Which plan is right for me?

Build suits companies managing cap tables and making founding equity grants. Team fits startups needing 409A valuations, attorney collaboration, and employee equity education. Pro serves scaleups with advanced compliance and reporting needs.

Yes, Team includes two 409A valuations (worth $3k). You may add a 409A to other annual plans for $1,500.

Yes, migrations are accurate whether moving from Carta, competing platforms, or spreadsheets. Full transfers are handled at no cost, with all rows reconciled. Most transfers complete within 3–5 business days.

Growth-friendly pricing, no complexity

Q: Do you offer startup discounts?

Cake is built primarily for startups, especially seed to Series A companies. Earlier-stage firms receive free access for up to 5 stakeholders.

Q: Do you have plans for Crowd Sourced Funding (CSF) companies?

CSF companies receive custom plans with unlimited stakeholders. Contact Cake for setup details.

Predictable equity costs.

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

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Free

For founders pre-team

Always free

No credit card required

5 Stakeholders included

Access to Starter & Growth features

Includes cap table, stock options, and SAFE notes

Build

Cap table essentials for startups

1000

annually

Save 10%

Start free

No credit card required

25 Stakeholders included

Cap Table Management

SAFE & Con notes

Shareholder vesting

Templated Stock option grants

Board approal flow

Equity benchmarking

Fundraising modelling

Integrated e-signing

My Cake private access for shareholders

Two-way team & investor comms

per additional stakeholder

Team

Annual only

Compliant offers that motivate teams

2750

annually

Save 10%

Start free

No credit card required

All Starter Plan +

40 Stakeholders included

Audit-ready 409A valuation

Incentive Plans (Stock Options, RSUs, RSAs)

Full contract editor (SAFEs, Convertibles, Options, RSUs & RSAs - customise with your attorney)

Legal templates for Stock Options (C-corp only)

Integrated options exercising

Warrants

Team equity benchmarks

My Cake portal for employees

Free basic migration

per additional stakeholder

Pro

Annual only

Audit-ready reporting for your executives

Custom

Book a demo

Discounted rates for large cap tables

All Plans +

409A Valuation

ESS reporting

Share-based payment reporting

Stock-based compensation reporting

3921 reporting

International options pools

Bare trusts

Point-in-time reporting

Multi-factor authentication (2FA)

Managed migration & priority support

409A Valuations available

Add on to any plan for only $1,500 (using toggle above). Available to add on any time.

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

Trusted by 10,000+ fast growing companies

Need help to choose?

View our comparison table below or get in touch

Compare plans

Build

Team

Pro

Cap Table

Cap Table management

SAFEs & convertible notes

Fundraising modelling

Founder share vesting

Share class management

Share certificates

Transfers, repurchases, share splits

Warrants

SPVs

Date-based reporting

Equity Incentives

Equity grants (ISO, NSO, RSU & RSA)

Board grant approval work flows

Automated vesting & notifications

Company approve & sign work flows

Integrated equity document e-signing

Employee / Advisor grant benchmarks

Custom contract editor (variables, branding & terms)

Stock options exercising flow

Cross-boarder incentive plans

Private Stakeholder Portal (My Cake)

Stakeholder access to My Cake

Employee Education & Calculators

Compliance

409A valuation

Add on

2 p/y

QSBS

Add on

83B elections & reminders

Board approvals & director's resolutions

Form 3921 reporting

ASC718 stock-based comp reporting

Support

Customer support (Email, chat, calls)

(+ Dedicated Slack channel)

Migration

Secure from the start

Frequently asked questions

Which Cake plan is right for me?

Cake is built for founders at every stage, from your first SAFE to your most complex round. Your first 5 stakeholders are always free.

Build is for companies getting their cap table in order; tracking SAFEs, running fundraising scenarios, and managing early equity grants.

Team is for startups fundraising at scale, collaborating with attorneys, and issuing employee equity. 409A valuations included.

Pro is for companies that need stock-based compensation reporting, compliance monitoring, and more advanced reporting requirements.

What is a stakeholder?

Anyone who currently holds securities in your company - shareholders, option holders, note holders, RSU and RSA holders, and warrant holders.

Is 409A included?

Yes! Team includes two 409As (worth $3k). You can also add a 409A to any other annual plan for only $1,500.

Is migration free?

Yes, and it's accurate. Whether you're moving from Carta, another platform, or a spreadsheet, we handle the full transfer for free. Every row is reconciled—SAFEs, option grants, vesting schedules—and you verify everything is right before we switch you over. Most migrations complete in 3-5 business days.