Equity Compliance

Cake includes five compliance tools: 409A Valuation, ASC 718 stock-based compensation reporting, QSBS attestation, Form 3921 generation, and 83(b) election support. All are backed by a centralized document store, a full audit trail showing every change by who and when, and on-demand compliance reporting.

83(b) reminders and form access are available on Starter and Growth plans (US only). 409A valuations are available as a $1,000 add-on on Growth, or included in Pro. ASC 718 reporting and Form 3921 generation are Pro-only. QSBS attestation is available as an add-on across all paid tiers.

Cake delivers 409A valuations within 3 business days at a fixed price of $1,000 — approximately 50% more affordable than traditional providers. Each valuation includes a 1:1 consultation with an expert and post-report support. The process is initiated directly from your Cake account after a 20-minute online onboarding.

Yes. Cake generates ASC 718 reports using real grant and vesting data from your cap table. You can choose straight-line or tranche-based expense recognition, set monthly, quarterly, or annual reporting periods, and export audit-ready CSV files.

Cake supports three tax-related workflows. For 83(b) elections, it sends automatic 30-day reminders and lets employees download IRS Form 15620 directly from MyCake (Starter and Growth, US only). For Form 3921, it generates IRS-ready copies for every ISO exercise using verified cap table and 409A data, with batch download and deadline reminders — though filing remains the company's responsibility. For QSBS, it generates an investor-ready attestation letter PDF after automated eligibility checks (available as an add-on on all paid tiers).