You can switch to Cake at any point in the year. There is no technical requirement to wait for your Carta renewal date. Migration takes 3 to 5 business days and Cake's team handles every step — you export your data, they reconcile every row, and you verify before going live. The process is simpler than most founders expect.
The assumption is almost always bigger than the reality. There is nothing technically complicated about switching mid-year. The Cake migration process is the same regardless of where you are in your contract cycle: export your cap table data from Carta, Cake's team reconciles every record, you review the result and confirm it looks right, then go live. Cake is with you at every step — you are not doing this alone.
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