Comparing Carta pricing? See what you get with Cake.

See how Cake and Carta compare on pricing, what's included, and what you get as your company grows.

Transparent pricing, with plans built for every stage of growth.

Cap table, employee equity, funding-round modelling, and compliance in one platform.

Switching from Carta? We'll help you move your cap table across.

Why startups choose cake

Better product. Lower price. Carta switchers agree.

Here's why growing startups switch from Carta to Cake.

For CFOs and Execs

Save money with a better product

Cake is easier to use, better supported, and higher rated on G2 than Carta. And it costs significantly less. You don't have to choose between a great product and a fair price.

"We tried Cake and the delightful surprise was it was a better product. We saved money with a better product."

Tom Hakel

CFO, CXO Strategies

🇺🇸 Los Angeles

For seed to series A

Right-sized equity software, finally

Cap tables, option pools, SAFEs, cross-border teams. Everything you need to manage equity as your company grows, without the enterprise overhead.

"We were paying a premium for Carta without really using the platform much. It felt like an expensive, oversized solution for what we actually needed."

Hope Horner

CEO, Lemonlight

🇺🇸 Los Angeles

For Series A and beyond

Same cap table features. Half the cost.

Teams switching from Carta save an average of 48%. When the product is better and more fairly priced, the decision is simple.

"Cake was significantly cheaper than Carta. So when it's basically ahead on all those features, it was a no-brainer decision."

DAVE CHRISTIANSON

Legal Counsel, Tracksuit

🇺🇸 Global team with US Operations

Pricing

Pay less. Get more. The math is simple.

Free

5 Stakeholders

Get started for free

Up to 5 stakeholders

Build

$1,000

Per year or $375 per quarter.

Manage your cap table and convertibles

25 stakeholders included

Add-on 409A for $1500

+$60per additional stakeholder

Team

$2,750

Per year. Annual only.

Manage your cap table, convertibles, and incentives

40 stakeholders included

409A Valuations (2/yr)

+$60per additional stakeholder

Pro

Custom

Enterprise & Global.

Unlimited stakeholders

409A Valuation included

Cake vs Carta pricing comparison

See Cake's full pricing

Cap table + 409A

$2,750/year

$6,000–$15,000+ / yr

409A Valuation add on

$1500 add on when you need it

$3,000 + separate service

G2 overall rating

4.8/5

4.4/5

G2 support rating

9.8/10

8.2/10

Migration

FREE — 3-5 days

Charged separately

Join hundreds of startups saving thousands by switching to Cake.

Get started today

Success stories

See why companies are switching to Cake

Don't take it from us. Take it from them.

Switched from Carta

I made the decision to switch our cap table provider from Carta... the transition to Cake's platform was seamless!

Sonny Thadani

Co-founder & CEO

Read story

Switched from Carta

I was a former Carta user. Happy to have left them! It has been seamless, and even the few times we needed support, Cake is there for us! Customer success is great and we feel supported throughout.

Joe Gagnon

Co-founder & CEO

Read story

Switched from Carta

I've been a Carta guy for the last 12 years. However, we wanted more value for our money. So we tried Cake and, the delightful surprise was it was a better product. We saved money with a better product.

Tom Hakel

Founder & CFO

Read story

Switched from Carta

Carta has a lot of bells and whistles but I didn't actually really need any of them. I want something that's easy to use and great for my investors and my employees. So we decided to make the switch to Cake.

Lauren Humphrey

Co-founder & CEO

Read story

Switched from Carta

After working with Carta, we were facing an annual cost of $16,000. The cost was just not making any sense for us. You guys were able to offer something that was affordable for us.

Jana Gendron

Supply Chain Controller

Read story

Switched from Carta

"We were paying a premium for Carta without really using the platform much. It felt like an expensive, oversized solution for what we actually needed."

Hope Horner

Co-founder & CEO

Read story

Switching is easier than you think.

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.

"I was nervous. There's a lot of financial data, a lot of individual names, and the transition to your platform was seamless. I think I was told 48 hours, but it seemed like in two hours it was all done and complete. And I saw the complete cap table on the dashboard right away."

— SONNY THADANI, Founder & CEO of Robin

Scenario modeling built in the cap table management software using live cap table data

Same features at a fraction of the cost.

From first hire to IPO, we scale with you.

Cap table management and employee grants from day one
NSO, ISO, RSUs, RSAs, many equity types supported
Add on 409A Valuation when you need them
Include ASC 718 and 3921 reporting as you go
Add-on QSBS attestation when you need
SPV management available for complex structures
Advanced scenario modeling for your series B and beyond
Global compliance tools for international expansion

Book a demo

Frequently Asked QUestions

Your questions about switching from Carta to Cake, answered.

