Build trust and strong relationships with your investors

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 fast-growing startups

Investor communication tools build trust

Cake’s investor relations tools help founders manage updates, documents, and engagement in one organized, 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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Manage investor relations with clarity and confidence

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

Set terms

Define discount, valuation cap, interest rate, and maturity.

Attach your agreement

Use Cake's standard template or one drafted by your legal team.

Send for signing

Use fully integrated e-signature workflows.

Track and convert

Automate reminders for interest accrual, maturity, and triggers. Execute conversions automatically during qualifying funding events.

Your questions, answered

Need help? Visit the Help Center.

Which Cake plans include convertible notes?

All Cake plans support convertible note management. Lawyer-approved templates are included on Growth and above.

Can I add existing notes?

Yes. Upload current agreements and Cake will extract and map key terms into your Notes Registry.

What conversion mechanics does Cake support?

All standard terms: valuation caps, discounts, interest, maturity, and multiple trigger events with configurable logic.

Are there limits to how many notes I can create or track?

No. You can manage unlimited SAFEs, notes, and option grants on any plan.

Does Cake support both pre-money and post-money conversions?

Yes. You can toggle between methodologies for precise modeling.

Can investors see their note details?

Yes. They can track terms, maturity dates, and conversion status via MyCake portals.

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