I use Cake Equity for managing our cap table, ESOP, and different classes of shareholders. I appreciate that it aggregates relevant information in one place and presents a visually simple profile of our investor base. I like having template documents to ensure consistency and the scenario analysis feature. I find the flexible but simple interface very helpful as it asks about the most pertinent information to set up your account, which makes analysis of our shareholders and different share classes quicker and easier. The initial setup was pretty easy, as long as you have the right contact information and share registry data. Review collected by and hosted on G2.com.

It was not clear how we could manage a cap table that had capital raising events in different currencies. Review collected by and hosted on G2.com.

An easy platform to navigate, with helpful document storage and vesting alerts. I also LOVE the ability to educate employees through simple videos (so much better than the competitors). The shorter explainer videos are great, better than the walls of text

The team was great, they gave fast, thoughtful responses when I had detailed questions about audits and compliance. They were willing to give sandbox access quickly so we could actually click around, not just watch a demo. Overall their CS team seemed genuinely invested in making the rollout work

The team we worked with was very responsive, had excellent knowledge of the platform, and made implementation (from another platform) a breeze! Review collected by and hosted on G2.com.

Compliance / audit story is really good, but not yet as familiar to investors and auditors Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

We are in the US and support is in Australia so there is a delay for me in getting my questions answered. Review collected by and hosted on G2.com.

I like the simplicity of Cake Equity and the support from the team, especially Shannon, who has gone above and beyond in our onboarding and ongoing troubleshooting. It's allowed us to have an accurate, reportable, and easy-to-administer system, transforming our approach to equity management from reactive to proactive. Review collected by and hosted on G2.com.

Sometimes there may not be a solution we can self-serve, and it might require custom work in the back end from Cake Equity. It would be great if we had complete control over everything, for example, more detail in editing custom vesting or lapsing of employee options. Review collected by and hosted on G2.com.

Customer Support has consistently been approachable and helpful, with a straightforward user experience. The guides are comprehensive and provide practical tools and insights to help navigate the complexities of setting up and maintaining an ESOP for employees. Review collected by and hosted on G2.com.

It would be beneficial if Cake offered complimentary company valuations twice per year rather than once, to better support companies that undertake valuation processes multiple times annually. Review collected by and hosted on G2.com.

I’ve been using Cake for over a year and even got the chance to meet the team. The onboarding modules are excellent, clear, quick, and easy to follow. The product makes managing equity, SAFEs, and option plans painless. I like how everything is structured to help founders stay compliant and investor-ready without needing extra tools or spreadsheets. The support team is fast and friendly, which makes a big difference. Review collected by and hosted on G2.com.

There’s a slight learning curve when setting up advanced equity plans, and some reports could be more customizable. But overall, these are minor issues compared to the value the platform delivers. Review collected by and hosted on G2.com.

We just got the first investment and had to setup our equity management. Cake Equity was extremely fast and simple to use. The entire process felt streamlined, and I was genuinely impressed by the speed of the platform. I also appreciated the excellent support from the Cake team—they were quick to respond and very helpful whenever I needed assistance. Overall, Cake Equity made equity management easy and stress-free. 409a valuation comes as part of the package - big win! Review collected by and hosted on G2.com.

There’s honestly nothing I can think of that I didn’t like. I previously used Carta, and as market leaders, they seem to have gotten a bit complacent. Cake Equity feels like the next generation—much more dynamic and attentive to user needs. Review collected by and hosted on G2.com.

I find Cake Equity to be simple to use and really intuitive, which is especially beneficial for those who aren't necessarily experts in this space. It makes understanding complex aspects of managing a company and a staff capital table much easier. I appreciate how quickly I can get a glance at my cap table and how well it facilitates modeling for capital raising and gathering investor information during capital raise processes. The ease of setup was another highlight, as the initial setup was very easy for me. This positive experience is reflected in my likelihood to recommend Cake Equity to a friend or colleague, for which I would give a score of nine out of ten. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

I really like that Cake Equity is very simple to use and very specific for the tasks that I am looking to do. The customer success support is also very good, which enhances the overall experience. Review collected by and hosted on G2.com.

I think it would be good to have a data room functionality. Review collected by and hosted on G2.com.

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 easily manage my cap table. I found the initial setup relatively easy, especially with the support phone support which helped us. It was quite simple once we understood what we had to do. Review collected by and hosted on G2.com.

Nothing so far Review collected by and hosted on G2.com.