Offers, board consents, 409As and vesting run on one steady rhythm, with records your counsel and investors can check any day. Your team sees who owns what. Every employee sees what they own.
Offer · Marcus Lee
Board consent approved
Grant · 20,000 options
Within range for the role
✓
Employee portal
Grant is live
Somewhere between employee 20 and 100, equity stops being a founder side project. It needs a process that holds up.
Offer letter, board consent, CEO sign-off and e-signature run in order, and the contract editor keeps your own terms on every grant. Done in minutes.
Board approvals, 409As and filing deadlines get harder to track with every hire. Built-in compliance and insights that surface what matters before you have to ask keep each one on schedule.
Real equity specialists answer when you ask, from your next grant to your next round.
Bring in your ops lead, finance team and counsel with the right permission level for each. Every action is logged with who did it and when, so nothing depends on one person's memory.
User permission levels for each role
Activity log on every grant, exercise and transfer
Automated vesting notifications
Every employee gets a login that shows what they hold, how it vests and what it could be worth. Built-in education explains options in plain English, so fewer questions land on you.
Employee portal with holdings and vesting
Built-in equity education
Option exercises handled in the app
What is a strike price? Learn in 2 minutes
Investors will ask for a pool top-up. See how big it needs to be for your hiring plan, and what it does to everyone's ownership, before the term sheet arrives.
Series A scenarios side by side
Option pool expansion modeling
Warrants tracked on the same cap table
You're getting your cap table out of the spreadsheet and your SAFEs on record.
You're issuing equity grants and want employees to understand what they own.
Team includes two 409A credits a year, delivered by our integrated valuators. You claim them in the app, and the draft is ready 3 business days after your information is submitted. Because your cap table is already in Cake, there's less to gather.
Yes. Invite them with the permission level that fits their role, and route grants to the CEO for sign-off when needed. Every action is logged with who did it and when.
Each employee gets their own portal showing holdings, ownership, vesting and estimated value, plus built-in lessons on how options work. They also get notified as their equity vests.
Often it's the best time, because diligence goes faster on a clean, reconciled cap table. Our team handles the migration for free, usually within a few days, and you can export your full cap table any time.
Yes, on Team. Employees can exercise ISOs and NSOs in the app, and you can issue, track, exercise and lapse warrants on the same cap table.