Need help? Visit the Help center

*How much will I save if I switch from Carta to Cake?

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.

Will you help me migrate my data across for free?

Cake will complete your onboarding for you within 3 days. Onboarding to Cake is free as part of your Cake subscription. Learn more.

How long will it take to migrate data from Carta to Cake?

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. Learn more.

Do I need a transfer agent to offboard from Carta?

As a private company, you are not required to have a transfer agent unless you are about to IPO or you meet the following criteria:

1. Assets exceeding $10 million, and
2. You have either 2,000+ shareholders or 500+ shareholders who are not accredited investors

If you still prefer to set up a formal transfer agent, we can introduce to you our transfer agent partner who can utilize the Cake platform as your source of truth.

Read this to know more

Do my shareholders / option holders have to re-sign any agreements and will I lose the digital share certificates from Carta?

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.

What is the migration experience from the stakeholder's perspective?

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.

Are there any hidden fees or extra costs?

No, your pricing quote will include your Cake subscription, onboarding and ongoing support.

What kind of Customer Support does Cake provide post-onboarding?

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.

Does Cake have a trial period?

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.

Switching from Carta? Talk to Britt!

Getting a renewal shock from Carta? I've helped dozens of companies switch to Cake and save an average of 30-50%. Let me give you a custom quote in just 10 minutes.

Schedule a quick call

Migrating from Carta is a piece of cake!

We handle everything. You don't lift a finger.

We will handle the transfer of your existing cap table from Carta at no additional cost. Once the upload is done, our Customer Success team will schedule a quick 'Power Up' call with you to ensure a smooth transition and run through everything in more detail. Migration complete! It's that simple!

Book a demo

What Carta switchers are saying

"I previously used Carta, and as market leaders, they seem to have gotten a bit complacent."

Cake Equity feels like the next generation—much more dynamic and attentive to user needs.

Christoph Dressel

CEO,
Mimo.fit

"I was a former Carta user. Happy to have left them."

Keep doing what you are doing! I was a former Carta user. Happy to have left them.

Joe Gagnon

Founder & CEO,
Raynmaker.ai

"Better Carta with real customer support. Very happy I switched!"

Better, cheaper Carta with real customer support. Simple, easier usability. Great support. Very happy I switched!

Griffin Hermes

Principal,
Pegasus Angel Accelerator

"Far more user friendly than Carta!"

Emphasis on the user experience for shareholders! Far more user friendly than Carta. I also enjoy the company updates that are pushed to all shareholders.

Ron Pragides

VP of Engineering,
Blackhawk Network

"The system is easier to use than Carta."

My onboarding process was personalized, fast, and supportive. The system is easier to use than Carta. Implementation was fast and easy. It has all of the features that I need.

Ray Thompson

Head of Operations,
Gloo

More love from Cake users

Know more about why startups around the world love Cake!

Comparing Carta pricing? See what you get with Cake.

Better product. Lower price. Carta switchers agree.

Save money with a better product

Right-sized equity software, finally

Same cap table features. Half the cost.

Pay less. Get more. The math is simple.

Free

Build

Team

Pro

Join hundreds of startups saving thousands by switching to Cake.

See why companies are switching to Cake

I made the decision to switch our cap table provider from Carta... the transition to Cake's platform was seamless!

I was a former Carta user. Happy to have left them! It has been seamless, and even the few times we needed support, Cake is there for us! Customer success is great and we feel supported throughout.

I've been a Carta guy for the last 12 years. However, we wanted more value for our money. So we tried Cake and, the delightful surprise was it was a better product. We saved money with a better product.

Carta has a lot of bells and whistles but I didn't actually really need any of them. I want something that's easy to use and great for my investors and my employees. So we decided to make the switch to Cake.

After working with Carta, we were facing an annual cost of $16,000. The cost was just not making any sense for us. You guys were able to offer something that was affordable for us.

"We were paying a premium for Carta without really using the platform much. It felt like an expensive, oversized solution for what we actually needed."

Switching is easier than you think.

Same features at a fraction of the cost.

Your questions about switching from Carta to Cake, answered.

*How much will I save if I switch from Carta to Cake?

Will you help me migrate my data across for free?

How long will it take to migrate data from Carta to Cake?

Do I need a transfer agent to offboard from Carta?

Do my shareholders / option holders have to re-sign any agreements and will I lose the digital share certificates from Carta?

What is the migration experience from the stakeholder's perspective?

Are there any hidden fees or extra costs?

What kind of Customer Support does Cake provide post-onboarding?

Does Cake have a trial period?

Switching from Carta? Talk to Britt!

Migrating from Carta is a piece of cake!

What Carta switchers are saying

Clean cap table.

Confident raise.

Motivated team.