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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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Verified User in Food & Beverages
AF
Verified User in Food & Beverages
"Def Recommend"
5/5
What do you like best about Cake Equity?

Ease of use. Good support. Good AI. Has good features Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Chris H.
CH
Chris H.
CEO
Small-Business (50 or fewer emp.)
"Amazing service paired with great technology"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

GS
Garry S.
CEO
Small-Business (50 or fewer emp.)
"Cake Equity Makes Managing My Cap Table a Breeze"
4.5/5
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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

YT
Yee T.
Executive Assistant
Small-Business (50 or fewer emp.)
"Highly Recommend Cake Equity!"
5/5
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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Ray T.
RT
Ray T.
Alignment Team | Head of PADRE Operations
Computer Software
Small-Business (50 or fewer emp.)
"Personal Service for smaller companies"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

I have no issues to mention. They have been great. Review collected by and hosted on G2.com.

Lana D.
LD
Lana D.
Data Privacy Manager, Tech Lawyer
Small-Business (50 or fewer emp.)
"Cap Table information at your fingertips"
5/5
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 approach fosters trust with start-up founders. In addition, the Cake team is friendly and happy to answer any questions despite the time zone difference. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

The interface is not intuitive at first glance, but it takes a couple of meetings with the Cake team to understand how it works. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Small-Business (50 or fewer emp.)
"Great service, low price, strong features"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Russell B.
RB
Russell B.
CFO
Small-Business (50 or fewer emp.)
"Cake Equity Platform"
5/5
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 also extends to shareholders, which is important in our business. I have found Cake's customer service to be excellent. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

There is nothing I dislike about the product or service. Review collected by and hosted on G2.com.

Verified User in Leisure, Travel & Tourism
AL
Verified User in Leisure, Travel & Tourism
Mid-Market (51-1000 emp.)
"Cake Equity is very easy to set up and use!"
4.5/5
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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from Elise Peate of Cake Equity

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.

Jayme H.
JH
Jayme H.
Founder and CEO
Small-Business (50 or fewer emp.)
"Genuinely care about founders"
5/5
What do you like best about Cake Equity?

My overall experience has been great. The platform is easy to use and very helpful. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

So far so good, I have not found anything yet. 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