Build strong investor relationships.

Q: Are there limits on investor communications?

There are no hard limits on message frequency. Companies can access and manage their portfolio communications module to send shareholder updates as often as needed.

Keep investors engaged and informed with secure communications, real-time portfolio access, and seamless document sharing—all from one trusted platform.

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Loved by 10,000+ companies from all stages of growth.

Features

Investor management tools that build trust.

Cake helps founders manage investor communications, updates, and documents, all in one organized and transparent hub.

Two-way engagement

Enable meaningful dialogue with reply permissions instead of one-way blasts.

Instant document-sharing

Distribute certificates, reports, and updates without the email chaos, directly through the MyCake portal.

Personalized updates

Automate investor communications using mail-merge templates and customize messages instantly.

Investor sentiment tracker

Monitor reactions, engagement, and follow-up actions with emoji reactions and threaded conversations.

Trust through transparency

Share professional reports and real-time portfolio insights investors expect from modern startups.

Single source of truth

Centralize investor information with 24/7 access to holdings, documents, and updates.

See how Cake simplifies investor relations.

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How it works

Manage investor relations with clarity and confidence.

A clean workflow to set up communications, share updates, and keep investors aligned.

Import your data

Upload existing investor data in minutes using simple import tools.

Configure communication settings

Set access permissions, enable two-way messaging, and decide what investors can view.

Send personalized updates

Use proven templates or craft custom messages for specific groups or stakeholders.

Monitor engagement and response

Track reactions, conversations, and follow-up actions without digging through email threads.

Frequently asked questions

Your questions on Cake's investor tools, answered

Need help? Visit the Help center

Which Cake plans include investor relations features?

Investor communications and the My Cake portal are available across all Cake plans, including the freemium tier for companies with up to five stakeholders. Advanced features like two-way communications and custom templates are included in Growth and Pro plans.

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Does Cake integrate with other investor management tools?

Cake serves as your single source of truth for cap table and investor data. The platform provides professional reports and real-time access options that investors want, eliminating the need for separate tools. Documents can be attached to transactions and shared directly through the platform.

Are there limits on investor communications?

Companies access and manage their portfolio communications module at least once per week to send shareholder updates. There are no hard limits on message frequency, though bulk communications should follow best practices for investor engagement. Message threading automatically groups longer conversations for better organization.

Equity doesn't have to be complicated. Join Cake and see for yourself!

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