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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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Jeff W.
JW
Jeff W.
"Great Equity Management Tool"
5/5
What do you like best about Cake Equity?

The ease of use of the platform and functionality is what I like best. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

I have not found anything I dislike about the tool, it meets all my needs. Review collected by and hosted on G2.com.

Jarrod M.
JM
Jarrod M.
Founder and CEO
Small-Business (50 or fewer emp.)
"From Chaos to Clarity: Cake Equity Transformed Cap Table Management"
5/5
What do you like best about Cake Equity?

What stands out most about Cake Equity is its intuitive interface and the confidence it brings to stakeholders. It eliminated the clunky spreadsheets and manual errors that plagued previous processes. Within days of implementation, the Board expressed visible relief at having a single source of truth for equity, options, and ownership. The platforms clean visualisations and audit-ready records made reporting seamless, especially during board meetings and investor updates.

It's not just a tool—it’s a strategic enabler that scaled with our needs while dramatically reducing administrative overhead. The shift to Cake Equity didn’t just streamline operations—it boosted trust and engagement at the highest levels. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

Any minor friction points we encountered during onboarding were already acknowledged by the Cake Equity team and—impressively—were scheduled for release within weeks. It’s clear the product team is deeply attuned to customer needs, with a well-considered roadmap and quick iteration cycle. We felt heard and supported throughout. Review collected by and hosted on G2.com.

AN
Verified User in Biotechnology
"Seeking answers to questions"
3.5/5
What do you like best about Cake Equity?

Transparency to information, and navigating around on the platform Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

It can be days before you get responses from human customer service. Review collected by and hosted on G2.com.

AN
Verified User in Hospital & Health Care
"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.

NO
Nidhi O.
Co-founder
Small-Business (50 or fewer emp.)
"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 platform’s flexibility really stood out—especially for managing equity across multiple geographies—and the team provided clear, tailored guidance. It was refreshing to speak with someone who genuinely understood our startup’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 it’ll scale with us as we grow. If you’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 haven’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, we’ll update our review accordingly. Review collected by and hosted on G2.com.

CM
Charlie M.
Consultant / Outsourced CFO
Small-Business (50 or fewer emp.)
"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.

Verified User in Health, Wellness and Fitness
AH
Verified User in Health, Wellness and Fitness
Small-Business (50 or fewer emp.)
"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.

Verified User in Financial Services
AF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"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.

Verified User in Computer Software
AC
Verified User in Computer Software
"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.

Verified User in Accounting
CA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"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.

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