Streamline your capital raise.

Model your raise and see how it affects dilution. Raise SAFEs and Convertible Notes on a seamless workflow, manage digital signing, and communicate with your investors, all in one platform.

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Capital raise tools built-in the cap table software

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Capital raise

Capital raise tools designed to help you close faster.

Raising shouldn't mean spreadsheets, email chains, and chasing signatures. Cake keeps your raise in one workflow, from signed terms to an updated cap table.

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Get raise-ready, without the chaos.

Before you raise, know exactly what you're asking for: model the impact on ownership, decide which instrument fits, and line up the right legal support.

Model raise scenarios before you commit

Simulate SAFE conversions, option pool adjustments, and dilution impact before you set your terms.

Compare SAFEs and Convertible Notes

Understand which instrument fits your round, before you draft anything.

Tap into a trusted network of legal and finance experts

Work with a network of reliable professionals to get your terms right from the start.

Close your round faster.

Close your round in half the time. Your raise connects directly to your cap table, so share certificates issue and ownership updates the moment you close.

Use ready-made SAFE and Note templates

Load lawyer-approved templates, or bring your own attorney-developed version, and we'll automate the workflow.

Send offers and collect signatures digitally

Track signing progress in real time, and get notified the moment something changes.

Automate legal workflows

Issue share certificates and update your cap table in real time as the round closes.

Keep investors confident.

As rounds get more complex, give every investor their own view and keep the raise organized so trust doesn't slip as things scale.

Share documents through a secure data room.

Organize every raise document by folder, with folder- and document-level access controls, so investors see exactly what they need to.

Give investors their own dashboard

Message investors directly and share holdings, documents, and conversion details through their own My Cake portal, no back-and-forth emails required.

Keep your cap table in sync

Every signed round updates ownership automatically, so investors always see an accurate picture.

Capital raise tools

Intuitive tools to manage your raise, from term sheet to close

Each tool built to keep your raise moving, whatever instrument you're using.

SAFEs

Ready-made SAFEs templates synced to your cap table automatically.

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Convertible Notes

Interest accrual, maturity dates, and conversion triggers tracked automatically.

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Scenario modeling

Simulate conversions and dilution impact before you raise, toggling pre- and post-money.

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Audit log

Every SAFE, Note, document, signature and transactions, timestamped and kept on the record.

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Investor comms

Update your investors directly, with two-way conversations tracked in one place.

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Data room

Keep raise documents organized, and decide exactly who gets to see what.

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What founders say

"I experienced our fastest intro to money in the bank ever."

"From email intro, to Zoom call, to sending our SAFE note from Cake, to signing and $100k wired to our bank account in 4 days."

ELLEN DINSMOOR, CEO at CHIP'd

Effortless migration, done for you in 48 hours.

Cake takes the hassle out of migrating your cap table from another platform. Our intuitive software and our onboarding team ensures a seamless transition, for FREE, within 48 hours.

FREE migration

Personalized support

Transparent pricing

Switch to Cake View pricing

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's capital raise tools, answered

Need help? Visit the Help center

What capital raise instruments does Cake support?

Cake supports SAFEs (Simple Agreements for Future Equity) and convertible notes. Both include lawyer-approved templates, digital signing, automated cap table sync, and investor portals — all managed in one platform.

Which plans include capital raise features?

SAFE and convertible note management is available on all paid plans. Starter ($40/month) includes basic fundraising modelling for single rounds. Growth ($80/month) adds advanced scenario modelling with unlimited multi-round calculations. Pro includes everything in Growth plus managed migration and priority support.

Can I model how a funding round will affect my ownership?

Yes. Cake's scenario modelling lets you simulate SAFE conversions, option pool adjustments, and dilution impact across founders, employees, and investors — before you sign anything. You can model single rounds on Starter, or unlimited multi-round sequences including Series A through exit on Growth and Pro.

How does Cake handle SAFE and convertible note tracking?

Both instruments are tracked automatically. SAFEs and convertible notes update your cap table in real time, with automated tracking of interest accrual, maturity dates, conversion triggers, and deadline alerts. You can toggle between pre-money and post-money conversion methodologies, and there are no platform limits on the number of instruments or total raise size.

Can investors see their holdings during a raise?

Yes. Investors access their holdings, documents, and conversion details through dedicated MyCake portals — no back-and-forth emails required.

Simplify your raise admin

Save on fees and avoid the hassle of spreadsheets and email chains. All-In-One Platform: Use standardized templates, or upload your own, get document sharing, e-signing, and more to keep everything organized.

Investor & Employee app

Give your investors and employees the ability to view and manage their shares through their own private holding web app.

Efficient stock administration

Issue share certificates and send real-time communications.

Streamline your capital raise.

Capital raise tools designed to help you close faster.

Get raise-ready, without the chaos.

Model raise scenarios before you commit

Compare SAFEs and Convertible Notes

Tap into a trusted network of legal and finance experts

Close your round faster.

Use ready-made SAFE and Note templates

Send offers and collect signatures digitally

Automate legal workflows

Keep investors confident.

Share documents through a secure data room.

Give investors their own dashboard

Keep your cap table in sync

Intuitive tools to manage your raise, from term sheet to close

"I experienced our fastest intro to money in the bank ever."

Effortless migration, done for you in 48 hours.

Your questions about Cake's capital raise tools, answered

What capital raise instruments does Cake support?

Which plans include capital raise features?

Can I model how a funding round will affect my ownership?

How does Cake handle SAFE and convertible note tracking?

Can investors see their holdings during a raise?

Manage your raise better

Single source of truth

Fast SAFE agreements

Digital contract signing

Close your round faster

Simplify your raise admin

Investor & Employee app

Clean cap table.

Confident raise.

Motivated team.