Yes — that's what the migration team is for. You don't need to clean it up first. Export what you have and share it with Cake. Our team reconciles the data, fills gaps, and flags anything that needs your input. We've migrated everything from simple three-person cap tables to complex multi-round structures with SAFEs, convertible notes, and option pools.
Most spreadsheet migrations are completed on the same day you send the file. More complex cap tables — multiple share classes, outstanding SAFEs, an option pool — may take a business day or two. You'll have visibility throughout. No weeks of back-and-forth.
No. You can migrate your current cap table first and set up your equity incentive plan separately. Many founders migrate when they're raising and don't have an ESOP in place yet. Cake walks you through setting one up when you're ready — including US C-Corp grant templates and 409A integration.
Not at all — a small cap table is actually the best time to make the move. It's far simpler to migrate five shareholders than fifty. And the value shows up immediately: clean investor access, scenario modeling for your next round, and a compliant record before you need to present it to anyone.
Yes. Cake is free to get started — cap table management, shareholder access, and basic setup are included at no cost. Paid plans start at $40/month (Starter) and unlock scenario modeling and option grants, and $80/month (Growth) adds multi-round modeling and 409A integration. No surprise invoices, no enterprise pricing that requires a sales call.
Fair question. The short version: if you're planning a raise in the next 6–12 months, issuing your first options, or bringing on investors — the migration cost (a few hours) is much smaller than the cost of reformatting your spreadsheet every time someone asks to see it. You can start on the free plan and explore without committing to anything.
