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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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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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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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.

Your questions on Cake's investor relations tools, answered

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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.

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