Join hundreds of fast-growing companies saving thousands on cap table and equity management.
Ready to switch? Fill up the form to get a quote.
*savings are explained in the FAQs
Loved by 20,000+ companies around the world
We'll migrate your entire cap table in 3 days. For free.
No data loss. No re-signing. No downtime. Our customer success team handles everything in 3 days, not weeks.
From first hire to IPO, we scale with you.
Average saving across recent customers who moved from Carta is 48%. Savings compare written competitor quotes (or prices stated during the purchase process) with the annual price paid at Cake.
Cake will complete your onboarding for you within 3 days. Onboarding to Cake is free as part of your Cake subscription.
Most onboardings are fully completed within 3 days. Cake by default, will onboard your historical cap table, ensuring no loss of data or transaction history. We prioritize Carta-to-Cake migrations to ensure a smooth experience for you.
As a private company, you generally do not require a transfer agent unless you are about to IPO or you meet any of the following criteria:
1. Assets exceeding $10 million
2. 2,000 or more shareholders
3. 500 or more shareholders who are not accredited investors
If you do meet any of those criteria, or if you wanted to set up a transfer agent regardless, we can introduce to you our transfer agent partner who can utilise the Cake platform as your source of truth.
No. Your shareholders or option holders do not need to re-sign any agreements and as part of the onboarding process to Cake, digital share certificates are cancelled within Carta and recreated within Cake.
The experience is smooth and seamless. The final stage of onboarding involves you sending invitations and communications to your current investors and employees explaining the switch from Carta to Cake and inviting them to login to their new MyCake portal to view their holdings, documents and communications.
No, your pricing quote will include your Cake subscription, onboarding and ongoing support.
Your Cake Customer Success team will provide the most comprehensive support and service post-onboarding. The team provides 16 hours of service each day and is available via in-app chat, email or as is our preference, you can jump on a quick Power Up video call to resolve any questions.
Cake does not offer a trial period, however once you complete a demo with Britt, she can give you access to a demo account to familiarize yourself with the Cake platform.
Join hundreds of fast-growing companies saving thousands on cap table management
