving hours of manual document review and costly legal rework.

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Customer Love

Trusted by scaling teams

Real feedback from companies managing equity incentives on Cake. Read more reviews

We use Cake Equity to manage all aspects of our fundraising and equity, including Series financings, convertible notes, and stock options.

Jana Gendron

Controller

Vaporox

Transforming our approach to equity management from reactive to proactive.

Angus Bailey

Head of Operations

Seer Data & Analytics

Simple interface and great customer service.

Bradley Mcmillin

CFO and Founder

The McMillin Group

I've seen nothing so far that's not to like about Cake.

Mark Fabiano

CEO

Curatus

I like having template documents to ensure consistency and the scenario analysis feature.

Nick Bishop

CFO

PlasmaLeap Technologies

Even with a complex cap table, 90% of the work was done within 24 hours with minimal effort on my part.

Jon Cooper

Co-founder & CEO

Overalls

Effortless migration, done for you in as fast as 48 hours.

Cake takes the hassle out of migrating your cap table from another platform. Our intuitive software and onboarding team ensures a seamless transition.

Free migration

Personalized support

Transparent pricing

Switch to Cake View pricing

Sample migration timeline

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 2

Review and power-up call.

A 30-min walkthrough with your dedicated onboarding lead.

Go live with confidence.

Invite your team and investors. We stay on standby.

Frequently Asked QUestions

Your questions about equity incentives, answered

Need help? Visit the Help center

What equity incentive types does Cake support?

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.

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.

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.

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.

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.

Hire and retain top talent with equity incentives

Equity incentives for all stages of growth.

Attract and hire the right people

Send equity grants and offer letters, in minutes

Benchmark offers for fair value

Never miss a vesting milestone

Create an ownership mindset

Reward real achievements, not just tenure

Top up your option pool as you grow

Use equity as a retention tool, the way it should

Automate compliance so you can focus on driving growth

Set reminders for every due date

Generate reports from your cap table

Store every document in one place

Equity management tools that simplify complex workflows

Trusted by scaling teams

Effortless migration, done for you in as fast as 48 hours.

Your questions about equity incentives, answered

What equity incentive types does Cake support?

What equity instruments does Cake Equity support?

Can Cake automate vesting schedules and grant agreements?

Can employees see their own equity in Cake?

Does Cake Equity handle compliance for equity incentives?

Clean cap table.

Confident raise.

Motivated team.