Attach docs directly to transactions

You can now attach documents directly to transactions, making it easily accessible for audit purposes, while keeping everything organized in one place.

Instead of uploading documents separately, you can go directly to a stakeholder's page or find their transaction in the log and click the attach icon to upload the document. The file automatically shares with the stakeholder and stays connected to that specific transaction.

Simply put, you can:

• Upload documents directly from stakeholder pages or transaction logs
• Auto-share files with relevant stakeholders instantly
• Keep documents organized by transaction for easy reference
• Build a complete record that founders, attorneys, and paralegals can trust

This streamlined approach helps make Cake your single source of truth for all equity transactions and their supporting documentation.