SafeS & Convertible Notes

Streamline your capital raise

Get access to SAFE & Convertible Notes legal agreements. Model your raise and see how it affects dilution. Manage digital signing and communicate with your investors, all in one platform.
Get startedBook a demo
5-star rating5-star rating5-star rating5-star rating5-star rating
5-star Rating

Trusted by the fastest growing companies and attorneys

SAFE and Con Notes Automated

cap table as a single source of truth

Single source of truth

Secure Document Storage. Store and organize all your capital raise documents in one place. Share offers to investors effortlessly.

Fast SAFE agreements

Use best practice SAFE legal agreements or bring your own attorney developed version, we'll load them into the system, to automate your workflow.
equity management, digital contract signing

Digital contract signing

Send offers, receive signatures online, and track progress in real time. Monitor your raise progress and keep everything up to date.

Close Your Round Faster

Automated Legal Workflows: Integrate seamlessly with our equity management platform. Issue share certificates and automatically update your cap table in real time.

Accelerate Your Raise: Close your Pre-seed, Seed, or Series A rounds in half the time.
Real-Time Notifications: Get updates on comments and status changes instantly.
Trusted Legal & Compliance Partners: Access a network of reliable professionals.

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.
Frequently asked questions

Answering your questions about capital raising with Cake

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.

20K+

Close your round in half the time. Join Cake today.

Try it for freeBook a demo
150 Horizon Ave. Venice, CA 90405, United States
ABOUT
PRODUCT
LEARN
RESOURCES
PrivacyTerms & Conditions
© All rights reserved 2025
—
Privacy PolicyLEgal Hub