Switching to Cake

Best practices and perspectives from startup experts

My Carta renewal is next week — can Cake still complete migration in time?

Can I switch from Carta mid-year, or do I have to wait until my renewal?

Is migration from Carta or Pulley to Cake free?

Will I lose any data when I migrate to Cake?

Do my lawyers or accountants need to be involved when I switch cap table platforms?

How long does it take to migrate from Carta to Cake?

Does Cake handle the migration from Carta or Pulley, or do I have to do it myself?

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