Cake manages the full migration for you. You export your data from your current platform, and Cake's team does a row-by-row reconciliation: SAFEs, option grants, vesting schedules, 409A history, all verified. You review the result before anything goes live. Nothing activates until you confirm every record is correct. Most migrations complete in 3 to 5 business days.
Migration is one of the most common reasons founders stay on a platform they've outgrown. The assumption is that switching means manual re-entry, legal involvement, and days of reconciliation work. In practice, that fear stops more deals than any product limitation.
Cake handles the end-to-end process. Once you decide to switch, your job is straightforward: export your data from Carta or Pulley. Both platforms have an export function for cap table data. From there, Cake's team takes over.
The reconciliation step is where the real work happens. Cake's team goes through every row: share issuances, option grants, vesting schedules, convertible instruments like SAFEs, and your 409A history. If there is a discrepancy between your source data and what has been entered over time, the team flags it and resolves it before anything goes live. You get a clean cap table, not a transferred mess.
Before activation, you review the complete result. Nothing goes live without your sign-off. The review step is your final confirmation that every record is accurate. Most founders report that reviewing the result is the first time their full cap table has looked genuinely clean and correct in one place.
Cake's migration is free and takes 3 to 5 business days. Your team exports the data. Cake's team reconciles every row. You verify the result before going live. Tom Hakel, CFO at CXO Strategies, switched after 12 years on Carta: "When I logged on, there was my cap table. It was like magic." Migration closes deals — it just needs to be visible before the demo call.
This article is designed and intended to provide general information in summary form on general topics. The material may not apply to all jurisdictions. The contents do not constitute legal, financial or tax advice. The contents is not intended to be a substitute for such advice and should not be relied upon as such. If you would like to chat with a lawyer, please get in touch and we can introduce you to one of our very friendly legal partners.
