Yes. Migration to Cake is free. Cake's team manages the full process: you export your data from your current platform, they reconcile every row, and you verify the result before going live. There are no migration fees. You pay your Cake subscription when you activate, not before migration completes.
Migration cost is rarely the headline reason someone switches platforms, but it is a reliable hidden objection. The assumption that migrating will cost money — through platform fees, legal work, or time — keeps founders on platforms they have already decided to leave.
Cake's migration is free in full. There are no setup fees, no migration service charges, and no tiered pricing based on cap table complexity. The row-by-row reconciliation, the review process, and Cake's team involvement are all included. Your first payment is your Cake subscription, which starts when your account is activated and verified.
This matters most in the context of renewal timing. If your Carta or Pulley renewal is coming up, the question is not whether you can afford to switch — it is whether you have time. On cost, there is nothing blocking you. The 48% average savings that Carta switchers see on Cake starts from the first subscription payment, not from a migration cost offset.
One important note: the 409A is a separate paid add-on. If you need a 409A as part of setting up your new account, that is $1,500 with a 3-business-day turnaround. Migration itself does not include a free 409A. These are separate services and priced separately.
Migration to Cake is free. You export, Cake reconciles, you verify, you go live. The only cost is your Cake subscription, which starts at activation. If your current platform is pricing you out at renewal, there is no migration cost between you and switching.
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