--- title: Cake Equity Reviews meta\_title: 'Cake Equity Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 133 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: 133 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- ### Cake Equity Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users appreciate Cake Equity's **intuitive and user-friendly design** , making equity management straightforward and efficient. [(23 mentions)](https://www.g2.com/products/cake-equity/reviews?filters%5Bsentiment_snippet%5D=1904374&qs=pros-and-cons#reviews) Users commend the **friendly and responsive support team** at Cake Equity, enhancing the overall user experience significantly. [(20 mentions)](https://www.g2.com/products/cake-equity/reviews?filters%5Bsentiment_snippet%5D=1904470&qs=pros-and-cons#reviews) Users appreciate the **intuitive and visually appealing interface** of Cake Equity, facilitating smooth navigation and effective workflows. [(18 mentions)](https://www.g2.com/products/cake-equity/reviews?filters%5Bsentiment_snippet%5D=1904487&qs=pros-and-cons#reviews) Users value the **transparent insights** provided by Cake Equity, simplifying ESOP management and enhancing employee understanding. [(9 mentions)](https://www.g2.com/products/cake-equity/reviews?filters%5Bsentiment_snippet%5D=1904333&qs=pros-and-cons#reviews) Users appreciate the **ease of use** of Cake Equity, valuing its straightforward setup and management features. [(9 mentions)](https://www.g2.com/products/cake-equity/reviews?filters%5Bsentiment_snippet%5D=1904178&qs=pros-and-cons#reviews) Users find the **frequent layout changes** and navigation challenges hinder the overall user experience with Cake Equity. [(5 mentions)](https://www.g2.com/products/cake-equity/reviews?filters%5Bsentiment_snippet%5D=2113396&qs=pros-and-cons#reviews) Users find the **lack of instructions** frustrating, as navigating the platform can be confusing without guidance. [(4 mentions)](https://www.g2.com/products/cake-equity/reviews?filters%5Bsentiment_snippet%5D=1904447&qs=pros-and-cons#reviews) Users experience **poor customer support** due to delays in responses and difficulty reaching service representatives. [(4 mentions)](https://www.g2.com/products/cake-equity/reviews?filters%5Bsentiment_snippet%5D=1904353&qs=pros-and-cons#reviews) Users found the **difficult setup** of Cake Equity challenging initially, though manageable with time and effort. [(3 mentions)](https://www.g2.com/products/cake-equity/reviews?filters%5Bsentiment_snippet%5D=1965683&qs=pros-and-cons#reviews) Users find Cake Equity's pricing **expensive** for necessary features, leading to concerns about overall value for smaller teams. [(3 mentions)](https://www.g2.com/products/cake-equity/reviews?filters%5Bsentiment_snippet%5D=2301281&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Cake Equity ##### 1. Ease of Use Users appreciate Cake Equity's **intuitive and user-friendly design** , making equity management straightforward and efficient. [ See 23 mentions ](https://www.g2.com/products/cake-equity/reviews?filters%5Bsentiment_snippet%5D=1904374&qs=pros-and-cons#reviews) See Related User Reviews ![Mark M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mark M.") MM Mark M. Small-Business (50 or fewer emp.) 4.5/5 "Effortlessly Simplifies Cap Table Management" What do you like about Cake Equity? I like the fact that Cake Equity is well set up and easy to use. It takes away the complexity of dealing with setting up safe notes and allows me to e AN 5.0/5 "CEO" What do you like about Cake Equity? Easy to use, and affordable compared to other options. ##### 2. Customer Support Users commend the **friendly and responsive support team** at Cake Equity, enhancing the overall user experience significantly. [ See 20 mentions ](https://www.g2.com/products/cake-equity/reviews?filters%5Bsentiment_snippet%5D=1904470&qs=pros-and-cons#reviews) See Related User Reviews ![Mark M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mark M.") MM Mark M. Small-Business (50 or fewer emp.) 4.5/5 "Effortlessly Simplifies Cap Table Management" What do you like about Cake Equity? I like the fact that Cake Equity is well set up and easy to use. It takes away the complexity of dealing with setting up safe notes and allows me to e AN 5.0/5 "Startup friendly, easy-to-use, affordable, great customer service" What do you like about Cake Equity? intuitive design that's easy to use, great customer service, affordable + start-up friendly ##### 3. User Interface Users appreciate the **intuitive and visually appealing interface** of Cake Equity, facilitating smooth navigation and effective workflows. [ See 18 mentions ](https://www.g2.com/products/cake-equity/reviews?filters%5Bsentiment_snippet%5D=1904487&qs=pros-and-cons#reviews) See Related User Reviews AN 5.0/5 "Very little experience with cap table management but I can use it!" What do you like about Cake Equity? The visual representations of the cap table are pretty and easy to understand. It is intuitive to work in. Easy to download the cap table. ![Colleen B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Colleen B.") CB Colleen B. Mid-Market (51-1000 emp.) 5.0/5 "Cake makes Equity simple, clear, and employee-friendly (cool admin tools at a great value!)" What do you like about Cake Equity? An easy platform to navigate, with helpful document storage and vesting alerts. I also LOVE the ability to educate employees through simple