[ Cake Eq... Reviews ](https://www.g2.com/products/cake-equity/reviews) [ Cake Eq... Reviews ](https://www.g2.com/products/cake-equity/reviews) # Cake Equity Pricing Overview [Editedit](https://my.g2.com/cake-equity/pricings) Free Trial ## Cake Equity Pricing Key Insights Last updated on Apr 09, 2026 * * * Cake Equity offers **6 pricing editions** , starting at **$0**. Cake Equity pricing tiers are designed to support different usage levels and team sizes. Cake Equity also offers a **free trial**. Compare the Cake Equity pricing table below to figure out the best fit for your needs. Some plans may require you to contact **Cake Equity** for **custom pricing**. * * * Free — $0 / 5 Stakeholders Per Month QSBS — $500 / 1 Feature access Per Year Build — $1,000 / 25 Stakeholders Per Year 409a — $1,500 / 1 Report With One-Time Purchase Team — $2,750 / 40 Stakeholders Per Year Pro — Contact Us / 100 Stakeholders Per Year Rated 4.8 / 5 \*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller. Build $1,000.00 25 Stakeholders Per Year Get Started Cap table basics for early startups - 25 stakeholders + $60per additional - Cap table & certificates - Templated SAFEs & convertibles - Templated stock option grants (c-corp only) - Equity benchmarking - Scenario modelling - My Cake team & investor portal - Doc storage & investor communications Show More Team $2,750.00 40 Stakeholders Per Year Get Started Compliant offers that motivate teams - 40 stakeholders + $60 per additional p/y - All Build plan + - 2 x Audit-ready 409A valuation - Full contract editor (SAFEs, Convertibles, Options, RSUs & RSAs - customise with your attorney) - Options exercising - Warrants - My Cake employee education & calculators Show More Pro Contact Us 100 Stakeholders Per Year Get Started Audit-ready reporting for your executives - All Team plan + - Stock-based compensation reporting - 3921 reporting - Date-based reporting - Managed migration & priority support - HRIS integration (coming soon) Show More 409a $1,500.00 1 Report With One-Time Purchase Get Started Determine strike price for employee stock options and tax compliance - Audit-ready 409a valuation Show More QSBS $500.00 1 Feature access Per Year Get Started Potentially save your investors & employees $ in capital gains taxes - Access to QSBS reporting Show More Free Free 5 Stakeholders Per Month Get Started Free use of Build plan for up to 5 stakeholders - Access to Build features - Includes cap table, stock options, and SAFE notes Show More 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 — customisable 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. Pricing information for Cake Equity is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Cake Equity must be conducted with the seller. Pricing information was last updated on June 10, 2026 Show More ## Cake Equity Pricing FAQs Generated using AI ### Is Cake Equity free, or does it offer a free trial? Yes. According to G2 data, Cake Equity offers a free plan with limited features. Users can upgrade to paid plans for additional capabilities. Visit the seller's official pricing page to compare plan options and features. ### How much does Cake Equity cost in 2026? According to G2 data, Cake Equity pricing in 2026 starts at $500.00 and can reach $2,750.00 depending on the selected plan. Pricing may vary based on billing terms or usage, so users should review the Cake Equity's official pricing page for the most current details. ### Who is Cake Equity pricing best suited for? Cake Equity's pricing is best suited for early-stage and seed-funded startups, particularly small businesses with fewer than 50 employees. The overwhelming majority of G2 reviewers identifying their company size fall into the small business segment, spanning industries like computer software, health and wellness, fintech, and food and beverages. The Starter tier suits founders needing basic cap table and SAFE management, while the Growth tier fits companies launching employee stock option plans. G2 reviewers in mid-market companies also find value, particularly for ESOP administration and investor communications. A few G2 reviewers caution that pricing can become challenging as stakeholder counts grow, making it less ideal for larger, complex organizations. ### What are the key differences between the free and paid versions of Cake Equity? Cake Equity's free tier provides access to core cap table features including cap table management, stock options, and SAFE notes, making it a functional starting point for very early-stage founders. Cake Equity's paid plans unlock significantly more capability: the Starter tier at $40/month adds vesting schedules, 83B forms, e-signing, fundraising modeling, and shareholder portal access for up to 30 stakeholders. The Growth tier at $80/month further adds incentive plans, board approvals, options exercising, warrants, and equity benchmarking. The Pro tier, available on annual billing at custom pricing, includes 409A and ASC 718 valuations, stock-based compensation reporting, and managed migration. G2 reviewers highlight ESOP features and 409A valuations as key upgrade drivers. ### Is Cake Equity considered good value for its pricing? Cake Equity is widely regarded as strong value for money, particularly among early-stage startups. G2 reviewers frequently compare it favorably to Carta, with multiple users describing it as a fraction of the price while delivering