--- title: Cake Equity Reviews meta_title: 'Cake Equity Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 130 reviews by the users' company size, role or industry to find out how Cake Equity works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 130 scale: '5' date_modified: '2026-07-17' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Cake Equity Reviews **Vendor:** Cake Equity **Category:** [Equity Management Software](https://www.g2.com/categories/equity-management) **Average Rating:** 4.8/5.0 **Total Reviews:** 130 ## About Cake Equity Cake Equity is an equity management platform that helps startups and growing companies manage their cap table, equity compensation, and compliance in one place. It moves with a company from its first SAFE or option grant through complex funding rounds, giving founders, finance, legal, and employees one system to stay aligned as the company scales. Designed as a system of action, Cake brings cap table management, stock option and ESOP administration, equity plan design, and built-in compliance into a single platform, with automated workflows and intelligent insights that surface what matters before teams have to ask. Core capabilities include: - Cap table management and modeling: a real-time cap table with scenario modeling for funding rounds, SAFE conversions, and exits. - Stock option and ESOP administration: grant issuance, vesting schedules, and equity plan management in one place. - Built-in compliance: 409A valuations, ASC 718 reporting, and board approval workflows for audit-ready records. - Automated document workflows: document generation, scanning, and contract editing that reduce manual equity admin. - Employee equity education: built-in tools that help employees understand what they own, how their equity works, and why it matters. What sets Cake apart is motivation. Beyond managing equity, Cake gives every stakeholder a reason to care about it: founders get a cap table they can trust, finance and legal teams get audit-ready reporting and faster document workflows, and employees get real clarity on their ownership. ## Cake Equity Pros & Cons **What users like:** - Users appreciate Cake Equity's **intuitive and user-friendly design** , making equity management straightforward and efficient. (23 reviews) - Users commend the **friendly and responsive support team** at Cake Equity, enhancing the overall user experience significantly. (20 reviews) - Users appreciate the **intuitive and visually appealing interface** of Cake Equity, facilitating smooth navigation and effective workflows. (18 reviews) - Users value the **transparent insights** provided by Cake Equity, simplifying ESOP management and enhancing employee understanding. (9 reviews) - Users appreciate the **ease of use** of Cake Equity, valuing its straightforward setup and management features. (9 reviews) - Users appreciate the **ease of implementing and managing cap tables** with Cake Equity, greatly simplifying equity administration. (8 reviews) - Intuitive Design (8 reviews) - Users love the **simplicity and intuitive design** of Cake Equity, making equity management effortless and efficient. (7 reviews) - Implementation Ease (6 reviews) - Pricing (5 reviews) **What users dislike:** - Users find the **frequent layout changes** and navigation challenges hinder the overall user experience with Cake Equity. (5 reviews) - Users find the **lack of instructions** frustrating, as navigating the platform can be confusing without guidance. (4 reviews) - Users experience **poor customer support** due to delays in responses and difficulty reaching service representatives. (4 reviews) - Users found the **difficult setup** of Cake Equity challenging initially, though manageable with time and effort. (3 reviews) - Users find Cake Equity's pricing **expensive** for necessary features, leading to concerns about overall value for smaller teams. (3 reviews) - Complex Reporting (2 reviews) - Users find Cake Equity **lacking in basic features** , with limitations like single file uploads impacting usability. (2 reviews) - Shareholder Management (2 reviews) - Access Limitations (1 reviews) - Complex ESOP Management (1 reviews) ## Cake Equity Reviews ### 1. Workflow ​and Visual Ease **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2025 **What do you like best about Cake Equity?** The simplicity of setting up the account and producing reports and certificates. **What do you dislike about Cake Equity?** The additional cost for functionality unlock is expected with a fintech platform that actually works. **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. ### 2. Cake aboslutely rocks for motivating employees, and the simplicity in how it is used. **Rating:** 5.0/5.0 stars **Reviewed by:** Ben K. | Founder, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2024 **What do you like best about Cake Equity?** This is the simplest platform to use, it takes minutes to go from nothing to a fully working portal for employees to see their share certificates, vesting schedules, and the dollar value of the equity they have in our company. We see the benefits of every employee being an owner of Aviato Consulting, it helps keep us all aligned on what is best for the company, and sharing in that success is super important to us. **What do you dislike about Cake Equity?** We have a ton of employees in India so we manage them with Zoho People, an integration (with Zoho or Google Workspace) would make it slightly easier than uploading a CSV of new employees, but we do this once per year so not a huge issue. **What problems is Cake Equity solving and how is that benefiting you?** Cake helps us motivate employees and keep them aligned to our business goals by making every employee at Aviato Consulting an owner. ### 3. Cake is awesome for ESOPs - love it! **Rating:** 5.0/5.0 stars **Reviewed by:** Alex S. | Co-founder, Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2024 **What do you like best about Cake Equity?