—— Cake for investors

Powerful portfolio management at a fraction of the cost

Transform your portfolio management with an affordable, all-in-one platform that combines investment tracking, contract management, and stakeholder communications.
Your entire portfolio at a glance
Contracts and documents in one place

Trusted by top legal teams, accelerators, and investors

"Cake makes cap tables and investor updates simple!"
"Their product makes a breeze out of managing private venture cap tables, issuing & managing ESOP, and managing investors with certificates, updates, etc. Additionally, their team is incredible, always my (and others) go-to on startup topics like raising, ESOP and anything equity-based. They are responsible & super attentive.

I mostly use Cake as an angel investor. I find their platform, by far, the absolute easiest place to manage all my investments and certificates, latest rounds and cap tables."
Vinko Grgić, Head of Ops and Angel Investor

Built for founders and investors

Fast and easy onboarding

Simple, fast, free setup and switching from other platforms. (It only takes 1-2 business days!)

Real-time updates

Dashboard with your entire portfolio at a glance, vesting notifications, valuation, and equity calculator.

Competitive and transparent pricing

Essential features at half the cost of legacy solutions, with transparent pricing and no hidden fees.
Features

All-in-one porfolio management platform for investors

Equip your portfolio companies with an startup-friendly cap table management platform

Project Tracking Image

Essential features, from startup to scale

Cake offers portfolio management that is simple enough for startup founders and investors and powerful enough to get you through your series a, b, c.

  • List Icon Checkmark
    Vesting notifications and integrated comms
  • List Icon Checkmark
    Request to exercise your options anytime, you please

See your entire portfolio at a glance

Make fast decisions with real-time visibility across all your investments.

  • List Icon Checkmark
    Easily access to important metrics, vested options, and estimated equity value, 24/7
  • List Icon Checkmark
    Visualise how much your equity could be worth with a built-in equity calculator
Project Tracking Image
Project Tracking Image

Never lose another document

End document chaos, have peace of mind, and reclaim hours of your week.

  • List Icon Checkmark
    Have all important documents in one place
  • List Icon Checkmark
    Cloud-based storage and digital signing

Build stronger stakeholder relationships

Stay engaged and updated with the integrated messaging portal

  • List Icon Checkmark
    Receive automated investment updates and stock vesting notifications
  • List Icon Checkmark
    User control feature that removes the clutter and lets you see what’s important
Project Tracking Image

Equity doesn't have to be complicated. Join Cake today and see for yourself!

Get started free
5-star Rating