comparable core functionality. One G2 reviewer noted Cake Equity costs roughly 10% of Carta's price, and several others explicitly switched from Carta citing cost savings. The $40/month Starter and $80/month Growth tiers are consistently praised as affordable for small businesses. A few G2 reviewers acknowledge that costs can escalate with additional stakeholders or add-ons, but the overall sentiment across hundreds of reviews reflects strong satisfaction with the pricing-to-feature ratio. ## Top-Rated Alternatives [ ![Carta Equity Suite](https://images.g2crowd.com/uploads/product/hd_favicon/8557be990b3513952cd67b5494d36ac8/carta-equity-suite.svg "Carta Equity Suite") Carta Equity Suite 4.4/5 (232) ](https://www.g2.com/products/carta-equity-suite/reviews) [ ![Pulley](https://images.g2crowd.com/uploads/product/hd_favicon/f006312fe437592fea355c815fb5637a/pulley-pulley.svg "Pulley") Pulley 4.7/5 (131) ](https://www.g2.com/products/pulley-pulley/reviews) [ ![Qapita](https://images.g2crowd.com/uploads/product/hd_favicon/d75764ce48b0ba91127bc6e6758026a2/qapita.svg "Qapita") Qapita 4.6/5 (313) ](https://www.g2.com/products/qapita/reviews) [ View All Alternatives ](https://www.g2.com/products/cake-equity/competitors/alternatives) ## Cake Equity Pricing Reviews (2) ![Sam W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sam W.") SW Sam W. Chief Financial Officer Mid-Market (51-1000 emp.) 7/26/2025 More Options - - [Respond as Cake Equity](https://www.g2.com/survey_responses/cake-equity-review-11437002/official_response/new) "easy to use - good dashboards" 5/5 What do you like best about Cake Equity? great customer support - easy to use. lots of needed functions Review collected by and hosted on G2.com. What do you dislike about Cake Equity? nothing so far it's great, reasonable price Review collected by and hosted on G2.com. What problems is Cake Equity solving and how is that benefiting you? maintaining manual excel cap table, issuing certificates Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Mechanical or Industrial Engineering](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Mechanical or Industrial Engineering") AM Verified User in Mechanical or Industrial Engineering Small-Business (50 or fewer emp.) 8/14/2025 More Options - - [Respond as Cake Equity](https://www.g2.com/survey_responses/cake-equity-review-11547569/official_response/new) "Workflow ​and Visual Ease" 4/5 What do you like best about Cake Equity? The simplicity of setting up the account and producing reports and certificates. Review collected by and hosted on G2.com. What do you dislike about Cake Equity? The additional cost for functionality unlock is expected with a fintech platform that actually works. Review collected by and hosted on G2.com. What problems is Cake Equity solving and how is that benefiting you? Enabling one dynamic location for convertible, ESOP and tracked issuing of certificates and options. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic Cake Equity Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9c3847bd891a736666c595ee7421f2dd/carta-equity-suite.png "Product Avatar Image") Carta Equity Suite 4.4/5 (232) [ Compare Now ](https://www.g2.com/compare/cake-equity-vs-carta-equity-suite) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d27d69a25ad09dd1554abd72a251af49/pulley-pulley.png "Product Avatar Image") Pulley 4.7/5 (134) [ Compare Now ](https://www.g2.com/compare/cake-equity-vs-pulley-pulley) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_b00ff6c0b84afa38d2e078caedc78b3a/ledgy.png "Product Avatar Image") Ledgy 4.7/5 (65) [ Compare Now ](https://www.g2.com/compare/cake-equity-vs-ledgy) ##### Categories on G2 [ Equity Management ](https://www.g2.com/categories/equity-management) ##### Explore More [ What's the most recommended partner relationship management software ](https://www.g2.com/discussions/what-s-the-most-recommended-partner-relationship-management-software)[ Best platforms for tracking company equipment and inventory ](https://www.g2.com/discussions/best-platforms-for-tracking-company-equipment-and-inventory)[ Most reliable MDR software for IT companies ](https://www.g2.com/discussions/most-reliable-mdr-software-for-it-companies-which-one-do-you-recommend) [ Which sales intelligence app is best for tracking leads ](https://www.g2.com/discussions/which-sales-intelligence-app-is-best-for-tracking-leads)[ Branding Agencies in Chicago ](https://www.g2.com/categories/branding-agencies/locations/chicago-il-us)[ Pros and Cons Details ](https://www.g2.com/products/cake-equity/reviews?qs=pros-and-cons) Show More [ What's the most recommended partner relationship management software ](https://www.g2.com/discussions/what-s-the-most-recommended-partner-relationship-management-software)[ Best platforms for tracking company equipment and inventory ](https://www.g2.com/discussions/best-platforms-for-tracking-company-equipment-and-inventory)[ Most reliable MDR software for IT companies ](https://www.g2.com/discussions/most-reliable-mdr-software-for-it-companies-which-one-do-you-recommend) [ Which sales intelligence app is best for tracking leads ](https://www.g2.com/discussions/which-sales-intelligence-app-is-best-for-tracking-leads)[ Branding Agencies in Chicago ](https://www.g2.com/categories/branding-agencies/locations/chicago-il-us)[ Pros and Cons Details ](https://www.g2.com/products/cake-equity/reviews?qs=pros-and-cons)