videos (so ##### 4. Equity Management Users value the **transparent insights** provided by Cake Equity, simplifying ESOP management and enhancing employee understanding. [ See 9 mentions ](https://www.g2.com/products/cake-equity/reviews?filters%5Bsentiment_snippet%5D=1904333&qs=pros-and-cons#reviews) See Related User Reviews ![šŸ¾ Paloma N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "šŸ¾ Paloma N.") šŸ¾N šŸ¾ Paloma N. Small-Business (50 or fewer emp.) 4.5/5 "Affordable, Scalable Solution for Early-Stage Founders" What do you like about Cake Equity? Itā€™s got what I need at a price that makes sense for an early stage founder. Iā€™m able to scale it with the business, track my cap table, model dilutio ![Patricia D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patricia D.") PD Patricia D. Small-Business (50 or fewer emp.) 5.0/5 "Straight-forward and cost-effective Cap Table" What do you like 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. ##### 5. Features Users appreciate the **ease of use** of Cake Equity, valuing its straightforward setup and management features. [ See 9 mentions ](https://www.g2.com/products/cake-equity/reviews?filters%5Bsentiment_snippet%5D=1904178&qs=pros-and-cons#reviews) See Related User Reviews ![Mark M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mark M.") MM Mark M. Small-Business (50 or fewer emp.) 4.5/5 "Effortlessly Simplifies Cap Table Management" What do you like about Cake Equity? I like the fact that Cake Equity is well set up and easy to use. It takes away the complexity of dealing with setting up safe notes and allows me to e ![Shashi V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shashi V.") SV Shashi V. Small-Business (50 or fewer emp.) 5.0/5 "Cake walk on Cake Equity" What do you like about Cake Equity? very user friendly and you can find the modern approach in Shares distributions. ### 5 Cons or Disadvantages of Cake Equity ##### 1. UX Improvement Users find the **frequent layout changes** and navigation challenges hinder the overall user experience with Cake Equity. [ See 5 mentions ](https://www.g2.com/products/cake-equity/reviews?filters%5Bsentiment_snippet%5D=2113396&qs=pros-and-cons#reviews) See Related User Reviews ![Sean Q.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sean Q.") SQ Sean Q. Mid-Market (51-1000 emp.) 4.5/5 "Effortless Onboarding and Stellar Support" What do you dislike about Cake Equity? The layout and configuration change frequently. I suppose that's the trade-off for having new features released on a regular basis. ![Patricia D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patricia D.") PD Patricia D. Small-Business (50 or fewer emp.) 5.0/5 "Straight-forward and cost-effective Cap Table" 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. ##### 2. Lack of Instructions Users find the **lack of instructions** frustrating, as navigating the platform can be confusing without guidance. [ See 4 mentions ](https://www.g2.com/products/cake-equity/reviews?filters%5Bsentiment_snippet%5D=1904447&qs=pros-and-cons#reviews) See Related User Reviews ![Mick L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mick L.") ML Mick L. Small-Business (50 or fewer emp.) 5.0/5 "Easy to use, saves lots of time and great service" What do you dislike about Cake Equity? I converted a SAFE and didn't know that I had to then submit it to the govt, but I missed the warning note that I saw when I went back in. An email re ![Vanessa N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vanessa N.") VN Vanessa N. Mid-Market (51-1000 emp.) 5.0/5 "Outstanding customer service" 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. ##### 3. Poor Customer Support Users experience **poor customer support** due to delays in responses and difficulty reaching service representatives. [ See 4 mentions ](https://www.g2.com/products/cake-equity/reviews?filters%5Bsentiment_snippet%5D=1904353&qs=pros-and-cons#reviews) See Related User Reviews AN 5.0/5 "Very little experience with cap table management but I can use it!" What do you dislike about Cake Equity? We are in the US and support is in Australia so there is a delay for me in getting my questions answered. ![Shashi V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shashi V.") SV Shashi V. Small-Business (50 or fewer emp.) 5.0/5 "Cake walk on Cake Equity" What do you dislike about Cake Equity? sometimes customer service responses are delayed . ##### 4. Difficult Setup Users found the **difficult setup** of Cake Equity challenging initially, though manageable with time and effort. [ See 3 mentions ](https://www.g2.com/products/cake-equity/reviews?filters%5Bsentiment_snippet%5D=1965683&qs=pros-and-cons#reviews) See Related User Reviews ![Mark S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mark S.") MS Mark S. Small-Business (50 or fewer emp.) 4.5/5 "Simplifies Cap Table Management, Initial Learning Curve Worth It" 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. ![Ashanti A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ashanti A.") AA Ashanti A. Small-Business (50 or fewer emp.) 5.0/5 "Simple, transparent, and built for founders" What do you dislike about Cake Equity? Thereā€™s a slight learning curve when setting up advanced equity plans, and some reports could be more customizable. But overall, these are minor issue ##### 5. Expensive Users find Cake Equity's pricing **expensive** for necessary features, leading to