Equity Portfolio Management Platform for Investors

What Investors say

"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

Features

All-in-one porfolio management for investors

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

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.

Vesting notifications and integrated comms
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.

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

Never lose another document

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

Have all important documents in one place
Cloud-based storage and digital signing
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Build stronger stakeholder relationships

Stay engaged and updated with the integrated messaging portal

Receive automated investment updates and stock vesting notifications
User control feature that removes the clutter and lets you see what’s important

Effortless migration, done for you.

Cake takes the hassle out of migrating your cap table from another platform. Our intuitive software and our onboarding team ensures a seamless transition, for FREE.

FREE migration

Personalized support

Transparent pricing

Switch to Cake View pricing

Migration timeline

Day 1

Drop your docs

Upload your cap table, SAFEs, grants, and any existing equity documents to Cake.

Simple cap table? DIY and your cap table is live in minutes! Migrating from Carta or managing complex equity structures? We handle the migration for you.

Day 1-2

Sit back and relax

We verify every row and flag what doesn't look right

Day 3

Review and power-up call

A 30-min walkthrough with your dedicated onboarding lead.

Day 4+

Go live with confidence

Invite your team and investors. We stay on standby.

Portfolio management at a fraction of the cost.

"Cake makes cap tables and investor updates simple!"

Built for founders & investors

Fast and easy onboarding

Real-time updates

Competitive and transparent pricing

All-in-one porfolio management for investors

Essential features, from startup to scale

See your entire portfolio at a glance

Never lose another document

Build stronger stakeholder relationships

Effortless migration, done for you.

Clean cap table.

Confident raise.

Motivated team.