** As a law firm working with a range of startups and small/medium businesses, we often see clients struggling to get their heads around ESOPs and cap table management. Cake Equity is the platform we consistently recommend - it takes what can be a really confusing process and makes it simple and user-friendly. Our clients love how easy it is to issue options, track vesting, and keep their cap table up-to-date. Cake genuinely understands the challenges startups face, and it shows in the way they’ve designed the platform. It saves our clients so much time, hassle, and money, while also helping them engage their teams with properly managed equity. It’s a no-brainer for any founder looking to streamline their equity management! **What do you dislike about Cake Equity?** Nothing, except to say their UX is so good it makes me jealous for our own platform! **What problems is Cake Equity solving and how is that benefiting you?** Cake is solving a major pain point for startups and businesses: the complex and often time-consuming process of managing ESOPs and cap tables. Traditionally, keeping track of equity, share issuance, and employee options can be a mess of spreadsheets, legal documents, and manual calculations. Cake Equity’s platform simplifies all of this by automating the process, ensuring compliance, and providing an easy-to-use interface to track and manage everything in one place. For our clients, this means they can focus on growing their business and building their teams, without worrying about the administrative burden of equity management. For us as a law firm, it means we can offer a seamless solution to our clients, knowing they have a reliable tool to manage their ESOPs effectively and stay compliant, which complements the legal work we provide. ### 4. Outstanding Customer Service and Simple, Effective Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Cake Equity?** Amazing customer service! Shannon was great **What do you dislike about Cake Equity?** I’m not sure anything. It’s a really good and simple platform with good customer service **What problems is Cake Equity solving and how is that benefiting you?** It’s helping me manage cap table and fundraising ### 5. Def Recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages **Reviewed Date:** October 09, 2025 **What do you like best about Cake Equity?** Ease of use. Good support. Good AI. Has good features **What do you dislike about Cake Equity?** na. nothing to say here. Except it won't let me get into Cake without completing this survey **What problems is Cake Equity solving and how is that benefiting you?** Keeping up with investors and documents ### 6. Amazing service paired with great technology **Rating:** 5.0/5.0 stars **Reviewed by:** Chris H. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Cake Equity?** I love the customer service team. My onboarding has been incredible but a huge shout out to Elin. She took extra time with me to thoroughly answer my questions, address my needs, and personally take care of helping deliver equity agreements to all of my people. She was patient, helpful, joyful, and generous. You cannot go wrong working with this rockstar team and product. **What do you dislike about Cake Equity?** I the only thing I would love is to be able to send out emails inviting people to the platform to sign more than one document. **What problems is Cake Equity solving and how is that benefiting you?** They are solving my needs around managing all of my shareholders, getting all shareholder agreements signed, and manager future shareholders. ### 7. Cake Equity Makes Managing My Cap Table a Breeze **Rating:** 4.5/5.0 stars **Reviewed by:** Garry S. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 29, 2024 **What do you like best about Cake Equity?** As a startup with a large and international cap table that includes Shares,SAFES, Convertible Notes and Options without Cake Equity we simply could not manage our current investors or conduct a new raise. Cake equity is an essential intuitive productivity tool and makes investor relations and raising a breeze. The support team and in particular Shannon is easily the most responsive professional support out of all my global software vendors. **What do you dislike about Cake Equity?** We moved from captable.io to Cake equity when captable got out of this business. One of the things that captable does really well is the document management side of things. When I started using cake equity a year or so ago I found this gap frustrating but here is the thing. I made a detailed product improvement suggestion to Cake and to my amazement they implemented it and continue to make improvements every month **What problems is Cake Equity solving and how is that benefiting you?** Captable Management, Raise Planning. Employee Option Management, Investor Relations ### 8. Highly Recommend Cake Equity! **Rating:** 5.0/5.0 stars **Reviewed by:** Yee T. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2024 **What do you like best about Cake Equity?** Cake Equity has made managing cap tables and ESOP simple. The platform is user-friendly and intuitive, with an easy migration process that ensures a smooth start. Their support team is outstanding, always available to assist when needed. Plus, the platform offers a comprehensive range of online resources and FAQs to guide users. Whether you're updating the cap table or setting up an ESOP, Cake handles everything efficiently and with ease. We highly recommend Cake! **What do you dislike about Cake Equity?** There’s a sharp learning curve when you first start using the platform so it can be overwhelming at first but there is always support available to help along the way. **What problems is Cake Equity solving and how is that benefiting you?