--- title: Cake Equity Reviews meta_title: 'Cake Equity Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 146 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: 146 scale: '5' date_modified: '2026-10-15' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance ---

Cake Equity Reviews & Product Details

Pricing

Pricing provided by Cake Equity.

Free

Free
5 Stakeholders Per Month

Cake Equity Reviews (146)

Reviews

Cake Equity Reviews (146)

4.8
146 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise the ease of use and excellent customer support provided by Cake Equity, highlighting its intuitive interface that simplifies cap table management and equity administration. Many appreciate how the platform streamlines complex processes, making it accessible even for those without a financial background. A common limitation noted is the occasional lack of advanced customization options.

Pros & Cons

Generated from real user reviews
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AN
Verified User in Research
"Great customer service, easy onboarding!"
4/5
What do you like best about Cake Equity?

The readiness of Cake representatives to guide me through the complexities of setup. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

Nothing so far! The platform is easy to use and make the work straightforward. Review collected by and hosted on G2.com.

AN
Verified User in Information Technology and Services
"not bad though perhaps not the best value"
4/5
What do you like best about Cake Equity?

The user experience is easy to navigate and looks good. The modelling function is very useful. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

I wish it would give you an optionholders capability at the basic price. We have a handful of optionholders and it seems ridiculous to pay a much higher price to get them on cake, so we are having to use a separate spreadsheet. Review collected by and hosted on G2.com.

AN
Verified User in Medical Devices
"Love how easy to administer our cap table!"
5/5
What do you like best about Cake Equity?

The simplicity of the system and how easy it is to see the highlights at a glance. Our investors love it. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

I didn't like the process you had to go through to add more shares but you have been updating the software and it seems to have fixed that issue Review collected by and hosted on G2.com.

Patricia D.
PD
Patricia D.
Chief of Staff
Small-Business (50 or fewer emp.)
"Straight-forward and cost-effective Cap Table"
5/5
What do you like best about Cake Equity?

Easy to navigate, clear workflows to issue equity. Has all the features we needed, and the white-glove migration was SUPER easy. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

The document folder navigation is not the most intuitive. It works fine but took some time to figure out how it worked. Review collected by and hosted on G2.com.

Mark S.
MS
Mark S.
CEO & Founder
Small-Business (50 or fewer emp.)
"Simplifies Cap Table Management, Initial Learning Curve Worth It"
4.5/5
What do you like best about Cake Equity?

Simplified management of cap table and ESOP Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

Was a little hard to get head around at first. We've just closed our seed round, imagine starting from ground up would be easier. Review collected by and hosted on G2.com.

PC
Paul C.
CEO
"CEO"
5/5
What do you like best about Cake Equity?

Easy to use, and affordable compared to other options. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

Actually not concerned with anything at this time Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Smooth Onboarding and Exceptional Support"
4.5/5
What do you like best about Cake Equity?

We are in the early stages of setting up Cake Equity for our company, and the onboarding experience has been excellent. Cake seems intuitive, and the support team has made a difference. Shout-out to Shannon, who is incredibly supportive and proactive during our call, she walked us through the setup and also offered to help tailor the platform using our internal document templates. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

Since we are still in the initial setup phase, we haven’t had a chance to fully explore the product. So far, nothing stands out as a downside, we’ll have a better perspective once we begin using it regularly. Review collected by and hosted on G2.com.

Verified User in Computer Games
UC
Verified User in Computer Games
Small-Business (50 or fewer emp.)
"Outstanding UX and Support—A Truly Incredible Team"
5/5
What do you like best about Cake Equity?

The UX! The customer service. The team intelligence. SO easy to use and understand. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

The fact that I'm JUST finding out them! They are incredible, and wish I didn't use my prior years spending $ on Carta Review collected by and hosted on G2.com.

AN
Verified User in Alternative Medicine
"Excellent and complete low cost option for cap table management"
5/5
What do you like best about Cake Equity?

Cake is the most user-friendly cap table management software that I have found. It's super easy to maintain, super easy to pickup, and very quickly lets me get what I need for our investors. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

When I started using cake equity the functionality didn't really include options that vested the way we granted them. This made everything really challenging, but it's gotten a lot better. Review collected by and hosted on G2.com.

AN
Verified User in Veterinary
"Startup friendly, easy-to-use, affordable, great customer service"
5/5
What do you like best about Cake Equity?

intuitive design that's easy to use, great customer service, affordable + start-up friendly Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

nothing for now. I migrated from Carta and glad for the decision Review collected by and hosted on G2.com.

Pricing Options

Pricing provided by Cake Equity.

Free

Free
5 Stakeholders Per Month

Build

$1,000.00
25 Stakeholders Per Year

Team

$2,750.00
40 Stakeholders Per Year
Cake Equity Comparisons
Cake Equity Features
Reporting
Visualization
Platform Search
Dashboard
File Sharing
Cap Table
409a
Public Equity