Cake
255 employees on LinkedIn · 4 known investors
Cake Equity offers a platform for investors to manage their portfolios, combining investment tracking, contract and document management, and stakeholder communications. It targets venture investors managing multiple holdings.
Also known as Cake Equity
Investors · 4
Company profile
researched Aug 2026Cake (Cake Equity) provides a software platform for managing equity ownership in private companies. Core capabilities include cap table management, founder vesting, audit logs and reporting, equity incentive plans, warrants and 409A valuations. The platform also supports capital raising workflows such as scenario modelling and dilution analysis, issuance and signature of SAFEs and convertible notes, and an investor-facing application for portfolio and ownership visibility.
A compliance layer covers 83(b) elections, QSBS eligibility tracking, Rule 701 disclosures, ASC 718 stock compensation reporting and Form 3921 filings, with the stated aim of keeping documents and data rooms ready for due diligence and audit. An employee-facing app, My Cake, shows staff their stock options (NSO, ISO), restricted stock (RSU, RSA), vesting schedules, estimated value and equity benchmarking. The company positions the product as suitable across stages, from a first SAFE through later rounds such as Series C, and offers a free, team-assisted migration service for companies moving from other platforms.
Business model
Software-as-a-service sold to private companies on published subscription pricing, with a free entry point ("Get started free") and self-service plus demo-led sales. The company states it does not sell or share customer data and monetises only through platform use.
Subscription pricing for the equity management platform, promoted as transparent with no hidden fees or large annual increases.
Traction
The website reports more than 10,000 companies using the platform across growth stages and a 4.8/5 average G2 rating from 130+ reviews, alongside named customer testimonials from founders, CFOs and finance staff.
▸Full profile — market position, technology, go-to-market
Market position
Competes in the cap table and equity management software market, explicitly against Carta, and reports use by more than 10,000 companies and a 4.8/5 G2 rating from over 130 reviews.
Positioned against incumbent cap table software on price and simplicity, with customer testimonials describing switches from Carta citing lower cost and easier use; free hands-on migration, fast execution of grants, SAFE conversions and 409A workflows, exportable and portable cap table data, and an employee equity app.
Technology
Cloud-based equity management application covering cap table records, scenario modelling, document generation and e-signature for instruments such as SAFEs and convertible notes, audit logging, compliance reporting outputs (ASC 718, Form 3921), plus separate investor and employee (My Cake) applications.
Go-to-market
Free sign-up and booked product demos on the website, testimonials and customer switch stories, competitive displacement of incumbent cap table providers with free assisted data migration, and community and localised expert support.
Private, growing companies and their stakeholders: founders, finance leaders and CFOs, employees, investors, and attorneys, spanning seed-stage through later-stage venture-backed companies.
Compiled by commissioned research from 1 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
▸Research sources · 1
primary sources listed
- Cakecakeequity.com · web
1 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Cake do?
- Cake Equity is an equity and cap table management platform for private companies, employees and investors.
- Who are Cake's investors?
- Cake's investors include AfterWork Ventures, Pipeline Capital, Scale Investors, Stout Street Capital.