** We especially like the auto-vesting feature, which simplifies a crucial part of equity management. ### 9. Personal Service for smaller companies **Rating:** 5.0/5.0 stars **Reviewed by:** Ray T. | Alignment Team | Head of PADRE Operations, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2025 **What do you like best about Cake Equity?** My onboarding process was personalized, fast, and supportive. The system is easier to use than Carta. Implementation was fast and easy. It has all of the features that I need. **What do you dislike about Cake Equity?** I have no issues to mention. They have been great. **What problems is Cake Equity solving and how is that benefiting you?** It is simplifying the management of shareholders for our company. ### 10. Cap Table information at your fingertips **Rating:** 5.0/5.0 stars **Reviewed by:** Lana D. | Data Privacy Manager, Tech Lawyer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2024 **What do you like best about Cake Equity?** In today's fast-paced business environment, maintaining clear and organised communication with stakeholders is crucial. Using Cake allows the company to keep information about all stakeholders tidy and updated. Each option and note holder has own account, which allows them to stay informed and engaged. This approch foster trust with start-up founders. In addition, the Cake team is friendly and happy to answer any questions despite of the time zone difference. **What do you dislike about Cake Equity?** The interface is not intuitive at the first glance, but it take couple of meetings with the Cake team to understand how it works. **What problems is Cake Equity solving and how is that benefiting you?** Cake Equity tool eliminates confusion among shareholders, option holders and note holders. Once the information is transferred into Cake, it's the source of truth and transparency. I can easily refer to Cake to find answers to stakeholders' questions. ### 11. Great service, low price, strong features **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2025 **What do you like best about Cake Equity?** Service. I can schedule a same-day 20 minute session where I have 1-on-1 help setting things up. I had specific questions and the session was based entirely on what I needed. Also, the interface is intuitive and easy to use. **What do you dislike about Cake Equity?** I would like to transact investments through the platform if I bring my own financing documents. If I bring my own financing documents, I have to collect the money separately instead of through Cake. If you use the Cake provided standard documents, then you can collect money directly inside Cake. **What problems is Cake Equity solving and how is that benefiting you?** Capital table management, sending options to employees/contractors/advisors, investor portal. ### 12. Cake Equity Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Russell B. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Cake Equity?** I find the platform easy to use and it provides a good audit trail for transactions. The options were simple to commence and adjust to suit our needs. The offer letters and communication channels with employees are simple to use and keeps everything in one place. I save a lot of time using the platform, as opposed to maintaining an inhouse register. The platform aslo extends to shareholders, which is important in our business. I have found Cake's customer service to be excellent. **What do you dislike about Cake Equity?** There is nothing I dislike about the product or service. **What problems is Cake Equity solving and how is that benefiting you?** Cake Equity saves me a lot of time, and provides a easy to understand set of correct records for options and commen shares. ### 13. Cake Equity is very easy to set up and use! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** May 13, 2025 **What do you like best about Cake Equity?** Cake is a very user-friendly platform which makes managing equity and cap tables easy and transparent. **What do you dislike about Cake Equity?** Whilst not an issue yet and pricing is very competitive at startup level, the costs may increase significantly over time with the onboarding of new employee shareholders **What problems is Cake Equity solving and how is that benefiting you?** Moving cap table and equity management off spreadsheets which is reducing time and allowing one stop shop for equity **Official Response from Elise Peate:** > Thanks so much for sharing your experience! I’m glad to hear Cake has made equity management simpler and more transparent for you - that’s exactly what we aim for. I appreciate your note on pricing as companies scale; it’s something we’re mindful of as we grow alongside our customers. Excited to keep supporting your journey beyond spreadsheets and into a more seamless equity experience. ### 14. Genuinely care about founders **Rating:** 5.0/5.0 stars **Reviewed by:** Jayme H. | Founder and CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2025 **What do you like best about Cake Equity?** My overall experience has been great. The platform is easy to use and very helpful. **What do you dislike about Cake Equity?** So far so good, I have not found anything yet. **What problems is Cake Equity solving and how is that benefiting you?** Cake is super easy to use, and whenever I reach out to the support team, they’re always attentive and genuinely care about us founders. It’s such a useful tool for founders, especially with all the other things we need to juggle. Cake truly makes my life so much easier! ### 15. All in one Equity tool to manage your business effectively **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle B. | Finance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2024 **What do you like best about Cake Equity?