Which plan is right for me?

Your first 5 stakeholders are always free. Build suits companies managing cap tables and making founding equity grants. Team fits startups needing 409A valuations, attorney collaboration, and employee equity education. Pro serves scaleups with advanced compliance and reporting needs. Not sure which plan fits? Use the quote calculator on the pricing page.

Growth-friendly pricing, no complexity

✓ Free managed migration. See your cap table in Cake before you pay.

★★★★★ 4.8/5 on G2 130+ reviews

“I previously used Carta… Cake Equity feels like the next generation.”★★★★★ Verified reviewer, G2

“As a law firm working with a range of startups… Cake Equity is the platform we consistently recommend.”★★★★★ Law firm, G2

“409A valuation comes as part of the package.”★★★★★ Christoph D., CEO, G2

“The customer support is second to none.”★★★★★ Verified reviewer, G2

“The competitive pricing compared to industry peers is a big plus.”★★★★★ Verified reviewer, G2

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Free

Cap table, up to 5 stakeholders

Start free

No credit card required

5 Stakeholders included

Access to Starter & Growth features

Includes cap table, stock options, and SAFE notes

Build

Grant options with e-sign

1000

annually

Save 10%

Start free

No credit card required

25 Stakeholders included

Cap Table Management

SAFE & Con notes

Shareholder vesting

Templated Stock option grants

Board approal flow

Equity benchmarking

Fundraising modelling

Integrated e-signing

My Cake private access for shareholders

Two-way team & investor comms

per additional stakeholder

Team

Annual only

2× 409As a year included

2750

annually

Save 10%

Start free

No credit card required

All Build Plan +

40 Stakeholders included

Audit-ready 409A valuation

AI Access (MCP) Connect Claude, Codex or any AI assistant to your cap table

Incentive Plans (Stock Options, RSUs, RSAs)

Full contract editor (SAFEs, Convertibles, Options, RSUs & RSAs - customise with your attorney)

Legal templates for Stock Options (C-corp only)

Integrated options exercising

Warrants

Team equity benchmarks

My Cake portal for employees

Free basic migration

per additional stakeholder

Pro

Annual only

For finance executives

Audit-ready ASC 718 reporting

Custom

Annual billing (quarterly available)

Start migrating

Fast, accurate, and free migration.

All Plans +

100 Stakeholders included

409A Valuation

ESS reporting

Share-based payment reporting

Stock-based compensation reporting

3921 reporting

ISO / NSO split handling

Rule 701 tracking

International options pools

Bare trusts

Audit-ready reporting, including point-in-time ownership percentages

Priority support in a dedicated Slack channel

Managed migration, reconciled and signed off before go-live

per additional stakeholder

409A Valuations available

Add on to any plan for only $1,500 (using toggle above). Available to add on any time.

Add-ons

Available on annual plans.

409A valuation

Determine strike prices for employee stock options and tax compliance.

$1,500

per year

2× included in Team & Pro

QSBS

Potentially save your investors & employees in capital gains taxes.

$500

per year

Included in Pro

Special purpose vehicle (SPV)

Manage special purpose vehicle and bare trust holdings.

$500

per year

Included in Pro

Stock-based compensation

Manage your company's stock-based compensation effectively.

$500

per year

Included in Pro

Compare plans

Build

Team

Pro

Cap Table

Cap Table management

SAFEs & convertible notes

Fundraising modelling

Founder share vesting

Share class management

Share certificates

Transfers, repurchases, share splits

Warrants

SPVs

Date-based reporting

Equity Incentives

Equity grants (ISO, NSO, RSU & RSA)

Board grant approval work flows

Automated vesting & notifications

Company approve & sign work flows

Integrated equity document e-signing

Employee / Advisor grant benchmarks

Custom contract editor (variables, branding & terms)

Stock options exercising flow

Cross-boarder incentive plans

Private Stakeholder Portal (My Cake)

Stakeholder access to My Cake

Employee Education & Calculators

Compliance

409A valuation

+$1,500

2 p/y

QSBS

+$500

83B elections & reminders

Board approvals & director's resolutions

Form 3921 reporting

Rule 701 tracking

ASC718 stock-based comp reporting

Support

Customer support (Email, chat, calls)

(+ Dedicated Slack channel)

Migration

Calculate your quote

Annual pricing. Add-ons are annual only.

How many people are on your cap table?

What are you issuing?

What do you need?

Trusted by growing startups

Customer story Lorikeet

3 Step Managed Migration

Switch from Carta or Pulley in just a few days.

Drop in your Cap Table. The only part you do yourself.

We reconcile your data. A real person does it.

See it in Cake before you pay. Then go live.

Start Managed Migration

Secure from the start

Frequently asked questions

Which Cake plan is right for me?

Your first 5 stakeholders are always free. Not sure which plan fits? Use the quote calculator above.

Build is for companies getting their cap table in order; tracking SAFEs, running fundraising scenarios, and managing early equity grants.

Team is for startups fundraising at scale, collaborating with attorneys, and issuing employee equity. 409A valuations included.

Pro is for companies that need stock-based compensation reporting, compliance monitoring, and more advanced reporting requirements.

What is a stakeholder?

Anyone who currently holds securities in your company - shareholders, option holders, note holders, RSU and RSA holders, and warrant holders.

Is 409A included?

Yes. Team and Pro include two 409A valuations a year. On Build, or if you need another one, add a 409A to any annual plan for $1,500.

Is managed migration free?

Yes, and it's accurate. Whether you're moving from Carta, Pulley or a spreadsheet, we handle the full transfer for free. From SAFEs and option grants to vesting schedules, and you check everything is right before we switch you over. You can see your cap table in Cake before you pay. Most migrations finish in 48 hours (2 to 5 business days).

How do add-ons work?

Add-ons are available on annual plans, and you can add them now or later: 409A valuation ($1,500 a year), QSBS ($500), special purpose vehicle ($500) and stock-based compensation ($500). Pro includes all of them.