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.
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.
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.
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.
Yes. Investors access their holdings, documents, and conversion details through dedicated MyCake portals, with no back-and-forth emails required.
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.
Give your investors and employees the ability to view and manage their shares through their own private holding web app.
