Equity that motivates everyone.

From cap table accuracy to compliance readiness to culture. Cake is the equity management platform that turns ownership into a measurable performance driver.

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Jamie Liu

Co-founder & CEO

Series A · $8M Raise

Pre-money $32M

Dilution 20%

You keep 46.4%

Your equity $14.8M

Cap Table

52.0%

Founders share · 5,200,000 shares

Audit ready ✓

Marcus Reid

CFO

Compliance Status

All clear

409A current · Audit ready

ASC 718 due Q4

ASC 718 Report

Stock comp $2.4M

FY 2025 Ready to export

Sarah Cho

Software Engineer

Next Vest

750 options

In 23 days · Aug 1 2026

ISO · $10.40 strike

Your Estimated Value

$124,800

62% vested

David Chen

Lead Investor

Your Ownership

20.0%

2,000,000 preferred shares · Series A · Signed

Documents complete

Portfolio View

Current value $6.4M

Entry valuation $16M

Multiple 2.0x

Alexa Torres

Attorney

Document Workflow

100%

All documents filed

Due diligence ready

Audit Log

83(b) elections Filed

Board resolutions Signed

Option grants Current

Introducing Cake Intelligence

Baked in,
not bolted on.

Cake Intelligence is the connective thread running through your cap table. It watches your equity data, flags what needs your attention, and drafts the next step, built into the numbers you already trust.

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Most founders reach Series A still finding out about deadlines after they slip and catching document errors after they've already caused a headache. The cap table shows you the data. It has never told you what to do about it.

What Cake intelligence does

One connected thread, always at work.

Grants, raises, compliance, employee ownership. Cake turns the most complex equity workflows into fast, repeatable processes. So your team spends more time on decision-making, not data entry.

Monitor & Draft

Proactive monitoring, drafted actions.

Cake Intelligence constantly watches due dates and document errors, flagging what needs your attention and drafting the next action for you to review.

Rule 701 tracking

Document scanning

83(b) reminders

Open Access

Works with your AI tools.

Via MCP, Claude, ChatGPT, or your own internal tools can query your Cake data and compare it against what you track elsewhere, scoped to exactly the access you allow.

MCP integration

Claude & ChatGPT access

Query & compare

Scoped permissions

Human Verified

Human-in-the-loop migration.

Cake Intelligence does the data matching, mapping your old cap table onto Cake's structure, while Cake's team reviews and confirms accuracy before anything goes live.

Cap table migration

SAFEs & Notes migration

Team reviewed accuracy

Free guided switch

The Cake Way

Ahead of the deadline, already drafted.

An 83(b) election is 12 days from its IRS filing deadline, and the early-exercised grant it applies to hasn't been filed yet. On most platforms, you would find out when it's already too late. On Cake, Cake Intelligence has already flagged it, and drafted the reminder. You review it, send it, and move on.

Frequently Asked Questions

Your questions, answered.

Answering common misconceptions about Cake Intelligence.

Is Cake Intelligence a chatbot?

No. Cake Intelligence doesn't wait for you to ask it something. It runs underneath the platform, watching your cap table and drafting what needs your attention, so there's nothing to prompt.

Does Cake Intelligence make changes to my cap table automatically?

No. Cake Intelligence flags what needs attention and drafts the next action, but a person on your team reviews and approves before anything happens.

What can I do with Cake Intelligence through Claude, ChatGPT, or my own tools?

Through MCP, your own AI tools can query your Cake data and compare it against what you track elsewhere, scoped to exactly the access you allow, so you're not stuck exporting spreadsheets to get an answer.

Who reviews the data when Cake Intelligence handles a migration?

Cake Intelligence maps your existing cap table onto Cake's structure, and Cake's own team reviews and confirms accuracy before anything goes live.

Equity that motivates everyone.

Baked in,
not bolted on.