How long does it take to set up a cap table in Cake Equity?

Setup takes minutes for free. Migration from existing platforms typically completes within one week at no cost through Cake's onboarding team.

Can I migrate my existing cap table to Cake Equity?

Yes, Cake offers free migration from any platform including Carta and spreadsheets. The process involves uploading documents via the import tool, with configuration completed in 2–3 days plus a review call.

Who can access my cap table and can I control permissions?

Four permission levels exist: View Only, Edit, Admin, and Account Owner. Only Account Owners can invite users, remove access, and manage permission levels.

The cap table for growing teams.

Clean data, real-time access, and the confidence to make equity decisions fast. Built for every stakeholder around the equity table: founders, investors, employees, legal.

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See Cake in action, free!

Import your data, see your cap table live. No credit card required.

Trusted by VCs, attorneys, and finance experts

From Startup to Scaleup

The cap table software that's built to scale.

Your cap table should be a strategic asset, not a spreadsheet headache. Cake's cap table software transforms equity management into a clear, collaborative process that supports your company at every stage.

Start with the right foundation

Set up ownership right from day one: track founder vesting, reflect every new hire's grant automatically, and keep contracts and audit history centralized in a single record.

Set up your cap table

Migrate from a spreadsheet or from another platform with full migration support.

Get ownership right from day one

Issue shares to founders, advisors, and early investors with confidence.

Never lose important documents

Store every document and keep a full audit trail.

Streamline complex workflows

As the cap table gets more complex, model dilution before your next round, keep a compliance-ready record without extra work, and give investors the approvals, warrants, and real-time access that keep them confident.

Maintain a clean cap table, always

Keep your cap table ready for compliance and diligence.

Prepare for your next round with confidence

Model dilution and SAFE conversions in real time.

Keep investors invested

Manage approvals, warrants, and real-time access in one place.

Scenario modeling built in the cap table management software using live cap table data

Capital raise tools built-in the cap table software

equity compliance tools and reporting needed for equity management and cap table

Scale with confidence

Handle every share class through Series A, B, and C, generate the point-in-time reports diligence requires, and keep the account protected with enterprise-grade security as the stakes get higher.

Track every share class

See every class, stock options, SAFEs, and SPVs in one table.

Be audit-ready at any stage

Generate ASC 718, compliance, and financial reports for Series A, B, and C.

Stay secure as the stakes get higher

Protect your account with MFA and managed migration.

Cap table features

Intuitive tools to manage your cap table, at any stage of growth

Each tool built to keep your cap table clean and accurate, from seed to scale.

Founder vesting

Vesting schedules built into the cap table, not tracked in a separate sheet.

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Scenario modeling

Model your next round, and see exactly what it does to ownership.

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Audit log

Every change to the cap table, timestamped and kept on the record, always.

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Warrants

Track every warrant alongside shares and options in one place.

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409A Valuation

Track every warrant alongside common, preferred, and options in one place.

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Compliance

ASC 718, Form 3921, 83(b), QSBS, Rule 701 — all live inside your cap table, for easy compliance.

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Investor relations

Give investors and shareholders real-time portfolio access and updates.

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Data room

Every raise document in one data room with user access control.

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What founders say

"The cap table we have in Cake is our single source of truth. It's a tool that we use on a day-to-day basis."

"At Vow, every employee receives an option grant, and Cake becomes a very easy one-stop shop where we can go and because we have the day-to-day processes in place, then we can very easily go and download what the cap table looks like. The cap table that we have in Cake is our source of truth. It's the tool we use on a day-to-day basis."

ELLEN DINSMOOR, COO at Vow

Effortless migration, done for you in as fast as 48 hours.

Cake takes the hassle out of migrating your cap table from another platform. Our intuitive software and onboarding team ensures a seamless transition.

Free migration

Personalized support

Transparent pricing

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Sample migration timeline

Day 1

Drop your docs.

Upload your cap table, SAFEs, grants, and any existing equity documents to Cake.

Simple cap table? DIY and your cap table is live in minutes! Migrating from Carta or managing complex equity structures? We handle the migration for you.

Day 1-2

Sit back and relax.

We verify every row and flag what doesn't look right.

Day 2

Review and power-up call.

A 30-min walkthrough with your dedicated onboarding lead.

Go live with confidence.

Invite your team and investors. We stay on standby.

Frequently Asked QUestions

Your questions about Cake cap table, answered

Need help? Visit the Help center

How long does it take to set up a cap table in Cake?

You can get started within minutes if your cap table is simple. Most cap tables can be migrated within a few days; longer for more complex cap tables. Timing depends on how complex your cap table is and what's in the equeue.

Can I migrate my existing cap table to Cake?

Yes. Cake offers free migration from any platform, including Carta and spreadsheets. If you have a simple cap table, you can upload it yourself and go live within minutes. If you're migrating from another platform or you have a complex equity structure, Cake's team migrates your cap table for you within a few days. You finish with a power-up call to review the setup.

What equity instruments does Cake support?

Cake supports common and preferred shares, stock options (ISO and NSO), restricted stocks (RSU and RSA), SAFEs, convertible notes, and warrants, all tracked in a single cap table.

Can I control who gets to access my cap table?

Yes. Cake has four permission levels: View Only (read access), Edit (can make changes), Admin (full edit plus billing access), and Account Owner (full control including user management). Only Account Owners can invite or remove users and change permission levels.

Does Cake Equity scale as my company grows?

Yes. Cake is designed to scale from basic share tracking at pre-seed through to complex multi-round structures at Series C and beyond. Handling scenario modeling, compliance reporting, and investor communications as your cap table grows.

The cap table for growing teams.