Lists: keep your stakeholder groups up to date automatically

Groups are now Lists in Cake Equity - a smarter way to organize who you message and share documents with.

What you can do:

• Smart Lists - set rules (e.g. "Country is US and holding type is Options") and membership updates automatically as your cap table changes
• Static Lists - hand-pick a fixed set of people when you want full control
• Send comms or share documents to any list in one action
  

A few ways founders put Lists to work:

• Message everyone who currently holds options - or anyone who has ever received an option grant
• Share documents with a specific investor group, like your Series A holders
• Keep a Static List of prospective investors warm for your next raise
• ..and plenty more

No more stale groups that keep ex-shareholders around - a Smart List always reflects who actually matches your rules today.

Find Lists under People → Lists.

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