Switching from another platform or from spreadsheets?
Migration done for you
Product
Product features
Cap Table
Keep your cap table clean, updated, and investor-ready.
Scenario Modeling
Founder Vesting
Warrants
Audit Log
Equity Incentives
Grant, manage, and explain equity so teams actually value it.
Stock Options (ISO, NSO)
Restricted Stocks (RSU, RSA)
Equity Benchmarking
Employee App
Capital Raise
Track your SAFEs and notes, and keep your stakeholders aligned.
SAFEs
Convertible notes
Investor Relations
Compliance
Stay on top of your equity requirements and deadlines.
409A Valuation
QSBS
New
ASC 718
83(b) Election
Form 3921
Switch to Cake
Free migration
Product Tour
Help Center
Solutions
Use cases
CEO
CFO
Legal Ops
Human Resource
Law Firms
Investors
Help Center
Resources
Learn
Blog
Guides
Events
Templates
Tools
Changelog
Cake love
Customer stories
Who we are
About Us
Legal Hub
COMPARE
Cake vs. Carta
Cake vs. Pulley
Cake vs. Spreadsheet
Help Center
Customers
Pricing
Sign up for Beta
Login
Book a demo
Get started free
Login
Book a demo
Get started free
RESOURCE HUB
Startup equity toolkit
The best tips, templates, guides, and tools to help startup teams accelerate growth
Tools to
manage equity and capital raise
Make informed decisions about your equity and fundraising strategies with these tools
Options planning template
Plan how to allocate your option pool with this easy-to-use option pool planner.
Access the spreadsheet
Investor CRM template
Manage the number of investors at the beginning of your planning process and streamline your raise.
Access the spreadsheet
Key legal templates for issuing equity
Legal contracts you need when offering equity to your employees, advisors, and team.
Access list
Simple startup valuation
Calculate the value of your startup with these 4 simple valuation methods. +Free spreadsheet!
Access the spreadsheet
Key legal templates for capital raising
Legal contracts you needs when raising capital.
Access list
Startup equity dilution calculator
Calculate how much an early-stage founder's equity is diluted when taking a new capital round.
Explore tool
Capital raise toolkit
Every thing you need to know to prepare you for your next capital raise. Made in Notion so you can make a copy and make it your own!
Access the toolkit
Startup equity 101
Startup equity split
How to startup split equity with co-founders, investors, advisors, and employees
Read this
Equity grant
What is equity grant, how does it work, and the types of equity grants used to attract and retain talent
Read this
Advisory shares
What is advisory shares, how it works, and other essential things to know about compensating startup advisors with equity
Read this
Equity compensation
What is equity compensation, how does it work, and how startups can leverage on equity to attract and retain talent
Read this
Stock vesting
What is stock vesting, how it works, and what you need to know when vesting stock options
Read this
Stock options
Employee stock options
What is an employee stock option plan, how does it work, and how are they vested and exercised?
Read this
Exercising stock options
Ready to exercise your stock options? We cover the essential things you need to know!
Read this
Non-qualified stock options
What is NSO, how does it work, how is it taxed, and example NSO scenarios
Read this
Stock options vs rsu
Understanding the key differences between stock options (NSO and ISO) vs. RSU, their use cases and features, and which one to use for your unique startup requirements
Read this
Raising capital
Convertible notes
What are convertible promissory notes, how they work, and why startups use them
Read this
How to raise capital
Step-by-step guide to raising capital, best practices and insights from startup experts
Read this
Bootstrapping vs. capital raising
Know the pros and cons of bootstrapping and capital raising and how to leverage these fundraising strategies to grow your business
Read this
Cap table
Understanding how a capitalization table work for startups, how to create one, including detailed cap table examples
Read this
Equity doesn't have to be complicated. Join Cake and see for yourself!
Get started
Book a demo
5-star Rating