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Cap Table
Keep your cap table clean, updated, and investor-ready.
Scenario Modeling
Founder Vesting
Warrants
Audit Log
Equity Incentives
Grant, manage, and explain equity so teams actually value it.
Stock Options (ISO, NSO)
Restricted Stocks (RSU, RSA)
Equity Benchmarking
Employee App
Document scanner
Capital Raise
Track your SAFEs and notes, and keep your stakeholders aligned.
SAFEs
Convertible notes
Investor Relations
Compliance
Stay on top of your equity requirements and deadlines.
409A Valuation
QSBS
New
ASC 718
83(b) Election
Form 3921
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Resource hub
Equity,
unlocked
Guides, customer stories, expert insights, product updates, and frequently asked questions about startup equity.
Cap table management
Getting your cap table right
All guides on cap tables
The best cap table software for growing companies in 2026
Read the guide
The best cap table software for growing companies in 2026
7 min
Read
How to migrate your cap table from Carta to Cake
7 min read
Read
What is a cap table and why does it matter to startups?
8 mins
Read
How to manage a growing cap table
4 mins
Read
How to set up a clean cap table (and not mess it up!)
7 MINS
Read
10 Cap table mistakes startups make and how to avoid them
5 mins
Read
How to migrate your cap table from spreadsheet to software
11 min
Read
Cap table spreadsheet template, for starters
13 min
Read
Equity dilution, explained: what it is and how to protect your ownership
11 min
Read
Equity Compliance
Compliance
without the scramble
All guides on equity compliance
How to prepare for a 409A valuation
Read the guide
Qualified Small Business Stock (QSBS), explained
5 mins
Read
Form 3921, explained: What it is, when it's due, and how to file
9 min read
Read
ASC 718: Stock-based compensation reporting for founders
5 min read
Read
409A Valuation safe harbor: what it means and how to qualify
8 min
Read
What happens if you skip getting a 409A valuation?
8 min read
Read
How to prepare for a 409A valuation
9 min
Read
Startup Equity
Making equity
mean something
All guides on startup equity
Best equity management software for growing companies in 2026
Read the guide
Restricted Stock Awards (RSA), explained: What founders need to know
Read
Incentive Stock Options (ISO), explained: What founders need to know
11 min read
Read
Founder shares: Everything you need to know
5 mins
Read
Restricted stock units: how it works and why it matters
5 Mins
Read
Shareholders agreement, explained
5 mins
Read
Sweat equity: how it works and why it matters to startups
8 mins
Read
How to use your share registry to save your company’s runway
3 mins
Read
ISO vs NSO: Understanding the key differences
5 mins
Read
Cliff vesting: how does it work
5 mins
Read
Stock vesting, explained
3 mins
Read
Understanding equity grants and how it works in startups
5 mins
Read
Equity compensations for startups
5 mins
Read
Startup equity split: how to distribute equity the right way
5 mins
Read
Phantom stock, explained
5 mins
Read
Advisory shares: what startup founders need to know
7 mins
Read
FAQ
Your questions about equity, answered
Help Center
How to set up a Stock Option Plan for a seed-stage company
How to create standardized equity approval workflows
How founders calculate dilution impacts from SAFEs converting at different caps
How to model multiple SAFEs with different valuation caps and MFN clauses
How startups handle early exercise and 83(b) elections efficiently
What's the best way to keep a single source of truth for equity ownership?
How can startups manage different vesting calendars across teams?
How can startups centralize signed equity documents and board approvals?
What's the best way to track cap table changes historically over time?
What's the easiest way to migrate an existing cap table to a new platform?
Can my employees see their own equity on Cake?
Does Cake track NSO and ISO splits automatically for compliance?
Does Cake include 83(b) election reminders for early equity holders?
What makes Cake's 409A different from other providers?
Do I need a new 409A every year?
Does Cake's 409A follow IRS safe harbor requirements?
Is a 409A required before issuing stock options?
How much does a 409A cost on Cake and how long does it take?
What happens to my 409A history when I migrate from Carta to Cake?
My Carta renewal is next week — can Cake still complete migration in time?
Can Cake migrate my SAFE notes and convertible instruments, or only share-based equity?
Can I switch from Carta mid-year, or do I have to wait until my renewal?
I'm looking at platforms before my investors come on board — is it too early to switch?
Can I switch cap table platforms if I have active option grants and unvested equity?
I've been putting off switching because of the hassle — what does migration actually involve on my end?
Is Cake Equity built for US startups?
Is migration from Carta or Pulley to Cake free?
Will I lose any data when I migrate to Cake?
Do my lawyers or accountants need to be involved when I switch cap table platforms?
How long does it take to migrate from Carta to Cake?
Does Cake handle the migration from Carta or Pulley, or do I have to do it myself?
What happens to stock options when an employee leaves?
Equity doesn't have to be complicated. Join Cake and see for yourself!
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