Cake Equity

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Score7.2

Rank#1 of 29

From$83.33/mo

Free planYes

Runs onAndroid, iOS, Web

Summary

Cake Equity is an equity management platform for startups, bringing cap table administration, fundraising tools, employee ownership, and compliance capabilities together. It maintains cap tables with audit logs and reporting, and supports fundraising scenarios, SAFEs, and convertible notes. For equity awards, it handles stock options, RSUs, and RSAs; employees can use My Cake to review grants and vesting progress. Listed US compliance support includes 409A valuations, Form 3921, 83(b), ASC 718, Rule 701, and QSBS. Cake MCP lets compatible assistants including Claude, Codex, and Cursor read live cap table information; the connection is read-only and available on Team and Pro. The platform also includes investor communications, document sharing, and portfolio access. Cake says it migrates cap tables for free, with human review and reconciliation before the information goes live. It works in mobile browsers and can be added to an iPhone or Android home screen without an app-store download. Plans include a free option and paid plans from $1,000/yr.

Who it is for

Cake suits startup founders and finance teams managing equity, fundraising, and compliance, as well as employees, investors, and attorneys who need access to equity or investor information.

What is good

Cap tables include audit logs and reporting.
Supports SAFEs and convertible-note scenario modeling.
Employees can view grants and vesting in My Cake.
Free migration includes human review and reconciliation.

What to know first

Free plan includes five stakeholders.
Build costs $1,000.00 USD per year.
Pro pricing is not listed.

Verdict

Cake covers cap table management, fundraising, employee awards, and investor access in one platform. Its free plan is limited to five stakeholders, while paid plans start at $1,000/yr.

Cake Equity plans and pricing

All plans

Free Free 5 stakeholders included · no credit card required · cap table, stock options, SAFE notes cakeequity.com · 30 Sept 2026

Build $1,000/yr annually 25 stakeholders included · $1 per additional stakeholder cakeequity.com · 30 Sept 2026

Team $2,750/yr annually 40 stakeholders included · $5 per additional stakeholder · annual only cakeequity.com · 30 Sept 2026

Pro Not published Annual billing (quarterly available) 100 stakeholders included · $60 per additional stakeholder · custom pricing cakeequity.com · 30 Sept 2026

Compared on equity compensation management software

Free plan: Yescakeequity.com

Facts

Purpose: Cake describes itself as an equity management platform for growing startups, covering cap table accuracy, compliance readiness, and employee ownership.cakeequity.com · 30 Sept 2026
Cap table: The platform manages cap tables and provides audit logs and reporting.cakeequity.com · 30 Sept 2026
Fundraising: Cake supports fundraising scenario modeling, SAFEs, and convertible notes.cakeequity.com · 30 Sept 2026
Equity incentives: Cake supports stock options, RSUs, and RSAs, and its employee portal My Cake lets employees view their equity grants and vesting progress.cakeequity.com · 30 Sept 2026
US compliance: Cake lists 409A valuations, Form 3921, 83(b), ASC 718, Rule 701, and QSBS among its US compliance capabilities.cakeequity.com · 30 Sept 2026
AI integration: Cake MCP connects Claude, Codex, Cursor, and other MCP-compatible assistants to read live cap table data; it is read-only and included on Team and Pro.cakeequity.com · 30 Sept 2026
Investor communications: Cake provides investor communications, document sharing, and portfolio access through its platform and My Cake portal.cakeequity.com · 30 Sept 2026
Migration: Cake says it provides free cap table migration, with human review and reconciliation before the migrated data goes live.cakeequity.com · 30 Sept 2026
Security: Cake's Trust Center identifies ISO/IEC 27001:2022 under its compliance information and provides a way to request access to security documentation.trust.cakeequity.com · 30 Sept 2026
Mobile access: Cake is optimized for mobile browsers and can be added to an iPhone or Android home screen without an app store download.help.cakeequity.com · 30 Sept 2026
Support: The Pro plan includes priority support through a dedicated Slack channel.cakeequity.com · 30 Sept 2026
Target users: Cake says it is built for startups at every stage, from an initial SAFE through later funding rounds, and serves founders, finance teams, employees, investors, and attorneys.cakeequity.com · 30 Sept 2026