Your main task is exporting your data from your current platform. Carta and Pulley both have export functions for this. Cake's team handles the rest: reconciling every record, resolving discrepancies, and setting up your account. You review the final cap table before activation and confirm it is accurate before Cake goes live. The 3-to-5-business-day timeline includes this full review step.
Migration hesitation is the most common reason deals stall. Not pricing. Not features. The assumed pain of switching.
Here is what migration on your end actually involves:
Step 1. Export your data. Log into Carta or Pulley. Both have an export function for cap table data. Download your file. This takes less than 15 minutes for most companies.
Step 2. Send it to Cake. Share the export with Cake's team. That is your primary involvement completed.
Step 3. Review the result. In 3 to 5 business days, you receive a completed cap table in Cake for review. Go through it. Confirm every record looks right. If something does not match, Cake's team resolves it before you sign off.
Step 4. Confirm and go live. When you are satisfied that every record is accurate, you activate the account. Nothing goes live without your confirmation.
That is the full process. The fear of switching is bigger than the switch itself.
Cake was designed to remove migration friction as a reason not to switch. The reconciliation work sits with Cake's team, not yours. Your involvement is an export and a review. The 3-to-5-day timeline is built to get you a clean, verified cap table quickly. The hesitation that keeps founders on platforms they have outgrown is almost always bigger than the migration itself.
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.
