Nick B.
NB
Small-Business (50 or fewer emp.)
"Streamlined Cap Table Management with Ease"
4/5
What do you like best about Cake Equity?

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.

What do you dislike about Cake Equity?

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.

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4.8 out of 5 · Verified reviews from real users

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