Cake Equity
Premium
What is Cake Equity?
Equity that motivates everyone.
Cake is the equity platform that moves with your company from your first SAFE to your most complex round — not just a system of record, but a system of action. Every equity job, done right: grants, raises, compliance, and employee ownership, turned into fast, repeatable processes so your team spends more time on decisions and less on data entry.
Built for every seat at the equity table. Founders get a cap table they're never embarrassed to share and the confidence to close rounds faster. Finance and legal get audit-ready reporting, automated document workflows, and a compliance layer they can defend: 409A valuations, ASC 718 reporting, QSBS eligibility tracking, Rule 701 disclosures, and Form 3921 filings, built in and ready when you need them. Employees get real clarity on what they own and why it matters, through Cake's employee app, My Cake. Investors get real-time access, clean audit trails, and no surprises at the next round.
Compliance is the foundation. Motivation is the outcome. When the cap table is accurate, when finance can close a round without cleanup, when legal signs off without hesitation, when employees understand their ownership — that's equity doing its job.
Companies start on Cake and stay on Cake. The platform that handles a seed round handles a Series C just as well, so this isn't where you begin, it's where you grow.
Migration that feels like coming home. Free and accurate, handled entirely by our team, so switching platforms feels less like starting over and more like arriving somewhere better.
Transparent pricing that respects your runway. No extreme annual hikes, no hidden fees, no unused features inflating your bill.
10,000+ companies across every stage of growth run their equity on Cake, rated 4.8/5 on G2 from 130+ reviews.
Clean cap table. Confident raise. Motivated team. Start free in 10 minutes, or talk to someone first — either way, we're here.
Cake Equity Pricing
Cake Equity's pricing is built for founders managing cap tables, equity plans, and 409A compliance from seed through scale. Choose from Build, Team, and Pro — stakeholder-based pricing that grows with your team.
Build ($1,000/year) covers cap table basics for early startups: cap table & certificates, founder vesting & 83(b), templated SAFEs and convertibles, templated stock option grants, scenario modelling, equity benchmarking, doc storage, and the My Cake investor portal. 25 stakeholders included, then $60/stakeholder/year. Available billed annually or quarterly.
Team ($2,750/year) — our most popular plan — delivers compliant equity offers that motivate scaling teams. Everything in Build, plus an audit-ready 409A valuation included, the full contract editor (SAFEs, convertibles, options, RSUs, RSAs — customizable with your attorney), warrants, option exercising, employee education and vesting notifications, and the My Cake portal for employees. 40 stakeholders included, then $60/stakeholder/year. Annual billing only.
Pro ($7,200/year) is audit-ready reporting for executives. Everything in Team, plus ASC 718 valuation, stock-based compensation, 3921 reporting, date-based reporting, and migration & priority support. 100 stakeholders included, then $120/stakeholder/year.
Add-ons: 409A valuation ($1,500/year, included with Team and Pro) and QSBS ($500/year) can be added to any plan.
Annual billing saves up to 33%. Founder-friendly, stakeholder-based pricing gives you flexibility to start small and scale with confidence. Prices on G2 reflect annual billing (per-month amount) with savings already applied.