Cake Equity
Simplify equity management, motivate your team, and accelerate growth.
Executive Summary
Cake Equity is an intuitive, cloud-based equity management platform designed for startups and growing companies. It helps founders, finance leaders, and HR professionals efficiently manage cap tables, employee stock options, and equity plans. The platform simplifies complex equity processes, promotes transparency, and empowers companies to attract and retain talent by making equity understandable and engaging for employees and investors alike. Cake Equity differentiates itself by offering a user-friendly interface, robust compliance features, and advanced modeling tools, all while focusing on fostering a culture of shared ownership.
Use Cases
- Managing and updating complex capitalization tables in real-time.
- Issuing and administering employee stock options (ESOPs), RSUs, and other equity grants globally.
- Modeling fundraising scenarios and understanding dilution impacts for future planning.
- Automating legal document generation and contract signing for equity grants.
- Communicating equity value and ownership transparency to employees and investors.
- Ensuring compliance with local and international equity regulations and tax requirements.
Features
Visibility
- Dynamic Cap Table Management: Maintain an accurate, real-time capitalization table that automatically updates with equity events.
- Employee Equity Portals: Provide employees with a personalized app to view their equity, vesting schedules, and real-time value.
- Shareholder & Option Holder Reports: Generate comprehensive reports for all stakeholders, including detailed ownership breakdowns and transaction histories.
- Scenario Modeling Dashboards: Visualize the impact of future funding rounds, exits, and equity grants on company ownership and dilution.
Intelligence
- Automated Document Data Extraction: Utilize ML (Vertex AI) to automatically extract and populate data from legal documents into the cap table.
- Capital Raise Simulation: Model and simulate various capital raising scenarios to understand their impact on company valuation and ownership.
- Equity Benchmarking Tools: Access industry benchmarks to inform fair and competitive equity compensation plans.
- Multi-Round Calculation & Conversion Methodologies: Forecast and analyze the effects of multiple funding rounds and toggle between different conversion methodologies for SAFE notes.
Support
- Dedicated Customer Success Team: Access responsive and knowledgeable support from real people for any platform-related queries.
- Chat-Based Support: Receive quick assistance through in-platform chat with support specialists.
- Equity Toolkit & Resources: Access free templates, guides, and educational content on equity management and fundraising.
- Migration & Onboarding Assistance: Receive free, seamless migration support from existing platforms and guided onboarding.
Technical Specifications
- Architecture
- Cloud-native SaaS
- Deployment
- Cloud/SaaS
- Authentication
- Username/Password, Multi-Factor Authentication (MFA), Social Sign-On, Single Sign-On (SSO)
- API Available
- No
- MCP Server
- No
Infrastructure
- AWS
- GCP
AI/ML Stack
- Machine Learning
- Vertex AI
Integrations
- Xero
- QuickBooks
Security & Compliance
Certifications: ISO 27001, SOC 2 Type II, GDPR
Encryption: AES-256 at rest, TLS in transit
Data Residency:
Pricing
- Model
- Tiered subscription, with a free tier available
- Starting Price
- Free for up to 5 stakeholders/month; contact sales for higher tiers
- Target Customer
- Startups, SMB, Mid-Market
- Contract Type
- Annual (implied by 'startup-friendly pricing' and competitors, but not explicitly stated for all tiers)
- Free Trial
- Yes, Free tier available (not a time-limited trial) (credit card required)
About Cake Equity
Cake Equity is a B2B software company that provides an intuitive cap table and equity management platform for startups and scale-ups. Their main products and services include cap table management, employee stock option plans (ESOPs), fundraising tools, and business valuation analysis. The platform aims to simplify equity ownership, streamline compliance, and help founders engage their teams through transparent equity management.