** Cake equity is quite easy to implement and use, seamless to manage all aspects of your company equity, whether it be a simple cap table, right through to convertible notes, safe notes, employee options, integration to ASIC for updating official records and more. The charts are also a nice addition to add an equity snapshot into Board reports. Additionally, if you get stuck on how to do something, support is fast and efficient. Stop wasting your time with excel and get into Cake. Highly recommend. **What do you dislike about Cake Equity?** I am yet to find anything to comment on as a dislike. **What problems is Cake Equity solving and how is that benefiting you?** Cake equity has removed the inefficiency of maintaining an equity register in excel, this helps tremendously with reporting and accuracy, especially when adding notes with differing conversion rates and dates, these seamlessly convert into equity at the relevant time. It also provides a place where shareholders/noteholders can login and view their holdings/investments. The syncing with the ASIC register removes the "paperwork" required to affect any register changes via an integration to a 3rd party agent. These efficiencies save quite a lot of time if you are managing these tasks manually via excel. ### 16. Exceptional Platform for Equity Management — User-Friendly and Affordable **Rating:** 5.0/5.0 stars **Reviewed by:** Paul M. | Head of APAC, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2024 **What do you like best about Cake Equity?** As a leader, managing our cap table used to feel overwhelming, but Cake Equity has made the whole process seamless. The platform is incredibly user-friendly — even if you’re not an expert, you’ll be able to navigate it with ease. It’s straightforward to set up, and everything is clearly organized, which has saved us so much time and hassle. Cake was affordable and their support team has been fantastic, always quick to help when we have questions. I highly recommend Cake Equity to any founder or business owner looking for a simple, affordable way to manage equity. **What do you dislike about Cake Equity?** Enhancing the reporting capabilities would make an already great platform even more powerful for busy founders and finance teams **What problems is Cake Equity solving and how is that benefiting you?** Cake Equity solves several big challenges for us. It simplifies complex processes like issuing stock options and tracking vesting schedules, which used to take up valuable time and often led to errors. Plus, the built-in compliance features give us peace of mind that we’re staying within legal and financial regulations. Another huge benefit is how much easier it is now to communicate the value of equity to our team, which helps keep everyone motivated. ### 17. Top Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Alcides A. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2024 **What do you like best about Cake Equity?** I have been using Cake over a year now. The support I get from Elin and team is one of the best support I've received for a product in a while. If I can't find an answer, I reach out and always have a response within 24hrs. If I need to hop on a call, they are always available. Would highly recommend this software. **What do you dislike about Cake Equity?** I would have to see being more detailed in the help areas when it comes to using the products. Sometimes I have to reach out to support for things that should probably be on there. But they are always making updates. **What problems is Cake Equity solving and how is that benefiting you?** Keeping track of all our employees and investor's equity and vesting schedule. ### 18. Great software to make CFO's lifes easier **Rating:** 5.0/5.0 stars **Reviewed by:** Nico P. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2024 **What do you like best about Cake Equity?** I find Cake Equity to be an incredibly intuitive and time-saving platform for managing equity. The simplicity of the interface makes what used to be complex cap table management a breeze. It's a relief to have all my equity management needs in one place, from ESOP administration to capital raises. The real-time visibility it provides to all stakeholders is fantastic, and it's made communicating with shareholders so much easier. Whenever I've had questions, the customer support team has been exceptionally helpful. Overall, Cake Equity has transformed my approach to equity management, making it less stressful and more efficient. **What do you dislike about Cake Equity?** There are a few features which I know at the roadmap are coming like the ability to download a non diluted cap table. **What problems is Cake Equity solving and how is that benefiting you?** Cake Equity is solving several critical problems in equity management, benefiting users in numerous ways. The platform simplifies complex equity processes, making cap table and ESOP management straightforward and easy to handle. This transformation allows users to focus more on strategic business growth rather than getting bogged down in administrative tasks. Additionally, the platform ensures compliance and minimises errors in equity management, providing peace of mind to its users. Overall, Cake Equity has turned equity management from a burdensome necessity into a smooth, efficient process that adds value to company operations, reducing stress and saving time for its users. ### 19. Cake makes equity so easy! **Rating:** 5.0/5.0 stars **Reviewed by:** Audrey . | Product & design lead, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2024 **What do you like best about Cake Equity?** I've used Cake both as an employee (receiving equity) and company (managing employee equity), and I've had an incredible experience with both. It's an easy to use product that makes equity fun and easily learnable. From the employee side, I love how thoughtful they are in creating graphs and small moments of delight that make you excited to receive your equity grants. **What do you dislike about Cake Equity?