Switch to Cake | Effortless Migration, Fast Onboarding

Ranked #1 on G2 for ease of use and customer satisfaction

See why users are switching to Cake

I made the decision to switch our cap table provider from Carta... the transition to Cake's platform was seamless!

Sonny Thadani

Co-founder & CEO

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I've been a Carta guy for the last 12 years. However, we wanted more value for our money. So we tried Cake and, the delightful surprise was it was a better product. We saved money with a better product.

Tom Hakel

Founder & CFO

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Carta has a lot of bells and whistles but I didn't actually really need any of them. I want something that's easy to use and great for my investors and my employees. So we decided to make the switch to Cake.

Lauren Humphrey

Co-founder & CEO

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After working with Carta, we were facing an annual cost of $16,000. The cost was just not making any sense for us. You guys were able to offer something that was affordable for us.

Jana Gendron

Supply Chain Controller

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"I experienced our fastest intro to money in the bank ever. From email intro, to Zoom call, to sending our SAFE note from Cake, to signing and $100k wired to our bank account in 4 days."

Josh Marris

Co-founder & CEO

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"We were paying a premium for Carta without really using the platform much. It felt like an expensive, oversized solution for what we actually needed."

Hope Horner

Co-founder & CEO

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I was a former Carta user. Happy to have left them! It has been seamless, and even the few times we needed support, Cake is there for us! Customer success is great and we feel supported throughout.

Joe Gagnon

Co-founder & CEO

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Switching from Carta?

Migrating is fast, easy, and FREE! Just send us your docs and we'll take it from there.

See plans Book a demo

Cake's onboarding timeline

Seamless transfer in less than one week, for FREE.

Send us your docs

1 DAY

First things first, make sure you have created your account here if you haven't done so already, and take a moment to update your billing details here.

Generate your cap table, reports, and other documents from your existing platform. If you're migrating from Carta, here's a step by step guide.

In the app, proceed to "Add Shareholders" and/or use the import tool. It will prompt you to upload and submit your documents.

Sit back and relax

2-3 days

Cake will take it from here! Our onboarding team will start to upload your data and configure your account.

We'll reach out to you immediately when we're done.

Power-up session

1 Day

It's time for a power-up call! We'll schedule a call with you to run through your cap table set up and answer whatever questions you have.

Ready to get started?

Meet your migration experts

Shannon

"Shannon was incredibly quick to respond and super knowledgeable in the platform! A great experience!"

Elin

"So impressed with the help and the amazing attitude to support from Elin Frid! 5 star teaching and positive experience!"

Lou

"Love how helpful and collaborative Louise is! Thank you."

What Carta switchers are saying

"I previously used Carta, and as market leaders, they seem to have gotten a bit complacent."

Cake Equity feels like the next generation—much more dynamic and attentive to user needs.

Christoph Dressel

CEO,
Mimo.fit

"I was a former Carta user. Happy to have left them."

Keep doing what you are doing! I was a former Carta user. Happy to have left them.

Joe Gagnon

Founder & CEO,
Raynmaker.ai

"Better Carta with real customer support. Very happy I switched!"

Better, cheaper Carta with real customer support. Simple, easier usability. Great support. Very happy I switched!

Griffin Hermes

Principal,
Pegasus Angel Accelerator

"Far more user friendly than Carta!"

Emphasis on the user experience for shareholders! Far more user friendly than Carta. I also enjoy the company updates that are pushed to all shareholders.

Ron Pragides

VP of Engineering,
Blackhawk Network

"The system is easier to use than Carta."

My onboarding process was personalized, fast, and supportive. The system is easier to use than Carta. Implementation was fast and easy. It has all of the features that I need.

Ray Thompson

Head of Operations,
Gloo

More love from Cake users

Know more about why startups around the world love Cake!

Effortless migration, fast onboarding

Ranked #1 on G2 for ease of use and customer satisfaction

See why users are switching to Cake

I made the decision to switch our cap table provider from Carta... the transition to Cake's platform was seamless!

I've been a Carta guy for the last 12 years. However, we wanted more value for our money. So we tried Cake and, the delightful surprise was it was a better product. We saved money with a better product.

Carta has a lot of bells and whistles but I didn't actually really need any of them. I want something that's easy to use and great for my investors and my employees. So we decided to make the switch to Cake.

After working with Carta, we were facing an annual cost of $16,000. The cost was just not making any sense for us. You guys were able to offer something that was affordable for us.

"I experienced our fastest intro to money in the bank ever. From email intro, to Zoom call, to sending our SAFE note from Cake, to signing and $100k wired to our bank account in 4 days."

"We were paying a premium for Carta without really using the platform much. It felt like an expensive, oversized solution for what we actually needed."

I was a former Carta user. Happy to have left them! It has been seamless, and even the few times we needed support, Cake is there for us! Customer success is great and we feel supported throughout.

Switching from Carta?

Cake's onboarding timeline

Send us your docs

Sit back and relax

Power-up session

Ready to get started?

Meet your migration experts

What Carta switchers are saying

Clean cap table. Informed team. Confident raise.