Cake gives founders a one-click cap table export built for auditor and investor review, not a manual reconstruction from a spreadsheet. On Cake, exports pull directly from the live cap table, so the numbers an auditor sees match what the platform shows in real time, including share classes, option grants, and vesting status. The same export function supports board decks and investor updates, so a due diligence request turns into a single download in a few clicks.
Auditors and investors doing due diligence typically ask for the same underlying data in different formats: a cap table export, contact and shareholder detail, a noteholder list, or a full transaction history. On Cake, these all export directly from the platform as CSV files.
A Series A investor asking how a specific position or conversion was recorded is a standard diligence request. The transaction history export lists every recorded equity event, so a founder can hand over that record directly instead of cross-referencing old spreadsheet exports and board minutes to answer the question.
Manually reconstructing that history is one of the more common sources of due diligence delay.
For the full list of exportable data types, see the help center guide on exporting cap table data.
Always ready for investors and audit checks
Exports pull directly from the live platform, not a manually reconciled spreadsheet. With Cake, you can:
- Export the cap table, shareholder, and noteholder details as XLSX or CSV
- Export the full transaction history for auditor or investor review
- Export equity grants data alongside the cap table for a complete record
See how Cake's cap table management works.
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.