** I have nothing bad to say! Am always delighted with its use. **What problems is Cake Equity solving and how is that benefiting you?** Being an employee with a company that uses Cake is a delight. I love knowing when I vest, manage all my equity contracts, and see how it'll grow over time. ### 20. Excellent centralised equity platform & great support team. **Rating:** 5.0/5.0 stars **Reviewed by:** Charlie G. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2024 **What do you like best about Cake Equity?** Since 2020, we’ve been using Cake, an excellent centralized platform that’s incredibly user-friendly. It provides a real-time overview of our cap table and stakeholders. The experienced team behind Cake is responsive, with a comprehensive FAQ section, and they’re always available for customized support if needed. We’ve successfully completed three CSF raises, and each time, the Cake team has seamlessly updated our shareholder information. The platform facilitates easy communication with shareholders and allows for straightforward updates to shareholder details and share transfers. Additionally, distributing documents, such as financial statements, is simple, as stakeholders can access everything through their personalized portals **What do you dislike about Cake Equity?** Like all things new, it takes a while to navigate the site for particular things, but as mentioned simply ask and the team will get back to you. **What problems is Cake Equity solving and how is that benefiting you?** Real time shares ownership. Accomadating thousands of shareholders. Online share transfer management. Distribution of important documents to shareholders. ### 21. Great User Experience and Intuitive interface! **Rating:** 5.0/5.0 stars **Reviewed by:** Steven G. | Brand Designer, UI Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2024 **What do you like best about Cake Equity?** I love how simple and intuitive Cake is! As an employee, I finally understand and can actively manage my ESOPs. What used to be a confusing process is now clear and user-friendly. it not only keeps me informed about the company’s growth but also motivates me to reach my personal goals. Highly recommend for anyone looking to navigate equity with ease! **What do you dislike about Cake Equity?** I wish I had a tool like this at my last job! Managing company stocks manually was such a hassle; this would have made the process much smoother and more efficient. **What problems is Cake Equity solving and how is that benefiting you?** Automate equity management ### 22. Best platform for managing equity **Rating:** 5.0/5.0 stars **Reviewed by:** Akhilesh S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2024 **What do you like best about Cake Equity?** Cake provides a very simple interface for users without financial background.It was amazing how easy it was to setup our account and start using it. In less than 10 minutes we were able to setup the first equity grant structure and in a day we felt comfortable with over 20 employees in the system each having their own equity grant. Our CA was asking for $1500 to make a cap table - cake saved us money and time. **What do you dislike about Cake Equity?** Hardly anything! Their prices are very reasoable and they provide the services as promised. I can't complain about anything while working with them. **What problems is Cake Equity solving and how is that benefiting you?** Helping us manage equity in transparent self service way. Cake lets us update the grants in realtime which saves us money and time compared to working with traditional CAs. ### 23. Outstanding customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Vanessa N. | Chief Of Staff, Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2024 **What do you like best about Cake Equity?** Cake is a beautiful platform for me to use as the Administrator, but also for our team to interact with. I have found that time and time again, the Cake team go above and beyond to help me quickly and easily use the platform and trouble shoot anything I need. They are also constantly updating features on the platform based on my feedback, so my experience only gets better with time. **What do you dislike about Cake Equity?** You do sometimes need a guide on where to go in the platorm to find what you need. **What problems is Cake Equity solving and how is that benefiting you?** Managing our Cap Table ### 24. Very userfriendly and ituitive cap table management tool **Rating:** 4.5/5.0 stars **Reviewed by:** Peter H. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2025 **What do you like best about Cake Equity?** Clean interface and straight forward usage Integrated document signing features **What do you dislike about Cake Equity?** Setting up appropriate alternate signing arranagements via a trust nominee was initially tricky to ensure worked but fine after a few goes **What problems is Cake Equity solving and how is that benefiting you?** Automating the cap table managment process and ensuring there is a single source of truth for all the relevant shares, options and securities ### 25. Lovely team to work with **Rating:** 3.5/5.0 stars **Reviewed by:** Romy G. | Lawyer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2025 **What do you like best about Cake Equity?** Shannon and the team are great to communicate with and very helpful! **What do you dislike about Cake Equity?** While great for start-ups, can be more difficult for larger companies with quirks in their Option Pools to fully harness the capabilities of the platform. **What problems is Cake Equity solving and how is that benefiting you?