Cake Equity Reviews & Product Details

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.

Seller

Cake Equity

Discussions

Cake Equity Community

Languages Supported

English

Solution Type

Best-of-Breed

Overview by

Elise Peate

Used by Xero and 2 others

Beta

Pricing

Pricing provided by Cake Equity.

Free

5 Stakeholders Per Month

View More Pricing Information

Cake Equity Integrations

(2)

Verified by Cake Equity

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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.

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.

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 don’t have to worry about spreadsheets or compliance issues. It’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 company’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 team—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 wherever 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.

Leslie P.

Executive Vice President

Small-Business (50 or fewer emp.)

1/22/2025

"Excellent customer service at Tax time."

5/5

What do you like best about Cake Equity?

What truly sets Cake apart is its exceptional customer support. We interacted with numerous team members, all of whom were highly knowledgeable and extremely responsive, addressing our issues promptly. We truly appreciate their dedication to customer success. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

No real downside to Cake. We transitioned from Carta, and during that transition we could have done a better job cleaning the data and ensuring it was complete prior to moving it into the new system. Review collected by and hosted on G2.com.

Andrew W.

Founder/CEO

Small-Business (50 or fewer emp.)

11/1/2024

"Cake have been great! 12 months in, highly recommended."

5/5

What do you like best about Cake Equity?

Unlike many platforms Cake provide in person help when and if needed which has been a deal breaker for sure. I'm a newbie to this side of the business and being honest had zero clue but the team at cake went i believe over and above helping to resolve or answer any question i had, always responding quickly to resolve. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

Iike any startup growing pains are inevitable (great problem to have!) but the guys always responded when they could, they've grown the team further since i first joined and i'm sure will continue to scale very successfully. Review collected by and hosted on G2.com.

What problems is Cake Equity solving and how is that benefiting you?

Cake provides a platform which for me means that all involved on an equity basis are all in one neat and tidy dash, i'm able to send contracts easily and efficiently with no hassle but always knowing the team there will jump in when and if needed.

As an early stage founder i want to build the correct foundations now and this includes a platform to house all involved within the business, if future investment is needed we have cake ready for them ;) Review collected by and hosted on G2.com.

Mick L.

CEO

Small-Business (50 or fewer emp.)

10/29/2024

"Easy to use, saves lots of time and great service"

5/5

What do you like best about Cake Equity?

It takes everything hard and complex and makes it easy and simple.

We had an ESOP and a SAFE round and both were managed on Cake.

The ESOP had ten people with different deals, start times, finish times. The fact that it send them updates on the cliff anniversary and then for vesting is just great reassurance that they are earning some of the company value for their hard work.

The customer service is excellent. Great tools and content and if you ever get stuck, then they respond quickly with good support.

The cap table tools are getting better and better too which is useful. Review collected by and hosted on G2.com.

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 reminder 2 weeks later would have been useful. Review collected by and hosted on G2.com.

Verified User in Mechanical or Industrial Engineering

Small-Business (50 or fewer emp.)

8/14/2025

"Workflow and Visual Ease"

4/5

What do you like best about Cake Equity?

The simplicity of setting up the account and producing reports and certificates. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

The additional cost for functionality unlock is expected with a fintech platform that actually works. Review collected by and hosted on G2.com.

Ben K.

Founder

Information Technology and Services

Small-Business (50 or fewer emp.)

10/16/2024

"Cake aboslutely rocks for motivating employees, and the simplicity in how it is used."

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Alex S.

Co-founder

Small-Business (50 or fewer emp.)

10/1/2024

"Cake is awesome for ESOPs - love it!"

5/5

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! Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

Nothing, except to say their UX is so good it makes me jealous for our own platform! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.