Cake Equity Reviews & Product Details

I’ve been using Cake for over a year and even got the chance to meet the team. The onboarding modules are excellent, clear, quick, and easy to follow. The product makes managing equity, SAFEs, and option plans painless. I like how everything is structured to help founders stay compliant and investor-ready without needing extra tools or spreadsheets. The support team is fast and friendly, which makes a big difference. Review collected by and hosted on G2.com.

There’s a slight learning curve when setting up advanced equity plans, and some reports could be more customizable. But overall, these are minor issues compared to the value the platform delivers. Review collected by and hosted on G2.com.

We just got the first investment and had to setup our equity management. Cake Equity was extremely fast and simple to use. The entire process felt streamlined, and I was genuinely impressed by the speed of the platform. I also appreciated the excellent support from the Cake team—they were quick to respond and very helpful whenever I needed assistance. Overall, Cake Equity made equity management easy and stress-free. 409a valuation comes as part of the package - big win! Review collected by and hosted on G2.com.

There’s honestly nothing I can think of that I didn’t like. I previously used Carta, and as market leaders, they seem to have gotten a bit complacent. Cake Equity feels like the next generation—much more dynamic and attentive to user needs. Review collected by and hosted on G2.com.

I find Cake Equity to be simple to use and really intuitive, which is especially beneficial for those who aren't necessarily experts in this space. It makes understanding complex aspects of managing a company and a staff capital table much easier. I appreciate how quickly I can get a glance at my cap table and how well it facilitates modeling for capital raising and gathering investor information during capital raise processes. The ease of setup was another highlight, as the initial setup was very easy for me. This positive experience is reflected in my likelihood to recommend Cake Equity to a friend or colleague, for which I would give a score of nine out of ten. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

Cake Equity makes managing our cap table and employee equity plans incredibly simple and stress-free. The platform is intuitive, easy to use, and saves a significant amount of time compared to manual spreadsheets. Their support team is also very responsive and helpful. Review collected by and hosted on G2.com.

While the platform is great overall, some of the reporting features feel a bit limited and could offer more flexibility. Occasionally, the navigation between sections isn't as intuitive as it could be, which can make it harder to find specific details quickly. Review collected by and hosted on G2.com.

It’s got what I need at a price that makes sense for an early stage founder. I’m able to scale it with the business, track my cap table, model dilution etc. it just makes it really easy to understand the equity side which can be confusing when you first start planning everything out. Review collected by and hosted on G2.com.

Not really a dislike I just wish esop was in the lowest tier! I’m looking forward to when we can use that feature. Review collected by and hosted on G2.com.

I appreciate Cake Equity's intuitive and user-friendly design, making it easy to use even without extensive onboarding. The competitive pricing compared to industry peers is a big plus, and their exceptional customer support, highlighted by frequent and engaging interactions, really stands out. The seamless setup process, despite our complex initial data, demonstrated their capability to handle complexity and deliver smooth functionality. Their explainer videos and supportive app enhance usability, offering a comprehensive solution to equity management challenges. Review collected by and hosted on G2.com.

I felt initial concerns about the platform's stability as it seemed more like a web app and not as sturdy as other platforms like Capital, Astrella, or Carta, which feel more similar to banking apps in reliability. This concern was about the potential risk of the platform shutting down or vanishing. Additionally, while Cake is user-friendly, there was a lack of long-standing reliability initially, although these concerns were addressed after speaking with the Cake team. Another downside I see is the pricing scheme; it's somewhat deceptive because, while starting off competitively priced, it eventually requires additional costs for more features, making it comparable to the market rate. As more features are needed, the costs increase significantly, somewhat undermining the initial attractiveness of the basic plan. Review collected by and hosted on G2.com.

Giving employees the insights of their ESOP for their self management, this kind of visibility is a bonus for the team. IT also makes on and offboarding of employees to the ESOP so much simpler!

We have done a round, and are in the process of doing another round - the calculations used in Cake made the planning and process so much easier. Review collected by and hosted on G2.com.

Price is challenging for our current size, but the value is there. Review collected by and hosted on G2.com.

I appreciate that Cake Equity is a pretty easy, straightforward platform with a good user interface. The user experience is positive, and the customer service is commendable, making it a reliable choice. The setup process was relatively straightforward, simplifying initial use. Overall, Cake Equity is a useful tool that efficiently supports my management of stocks and stock options, offering effortless tracking of vesting periods, offer signatures, equity distributions, and more. This comprehensive functionality streamlines everything related to employee share purchase plans, which is incredibly beneficial for managing these complex tasks effectively. Review collected by and hosted on G2.com.

Na Review collected by and hosted on G2.com.

Simple/clean UX, clear workflows, easy onboarding/offboarding, and keeps everything central.

Friendly and responsive support team!

Saves hours of admin and gives employees a more professional experience! Review collected by and hosted on G2.com.

The layout and configuration change frequently. I suppose that's the trade-off for having new features released on a regular basis. Review collected by and hosted on G2.com.

Cake really simplifies employee share schemes for both employers and employees, which can be a really complex topic, particularly if you haven't been involved in one! I find the transparency for employees really empowering (and not to mention, it is super stylish!) Review collected by and hosted on G2.com.

Not a dislike, but more of a limitation once an organisation reaches a certain size or has complex/multiple share schemes in place, but I know this is something they are actively working on! Review collected by and hosted on G2.com.