** Shareholder Management ### 26. Strong SaaS-led delivery of share registry management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Renewables & Environment | Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2025 **What do you like best about Cake Equity?** Cake's interface is relatively easy to navigate and there are constantly new features being added to the platform. Updating information is normally straight forward. From the user side, I can easily see my holdings and the ability to store documentation is useful. **What do you dislike about Cake Equity?** Getting help when we have an issue has not always been straightforward and required a lot more effort to get a person to provided assistance. **What problems is Cake Equity solving and how is that benefiting you?** Manage the company's share register requirements in an easy way as possible for all stakeholders. ### 27. Seamless transition, great support team, love the interface! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Media Production | Mid-Market (51-1000 emp.) **Reviewed Date:** March 26, 2025 **What do you like best about Cake Equity?** How easy were they in migrating all our data from the previous service? It felt like being welcomed home. **What do you dislike about Cake Equity?** The initial learning curve might be a challenge, but the look and feel makes it very comfortable. **What problems is Cake Equity solving and how is that benefiting you?** Giving a great service at a much lower price than the competition. ### 28. Efficency win **Rating:** 5.0/5.0 stars **Reviewed by:** Sofia B. | Head of R&D and Grants, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2024 **What do you like best about Cake Equity?** Cake Equity is great for managing option pools and keeping clean records. I have found the user interface easy to interact with, and their customer service is super helpful. Getting a visulaisation of the options, communicating with shareholders and managing the cap table has never been easier or cleaner. **What do you dislike about Cake Equity?** At this stage there is nothing that I am disliking when I engage with this product **What problems is Cake Equity solving and how is that benefiting you?** Clear management of option pools & communication to option holders. Having clean records and great visualisation. ### 29. Such a simple setup and staff is very helpful in getting account up and running. **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew K. | Head of Partnerships, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2024 **What do you like best about Cake Equity?** Resource center was very nicly built out. UX/UI is 10/10. Employees will be excited to receive welcome email. **What do you dislike about Cake Equity?** At this time I dont see any issues with the platform **What problems is Cake Equity solving and how is that benefiting you?** We just opened a ESOP and needed a solutions that was simple for our employee grants. We also did not have any documentation prepared ### 30. Best way to start a company off right! **Rating:** 5.0/5.0 stars **Reviewed by:** Jared L. | Founder, President, Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2024 **What do you like best about Cake Equity?** Absolutely loved how simple and easy to use Cake Equity was when we started our business. From creating staekholders, to managing our cap table, everything is where you'd expect it. We are also able to get critical documents sent and electronically signed quickly. **What do you dislike about Cake Equity?** I only wish I had known about sooner! I may have started more businesses :) **What problems is Cake Equity solving and how is that benefiting you?** Being able to easily manage our cap table and communicate progress updates with shareholders. ### 31. Great to see someone going head to head vs. Carta (at a fraction of the price) **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2025 **What do you like best about Cake Equity?** - Very simple user interface - Great customer success - book a 15 min call whenever you need - The individual platform is great for options holders **What do you dislike about Cake Equity?** Nothing comes to mind. The free trial is a good way to get started before having to pay. **What problems is Cake Equity solving and how is that benefiting you?** I needed to give options to members of our team and wanted a platform to manage all the grants, documents, etc. I was also able to bring in all the rest of the cap table + SAFEs. ### 32. Simplifies cap table management **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron B. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2024 **What do you like best about Cake Equity?** The user experience onboarding on Cake was an absolute pleasure. The platform simplifies our cap table management and centralises portfolio equity positions into one simple to use portal **What do you dislike about Cake Equity?** Some of the features have occasionally been buggy but the team has been very responsive in resolving **What problems is Cake Equity solving and how is that benefiting you?** Cap tables, equity calculations and legal document management can be complex and opaque. Case brings simplicity and transparency ### 33. Love these guys **Rating:** 4.5/5.0 stars **Reviewed by:** Sam D. | CEO & Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2024 **What do you like best about Cake Equity?** We've used Cake since we first raised funding for our startup, and they've been great ever since. We now manage all our ESOP and share issuance through the platform. I think I love the ESOP features the most, as they help to quickly and accurately track vesting cycles, what was issues and when. **What do you dislike about Cake Equity?** Migrating an existing cap table can be tricky, but the team are relatively good and help out when required. **What problems is Cake Equity solving and how is that benefiting you?