Enable your investors to view their holdings, store share certificates and receive company updates.
Valuation and Gain/Loss
The simple way to stay compliant with ASIC regulation.
Pull company information from ASIC (RA71)
Compare ASIC data to your registry data on Cake
Push shareholder related changes to ASIC (form 484)
Unsure about your ASIC requirements? We are happy to take care of it for you.
Notifications and alerts
Lodgement of all ASIC forms
Manage your next raise with Cake
Online signature of offer and shareholders agreements
Issuance of certificates
Payment processing via trust account
+ Free open source Airtree and Cake templates
+ Investor Identification (KYC / AML) at $10 per check above 10 investors
per investor (max $2,500 per round)
Need legal advice, investor marketing or advisory too?
Cake has valued partners that can assist.
Retail equity crowdfunding
Wholesale and professional funding
Investor readiness strategy and documentation
price on demand
Employee Share Scheme
Set up and manage your Employee Share Scheme
Share scheme design
Online signature of legal agreements
Automated share register update
+ Free Open source Airtree Documents plan
+ Up to 2 hours expert legal advice from our legal partners.
one time fee
Need a valuation too?
Each employee share scheme should have a compliant valuation. We can prepare an ESS valuation under the ATO safe harbour guidelines.
Review balance sheet
Review shares on issue
Prepare CPA certified valuation
one time fee