QSBS eligibility checker and attestation letter
US founders can now verify QSBS eligibility and create investor-ready documentation in minutes—all directly from your cap table in Cake Equity.
Qualified Small Business Stock (QSBS) offers significant tax benefits, and proving eligibility is a common part of investor due diligence. What used to take weeks of coordination with lawyers can now be done in minutes with an automated checklist that verifies your company's eligibility, pulls shareholder data from your cap table, and generates documentation you can confidently share with investors and advisors.
What you can do
- Auto-verify C-Corp status, issuance types, and holder eligibility
- Complete a simple checklist covering gross assets and active business requirements
- Select eligible shareholders from a pre-populated table (original issuances only)
- Generate a professional PDF with company overview, eligibility statement, and disclaimers aligned with IRS rules
Because everything connects directly to your live cap table data, verification is faster and more accurate than manual processes—giving investors the clarity they expect during fundraising or exits.
Get started with QSBS verification in your Cake account today, or reach out to learn more about how this feature can support your fundraising process.
