Migration to Cake takes 3 to 5 business days from when you export your Carta data. If your renewal is imminent, starting immediately gives you the best chance of completing before the next charge. Cake's team begins the reconciliation as soon as your export arrives. Contact Cake directly to confirm timing for your specific situation.
A renewal invoice is on the way. You have been meaning to switch for months but have not acted. Now there is a hard deadline.
The good news: Cake's migration timeline is 3 to 5 business days. If your renewal is a week away, you have a viable window. The key is starting immediately — Cake's team begins the reconciliation as soon as your export file arrives.
What you need to do if your renewal is imminent:
Contact Cake's team today and flag your timeline. The team can confirm whether the 3-to-5-day window is achievable for your specific cap table structure.
Export your Carta data today. The clock starts when the export arrives, not when you decide to switch.
Be available for the review step. The fastest way to slow down the migration is to be unreachable when Cake sends the completed cap table for review. Confirm you can turn around the review within 24 hours.
Cap tables with unusual complexity — many share classes, many convertible instruments, or historical discrepancies — may take slightly longer. Cake's team will communicate any extension during the process.
If your renewal is next week, start today. Export your Carta data, contact Cake's team with your timeline, and be ready to review quickly. Migration is free and Cake's team will work with your deadline. The 3-to-5-day timeline is realistic — but only if the export is sent now.
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.