concerns about overall value for smaller teams. [ See 3 mentions ](https://www.g2.com/products/cake-equity/reviews?filters%5Bsentiment_snippet%5D=2301281&qs=pros-and-cons#reviews) See Related User Reviews AN 4.0/5 "not bad though perhaps not the best value" 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 high ![Kristy B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kristy B.") KB Kristy B. Small-Business (50 or fewer emp.) 5.0/5 "Simplify cap table + give insights to your team!" What do you dislike about Cake Equity? Price is challenging for our current size, but the value is there. AN Verified User in Hospital & Health Care 12/24/2025 "Easy to use product" 4.5/5 What do you like best about Cake Equity? The user interface is very intuitive and easy to use Review collected by and hosted on G2.com. What do you dislike about Cake Equity? The legal templates provided are somewhat convoluted Review collected by and hosted on G2.com. What problems is Cake Equity solving and how is that benefiting you? Cap management Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: In-app NO Nidhi O. Co-founder Small-Business (50 or fewer emp.) 1/16/2025 "Making Equity Management Stress-Free" 5/5 What do you like best about Cake Equity? We recently had an extremely insightful call with a CAKE representative about restructuring our cap table and drafting new ESOPs. The platformā€™s flexibility really stood outā€”especially for managing equity across multiple geographiesā€”and the team provided clear, tailored guidance. It was refreshing to speak with someone who genuinely understood our startupā€™s unique needs and either addressed them on the spot or took action steps to follow up. We also appreciate how CAKE continually improves its features, making us confident itā€™ll scale with us as we grow. If youā€™re seeking a user-friendly solution that keeps cap table management and ESOP administration straightforward, CAKE is worth checking out! Review collected by and hosted on G2.com. What do you dislike about Cake Equity? Honestly, we havenā€™t encountered any downsides so far. The platform meets our current needs, and the support team has been on point whenever questions arise. If that changes in the future, weā€™ll update our review accordingly. Review collected by and hosted on G2.com. What problems is Cake Equity solving and how is that benefiting you? Cake Equity removes much of the complexity around equity management. It centralizes our share register, automates key tasks (like generating ESOP offer letters), and lets us maintain compliance across different jurisdictions. As a result, we spend less time juggling documents and more time focusing on growing the business. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic CM Charlie M. Consultant / Outsourced CFO Small-Business (50 or fewer emp.) 4/8/2025 "Cake Equity is fun to use and the support is excellent" 5/5 What do you like best about Cake Equity? It is easy to get started with Cake Equity. The platform is intuitive with all the features needed to support an equity program. The best part for me is the support. Cake Equity reached out to me to see if I had questions or needed support. I scheduled a support session for the next day, which was helpful. Review collected by and hosted on G2.com. What do you dislike about Cake Equity? I have also used Carta, which probably has more features. But Carta is also overwhelming and not fun to use. Review collected by and hosted on G2.com. What problems is Cake Equity solving and how is that benefiting you? Cake Equity is tracking our cap table and stakeholders in one place. It is also managing documents and document signing, which is super helpful and an improvement over our prior practice. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Health, Wellness and Fitness](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Health, Wellness and Fitness") AH Verified User in Health, Wellness and Fitness Small-Business (50 or fewer emp.) 11/5/2025 "Great product and great support at a fraction of the cost of Carta" 5/5 What do you like best about Cake Equity? CAKE has most of the features that the leading cap table software brand has - at a fraction of the price. Review collected by and hosted on G2.com. What do you dislike about Cake Equity? Not quite as mature reporting as Carta, but has most everything you might need. Review collected by and hosted on G2.com. What problems is Cake Equity solving and how is that benefiting you? Easy cap table management and ESOP administration Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Small-Business (50 or fewer emp.) 10/2/2025 "Very user friendly system." 5/5 What do you like best about Cake Equity? Reporting is simply laid out. Support has been exceptional. Review collected by and hosted on G2.com. What do you dislike about Cake Equity? Some basic functionality is missing. For instance you can only upload one file at a time. Review collected by and hosted on G2.com. What problems is Cake Equity solving and how is that benefiting you? Cake provides a capital table, which is one of the most important artifacts requested. Being able to produce it without quickly is benefical. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software 10/23/2025 "Seamless platform that makes us look good!" 5/5 What do you like best about Cake Equity? Easy to use for me as a Founder and our investors love it! It makes us look so professional and legit as a new startup. Review collected by and hosted on G2.com. What do you dislike about Cake Equity? The modeling could be better and more precise -- if I give a certain amount of equity and at this valuation, what would that situation do to ownership. Review collected by and hosted on G2.com. What problems is Cake Equity solving and how is that benefiting you? Cake took my cap table out of a spreadsheet and made it look so much more legitimate and professional! I love this! Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: In-app ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") CA Verified User in Accounting Small-Business (50 or fewer emp.) 10/20/2025 "Startups who try Cake, get to have their cake and eat it too" 5/5 What do you like best about Cake Equity? Responsiveness. Even their senior leaders will hear and respond to your questions or concerns in rapid speed. I even emailed on a Sunday and received a response directly from a leader in less than 10 minutes. Review collected by and hosted on G2.com. What do you dislike about Cake Equity? They are not as well known as other cap table management companies in the US but I imagine that will change as their customer base matures and expands. Review collected by and hosted on G2.com. What problems is Cake Equity solving and how is that benefiting you? Simplicity and on-boarding of the cap table and all ancillary needs. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite SH Sylph H. CFO Small-Business (50 or fewer emp.) 12/18/2024 "Couldn't be easier for startup companies!" 5/5 What do you like best about Cake Equity? We began using CAKE in 2022 when our startup needed to bring in its first external fundraising and shareholders. We were looking for a solution to assist with tracking / maintaining a share register and also provide visuals of the cap table, company valuations over time, share prices, etc.. We were thrilled to find that CAKE provided all of it and more. We then watched as the CAKE team continued to build new features which we made use of. We've never needed to reach out to customer support in this time as we have found the portal quite intuitive. We also find that we access CAKE and manage the portfolio at least once per week especially the "communications" module to send shareholder updates. Couldn't recommend it more! Review collected by and hosted on G2.com. What do you dislike about Cake Equity? The platform overall is great, and if we were to comment on negatives they would be mostly in the User Experience/graphical design and not the features themselves. We find the Dashboard to be quite busy and we dont really use it. Some of the pages are so busy that the choice of boxes/cards to display info can make the portal look overwhelming at times and requires digging around to find "where" to access certain features such as share transfers, etc. A dark-mode colour option would also be helpful. Review collected by and hosted on G2.com. What problems is Cake Equity solving and how is that benefiting you? We required an easy all-in-one solution for managing our startup's shareholders and growing cap table in a way that was professional and affordable for a startup. We gain the professionalism of a modern SaaS platform whiler keeping costs relatively low. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Sam W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sam W.") SW Sam W. Chief Financial Officer Mid-Market (51-1000 emp.) 7/26/2025 "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 MM Michelle M. Senior Payroll Officer Mid-Market (51-1000 emp.) 11/11/2024 "Game-Changer for Startup/Scale-up Equity Management: Simple, Secure, and Time-Saving" 5/5 What do you like best about Cake Equity? Cake Equity has made managing our startup/scale-up's equity super simple. Their platform takes care of all the complicated stuff like tracking shares, managing and issuing options, and keeping investors in the loop, all in one place. It updates automatically in real-time, so we donā€™t have to worry about spreadsheets or compliance issues. Itā€™s secure, easy to use, and saves us a ton of time. What we love most is how Cake helps us offer ESOP options in a way that attracts and keeps great talent, while also creating a culture where everyone feels invested in the companyā€™s success. The automated tools save us from doing manual work, and it makes communicating with the team about their equity so much easier. Cake is a must-have for any startup/scale-up looking to simplify equity management and motivate their teamā€”all without the usual headaches. Oh, and the customer service is outstanding!! Review collected by and hosted on G2.com. What do you dislike about Cake Equity? Over the years there has been some limitations in the platform, such as search functionality and reporting, but Cake are always looking at ways of improving and so much work has gone into the platform to make it super user friendly and all feedback is listened to and actioned whereever possible. It is constantly evolving and improving. The only thing that is a 'dislike' is the functionality of document templates. There is no back button/undo function, so have to be careful when making changes.... Review collected by and hosted on G2.com. What problems is Cake Equity solving and how is that benefiting you? No problems at the moment Review collected by and hosted on G2.com. 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