Question 1

Which plan is right for me?

Accepted Answer

Build suits companies managing cap tables and making founding equity grants. Team fits startups needing 409A valuations, attorney collaboration, and employee equity education. Pro serves scaleups with advanced compliance and reporting needs.

Question 2

What is a stakeholder?

Accepted Answer

Anyone who currently holds securities in your company — shareholders, option holders, note holders, RSU and RSA holders, and warrant holders.

Question 3

Is 409A included?

Accepted Answer

Yes, Team includes two 409A valuations (worth $3k). You may add a 409A to other annual plans for $1,500.

Question 4

Is migration free?

Accepted Answer

Yes, migrations are accurate whether moving from Carta, competing platforms, or spreadsheets. Full transfers are handled at no cost, with all rows reconciled. Most transfers complete within 3–5 business days.

Question 5

Do you offer startup discounts?

Accepted Answer

Cake is built primarily for startups, especially seed to Series A companies. Earlier-stage firms receive free access for up to 5 stakeholders.

Question 6

Do you have plans for Crowd Sourced Funding (CSF) companies?

Accepted Answer

CSF companies receive custom plans with unlimited stakeholders. Contact Cake for setup details.

Find your plan

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