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Keep your cap table clean, updated, and investor-ready.
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Grant, manage, and explain equity so teams actually value it.
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Track your SAFEs and notes, and keep your stakeholders aligned.
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Stay on top of your equity requirements and deadlines.
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Equity Compliance
The compliance layer your cap table needs
Get audit-ready reporting that stays in sync with your cap table—so every grant, exercise, and approval is reflected accurately when diligence hits.
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Trusted by industry leaders around the world
Compliance toolkit that keeps you investor and audit-ready
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Built-in compliance reporting
Generate the documents and summaries stakeholders ask for most—accurately, consistently, and on demand.
Centralized source of truth
Store valuations, board consents, plan docs, and equity agreements alongside the underlying data.
Audit trail and accountability
See what changed, when, and by whom. Keep approvals and key supporting documents attached to the right records.
Clean workflows for equity events
From grant creation to employee paperwork, Cake keeps steps and documents in one place.
Features
Compliance essentials, built in one system
Keep the core compliance pieces connected to your cap table so reporting stays accurate as you scale.
409A Valuation
Stay aligned on fair market value (FMV) and keep your option pricing defensible for U.S. compliance.
ASC 718 Report
Keep your stock-based compensation reporting organized and audit-ready, without wrangling spreadsheets at month-end.
QSBS Attestation
Make it easier to track and prepare to meet QSBS eligibility, and generate QSBS attestation letter when you need one.
Form 3921
Streamline the information you need for ISO exercises and employee reporting, with records that are easy to retrieve.
83(b) Election
Help founders and employees stay organized around restricted stock and early exercise paperwork, with supporting docs stored in the right place.
Know more about 409A Valuation
Know more about ASC 718
Know more about QSBS
Know more about Form 3921
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Equity incentives don't have to be complex. Start free with Cake today.
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