** Simple and easy ESOP management Management of shares associated with the cap table. Funding round allocation and tracking. ### 34. Really helpful and friendly support **Rating:** 5.0/5.0 stars **Reviewed by:** Bonnie B. | Head of People & Culture, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2024 **What do you like best about Cake Equity?** I am new to the world of Shares and Options. I was able to quickly connect with an expert where she carefully and kindly walked me through the first stages. After the call, I received a easy to follow "next steps" email. Thank you for your support! **What do you dislike about Cake Equity?** I really would like the option of Phantom Shares. I heard this feature is soon to come! **What problems is Cake Equity solving and how is that benefiting you?** It's a allocation method to avoid any concerns related to accidentally deleting a spreadsheet. ### 35. Setting up our cap table was a piece of cake! **Rating:** 5.0/5.0 stars **Reviewed by:** David K. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2024 **What do you like best about Cake Equity?** The upload templates, accompanied by a personalised call to assist. **What do you dislike about Cake Equity?** I had to wait 1 day to book a space in their calendar - but gave me time to better prepare! **What problems is Cake Equity solving and how is that benefiting you?** Removing the problem of manually maintaining a spreadsheet for cap table managament. ### 36. Great interface for employee & investor shareholders **Rating:** 4.0/5.0 stars **Reviewed by:** Ron P. | Senior Vice President, Engineering, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2024 **What do you like best about Cake Equity?** Emphasis on the user experience for shareholders! Far more user friendly than Carta. I also enjoy the company updates that are pushed to all shareholders. **What do you dislike about Cake Equity?** Looking forward to the ability to exercise within the application! **What problems is Cake Equity solving and how is that benefiting you?** Tracking and understanding the equity I have in private companies. ### 37. Fantastic Partner **Rating:** 4.0/5.0 stars **Reviewed by:** Adam F. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2024 **What do you like best about Cake Equity?** Cake Equity helped us grow our ESOP scheme globally. The process was simplified and the experience improved for employees. **What do you dislike about Cake Equity?** We had a couple of challenges early in navigating the platform. but the customer success team were there to help straight away. **What problems is Cake Equity solving and how is that benefiting you?** Helping deliver great employee experiences. ### 38. Share and ESOP management tool **Rating:** 4.5/5.0 stars **Reviewed by:** Darren B. | CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2024 **What do you like best about Cake Equity?** It is easy to use and a great platform for our investors and employees to keep track of their interests. They also have a great support team. **What do you dislike about Cake Equity?** Not a dislike but more reporting options would make the experience even better **What problems is Cake Equity solving and how is that benefiting you?** It allows for a central depositary of all our equity management needs ### 39. Easy to use both as an employee and advisor! **Rating:** 5.0/5.0 stars **Reviewed by:** Tom S. | Principal Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2024 **What do you like best about Cake Equity?** Super user friendly, easy to navigate dashboards and it's clear on what's included and not in different investment options. The templates make it incredible value for money. **What do you dislike about Cake Equity?** Nothing so far! It seems like a great system and far cheaper than I was expecting for the quality of documents provided. **What problems is Cake Equity solving and how is that benefiting you?** Making a clear and easy to understand cap table, and also making it clear for employees how and when their options vest. It will save me thousands in legal fees by having this. ### 40. Easy way to set up an ESOP for your staff **Rating:** 5.0/5.0 stars **Reviewed by:** Matt H. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2025 **What do you like best about Cake Equity?** Ease. It was fast and easy to get an ESOP set up and get the staff involved. The customer support was also excellent. **What do you dislike about Cake Equity?** I didn't have any bad experiences. Everything worked as needed. **What problems is Cake Equity solving and how is that benefiting you?** To establish, run and administer an ESOP for our staff. ### 41. Clean Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher W. | Paralegal, Mid-Market (51-1000 emp.) **Reviewed Date:** October 03, 2024 **What do you like best about Cake Equity?** Cake is a straightforward platform, I like how clean and simple it is, allowiyg you to find what you need quickly. **What do you dislike about Cake Equity?** There is little to complain about ont he platform, it fills it's role well. **What problems is Cake Equity solving and how is that benefiting you?** Cake solves equity management for our clients at start-up inclusive costs. ### 42. The best motivational tool yet **Rating:** 5.0/5.0 stars **Reviewed by:** Kaga B. | Head of Brand and Strategy, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2024 **What do you like best about Cake Equity?** Cake enables all of our team to view their equity stake at a glance, which provides a great daily reminder. The simple dashboards and control features make something that was historically complex much more palatable. **What do you dislike about Cake Equity?** Nothing yet - using Cake has been a dream! As a venture studio though, we would like **What problems is Cake Equity solving and how is that benefiting you?