SWITCH to Cake

Effortless migration, fast onboarding

Cake Equity 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
Transparent pricing
Personalized support

Loved by startup founders and leaders

Used by 17,000+ companies around the world

"Thanks for a great onboarding experience!"
“We tried a competitor first and it didn’t work out, but working with Cake has given us a seamless setup and our global employees and shareholders now have visibility of their ownership. Thanks for such a great onboarding experience!"
Darius Coveney, CEO at Fluent Commerce

Switching from Carta?

Migrating is fast, easy, and FREE! Just send us your docs and we'll take it from there.
Available with any subscription plan

Cake's onboarding timeline

Seamless transfer in less than one week, for FREE.
1

Send us your docs

1 DAY

First things first, make sure you have created your account hereif you haven't done so already, and take a moment to update your billing details here.
Generate your cap table, reports, and other documents from your existing platform. If you're migrating from Carta, here's a step by step guide.
In the app, proceed to "Add Shareholders" and select the "Let Us Help" option. It will prompt you to upload and submit your documents.
2

Sit back and relax

2-3 days

Cake will take it from here! Our onboarding team will start to upload your data and configure your account.
We'll reach out to you immediately when we're done.
3

Power-up session

1 Day

It's time for a power-up call! We'll schedule a call with you to run through your cap table set up and answer whatever questions you have.

Ready to get started?

Meet your onboarding team!

Don't take it from us, take it from Cake's happy customers
Shannon
"Shannon was incredibly quick to respond and super knowledgeable in the platform! A great experience!"
Elin
"So impressed with the help and the amazing attitude to support from Elin Frid! 5 star teaching and positive experience!"
Vince
"Shannon was incredibly quick to respond and super knowledgeable in the platform! A great experience!"
Reviews

What Cake users are saying

"The best platform for managing equity and stock options for startups."
Templated agreements, easy-to-digest dashboards and simple communication methods make issuing stock, offering options and managing shareholders simple. Also, there is excellent chat-based support from real people!
Sharon Hunneybell
Co-Founder,
The GC Innovation Hub
"Solid functionality and a super responsive team!"
Cake's feature set is exactly what we needed as a startup getting off the ground with an equity raise and an employee ESOP for the first time. Since then, it's grown alongside us and the feature set has developed.

We've always gotten great support from the team as well! I can't even imagine how we'd do what Cake does... it's a clear time saver.
Gavin Ballard
CEO, Disco Labs
"Easy to use, saves lots of time, great service!"
This is the simplest platform to use, it takes minutes to go from nothing to a fully working portal for employees to see their share certificates, vesting schedules, and the dollar value of the equity they have in our company.
Jared Lewandowski
Director of Product Design, IQVIA
"Easy to use, saves lots of time, great service!"
It takes everything hard and complex and makes it easy and simple. We had an ESOP and a SAFE round and both were managed on Cake.

Great tools and content and if you ever get stuck, then they respond quickly with good support. The cap table tools are getting better and better too which is useful.
Mick Liubinskas
CEO, Climate Salad
"The feedback from my startup network is consistent. Cake is easier to use than its competitors!"
The platform is straightforward and intuitive, making ESOP and Cap Table management much easier. Throughout the months that we've been using it, I've also seen so many rapid improvements/new features that have made the platform even better! The Customer Success team provides exceptional support!
Aryan Motevali
Ops, Inventia Life Science
"With Cake, all confusion is a thing of the past."
We’re trying to issue options out to 150 people every year, we had that through spreadsheets and a Word document merged into PDFs. And then trying to get people's signatures and just all of the admin around that — who's signed, who hasn't signed, trying to keep track. With Cake, all that confusion is a thing of the past.
Darius Coveney
COO/CFO, Fluent Commerce
"Thanks for a genuinely great product that helps make what we do easier."
Issuing stock options sounds bloody complex so it’s good to be able to simplify it. Thanks for a genuinely great product that helps make what we do easier. Really appreciative of it.
MIchael Fox
Co-Founder, Fable Food
"It's so much easier to do it on Cake!"
We spent thousands and thousands of dollars on lawyers to keep all this information current in the last system and that was just on top of how much it already costs for just the subscription of the last system. It's so much easier to do it on Cake.
Rachel Obenshain
Co-Founder, Xeni
"Our cap table in Cake is our source of truth."
The cap table that we have in Cake is our source of truth. That's the 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.
Ellen Dinsmoor
COO, Vow
"I just found it very easy.. and very pretty!"
I just found it so easy to just log in, click a couple of buttons, send the email to my employees, they sign it, and then it (stock options) is sorted. Whenever someone asks me a question about a cap table or something, I just log into Cake and look… it's very pretty.
Ajay Prakash
CEO, EntryLevel

Equity doesn't have to be complicated. Switch to Cake and see for yourself!

Get started free
5-star Rating