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: 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.

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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Build

Cap table basics for early startups

1000

+ GST

annually

Save 10%

25 Stakeholders

per additional

First 5 stakeholders free

Start free

No credit card required

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

Team

Annual only

Compliant offers that motivate teams

2750

+ GST

annually

Save 10%

30 Stakeholders

per additional

First 5 stakeholders free

Start free

No credit card required

All Starter Plan +

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

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

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.

Need help to choose?

View our comparison table below or get in touch

Compare plans

Starter

Growth

Pro

Cap table management

SAFE & convertible notes

Share certificates

Share vesting & 83B forms

Integrated equity document e-signing

Customer support (Email, chat, calls)

(+ Dedicated Slack channel)

Team portfolio view

Shareholder access

All access

Fundraising/Scenario modelling

Basic

Advanced

Incentive plans (NSO, ISO, RSAs, RSUs)

Employee / Advisor equity benchmarks

Stock Option Plan Rules and Offer Letter legal templates (US C-corp and AU)

Automated vesting & notifications

Board approvals & director's resolutions

409A valuation

Add on

Included

QSBS

Add on

Date-based reporting

Stock options exercising flow

Warrants

International option pools

ASC718/IFRS2 stock-based comp reporting

Bare trusts/SPVs

14-day disclosure period for offers

Form 3921 reporting

Secure from the start

Frequently asked questions

Which plan is right for me?

Build is for:

Companies managing their cap table and starting to make founding equity grants

Team is for:

Startups that need 409A valuations, collaboration with attorneys on custom templates, and embedded employee equity education

Pro is for:

Scaleups with advanced compliance and reporting needs

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.