Motivate top talent with stock options
Attract and retain top talent with flexible stock option plans that align your team's success with your company's growth.
4.9
200K+ satisfied users
Loved by startup founders and experts
Grant stock options with seamlessly, without the manual admin
Stock option tools that simplify grants, streamline workflows, and make equity ownership clear for every team member
Flexible vesting engine
Automate cliffs, schedules, milestones, and pauses without manual work.
NSO & ISO support
Manage both option types with the right rules and workflows for each.
Fast approvals
Complete board sign-offs and e-signing in minutes with automated flows.
Real-time tracking
Monitor vesting progress and exercise status instantly across every grant.
Portfolio dashboard
Give option holders access to their own portfolio dashboard showing vesting, value, and exercise opportunities.
Built-in grant templates
Use ready-made option plan rules and letter templates to issue documents, or BYO.
From grant to exercise, handled in one smooth workflow
A straightforward workflow that keeps stock option grants organized, compliant, and easy to manage.
Set up your stock option plan
Define eligibility, strike prices, vesting schedules, and plan rules aligned to your compensation strategy.
Send stock option offers
Generate grant letters, trigger board approvals, and send everything for e-signature automatically.
Track vesting automatically
Let the system manage cliffs, monthly/quarterly vesting, milestones, and pauses with full history.
Give employees access to porfolio
Give employees their own app to view grants, track vesting, and understand the value of their stock options.
Maintain compliance
Download structured exports to support internal controls, external audits, funding rounds, or legal reviews.
Your questions about stock options, answered
Need help? Visit the Help Center.
Which Cake plans include the stock options feature?
Stock Options (ISO/NSO) are available on all Cake plans, from Free to Enterprise. Advanced features like early exercise, board approvals, and PTEP management are included in Growth+ plans. The platform includes FREE templates for Stock Option Plan Rules and Grant Letter templates for US-based C-Corps, or you can bring your own documents and integrate them seamlessly.
What integrations and compliance features are available?
409A valuations (completed within 3 business days) automatically sync to strike prices. You can import your own valuation, set custom strike prices, and apply defaults at scale.
What are the key capability and limitations of NSO vs ISO?
You can grant NSOs to both employees and non-employees (advisors, contractors), while ISOs can only be granted to employees. The platform supports unlimited vesting combinations including cliffs, periodic vesting, and milestones with the ability to pause vesting for leaves and resume when employees return. NSOs offer flexible exercise periods with no mandatory restrictions, while ISOs have a 10-year maximum exercise period and require exercise within 90 days of leaving employment. Post Termination Exercise Periods (PTEP) can be customized per grant or set as pool defaults, with automatic lapsing of unexercised options after the period expires. Advanced filtering, sorting, and search capabilities make it easy to manage hundreds of grants, while edit functionality allows you to update ongoing grants even after vesting has started.
Equity doesn't have to be complicated. Join Cake and see for yourself!
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