** It allows us a uniqur and meaningful way to motivate our team ourside of salary and other benefits. ### 43. Positive experience with Cake Equity for our CSF and ESOP share registry **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Cake Equity?** Accessible, helpful, knowledgeable and friendly Customer Success team! **What do you dislike about Cake Equity?** Nothing really, except getting used to the Dashboard, but their Customer Success Team help us overcome this problem. **What problems is Cake Equity solving and how is that benefiting you?** We brought investors / share holders on for the first time, through Crowd Sourced Funding, and Cake Equity has solved the problem of having a share registry and it's benefitting us by freeing up resources as the platform is low maintenance and also cost effective. ### 44. Great to work with & Awesome Team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2024 **What do you like best about Cake Equity?** I love Cake's easy-to-navigate platform and variety of services. I especially enjoy their 409a Valuation service offering. **What do you dislike about Cake Equity?** It would be nice to see more analytics and reporting. **What problems is Cake Equity solving and how is that benefiting you?** ake Equity is simplifying the process of managing equity for my startup. Cake is helping along all steps along my startups journey from Cap Table Management and 409a valuations. This has saved me time and allowed me to focus on growing the business, rather than dealing with complex equity structures & valuations. ### 45. Preferred Cap table solution for VCs **Rating:** 5.0/5.0 stars **Reviewed by:** Clay G. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Cake Equity?** Easy to use, friendly and helpful team, supportive of our portfolio companies. **What do you dislike about Cake Equity?** I don't have any critics at this time on their product. **What problems is Cake Equity solving and how is that benefiting you?** Cap Table solution ### 46. Clear and responsive customer service **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2024 **What do you like best about Cake Equity?** Very happy with their customer service. Easy to reach, friendly and helpful **What do you dislike about Cake Equity?** Inability to do a native valuation. Need to work with external provider **What problems is Cake Equity solving and how is that benefiting you?** Equity management - shareholders + ESOP management ### 47. A great way to manage your CAP table and equity. **Rating:** 5.0/5.0 stars **Reviewed by:** Joey T. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2024 **What do you like best about Cake Equity?** Managing a business is difficult enough and Cake Equity has made our job of managing shareholder equity so much eisier. Very professional! **What do you dislike about Cake Equity?** I would have liked to have a tool like this in my last start up. **What problems is Cake Equity solving and how is that benefiting you?** We are benefiting by having access to a streamline set of tools to fund raise, manage sharelholder equiity and incentivse employees. ### 48. ESOP Management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2024 **What do you like best about Cake Equity?** Super intuitive interface and easy to get the information I need. Great Customer Support when I need it. **What do you dislike about Cake Equity?** I need to figure our integrations to other parts of the HR stack **What problems is Cake Equity solving and how is that benefiting you?** Managing equity for employees, both current and past, is hard. Cake make this simple. It has all the functionality we need to manage our cap table and ESOP pool. ### 49. Intuitive platform with helpful support **Rating:** 4.5/5.0 stars **Reviewed by:** Amador P. | Head of People, Mid-Market (51-1000 emp.) **Reviewed Date:** November 05, 2024 **What do you like best about Cake Equity?** I appreciate the support that I get from their team and the ease of using the platform. **What do you dislike about Cake Equity?** Initially there were limitatsions in naviagtiing the platform, hiwever, this has been addressed and improved. **What problems is Cake Equity solving and how is that benefiting you?** Managing our employee stock options and checking that all information are compliant and updated. ### 50. User friendly & great support **Rating:** 4.5/5.0 stars **Reviewed by:** Alex J. | Senior People Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2024 **What do you like best about Cake Equity?** - User friendly from both a HR and employee perspective - Account support - Templates **What do you dislike about Cake Equity?** - Some minor bugs when using with Safari **What problems is Cake Equity solving and how is that benefiting you?** I use Cake Equity to issue employees ESOP. The platform is eawsy to use, has some automations and templates provided with dashboards making it easy for administrators and employees to view their ESOP. - [View Cake Equity pricing details and edition comparison](https://www.g2.com/products/cake-equity/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-21+20%3A03%3A07+-0500&secure%5Bsession_id%5D=3b5a313a-227f-42af-8fec-17672635757a&secure%5Btoken%5D=cbbd3b1247943923200c46d90e751931616521a3a2eabaad4e9a1953393428d6&format=llm_user) ## Cake Equity Features **Platform Basics** - Reporting **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Platform Data** - Visualization - Platform Search - Dashboard **Platform Content** - File Sharing **Platform Additional Functionality** - Cap Table - 409a - Equity Governance **Agentic AI - Equity Management** - Autonomous Task Execution ## Top Cake Equity Alternatives - [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) - 4.3/5.0 (233 reviews) - [Pulley](https://www.g2.com/products/pulley-pulley/reviews) - 4.7/5.0 (132 reviews) - [Qapita](https://www.g2.com/products/qapita/reviews) - 4.6/5.0 (318 reviews)