Cake Equity

Cake Equity: Equity Management software

The equity platform for growing startups

Visit Website
Equity Management

Cake Equity is equity management software for growing startups, covering the cap table, fundraising scenarios, compliance and employee equity. ⁣‍‍⁠⁠‌‌​‌​‌‌‍‌‍‍‍⁣It keeps the cap table accurate and audit-ready, models rounds and dilution, keeps documents and the data room ready for due diligence, and includes My Cake, an app that shows employees the value of their equity. It is aimed at startups from early stage to growth, working alongside their law firms, investors and finance advisers.

Product

Cake Equity

Last updated

How we build this profile →

Considering Cake Equity?

Compare it against your team's workflow, integration, and approval needs.

Are you representing Cake Equity?

Claim this profile to update product capabilities, respond to buyer reviews and manage your organization's listing on DreamLegal

Claim Your Profile

Overview

What Cake Equity does

Cake keeps a clean, accurate cap table as the basis for raises, grants and board conversations. ⁣‍‍⁠⁠‌‌​‌​‌‌‍‌‍‍‍⁣Scenario modelling uses live cap table data to show dilution and round outcomes before investor meetings, and founders can send SAFE notes from Cake. Documents, disclosures and the data room are kept current so attorneys and investors can rely on the data during due diligence. My Cake, the employee app, shows staff how their work builds the value of their equity. Cake MCP connects equity data to AI tools such as Claude and ChatGPT, so teams can ask plain-English questions, for example who vests this month or how a $5M round affects ownership. Cake offers free managed migration, including from Pulley, with a person checking the imported data before go-live, and no credit card is needed to start. It says more than 10,000 companies use it. Its site shows logos of law firms including Wilson Sonsini, Gunderson Dettmer, Cooley, Goodwin Procter and DLA Piper alongside VC and finance firms; named customers include Whimsical and Tracksuit.

What it does

Cake Equity core capabilities

Cap table management

Accurate, audit-ready cap table as the source of truth.

Scenario modelling

Model rounds and dilution with live data.

Compliance readiness

Current documents, disclosures and data room.

My Cake

Employee app showing equity value.

Cake MCP

Ask equity questions in Claude, ChatGPT and other AI tools.

Managed migration

Free, checked migration of cap table data.

Technical specifications

  • MCP integration with AI tools such as Claude and ChatGPT
  • CSV import of cap table, stakeholders and vesting

Case studies

No case studies yet

Cake Equity doesn’t have a client-confirmed case study on DreamLegal yet. Try exploring different products for exploring case studies.

Trust & compliance

Cake Equity security at a glance

Security certifications

Not publicly listed on the product profile.

Named enterprise customers

WhimsicalTracksuit

Pricing details

Cake Equity pricing

No pricing info is available for this product right now. Please check other products or visit their website.

Product videos & screenshots

See Cake Equity in action

Product interface

Cake Equity Interface

Comparisons

Popular Cake Equity comparisons

Evaluate how Cake Equity stacks up against competing legal tech solutions on features, compliance, and deployment.

Carta
Ledgy
Lexsy
Qapita

Alternatives

Top alternatives to Cake Equity

Discover verified legal software options offering similar workflow capabilities and regional compliance standards.

Carta

Carta

No case studies yet

Designed for founders. Built to scale.

Ledgy

Ledgy

No case studies yet

Equity and executive compensation management, unified

Lexsy

Lexsy

No case studies yet

Startup legal, done right, at half the cost.

United States
Qapita

Qapita

No case studies yet

Unlock the Power of Ownership

India
Shareworks by Morgan Stanley

Shareworks by Morgan Stanley

No case studies yet

Unlock the Opportunity in Your Equity

United States

Transparency

Cake Equity sources

Pages used to generate and verify this profile.

  1. 1https://www.cakeequity.com/

FAQs

Frequently asked questions about Cake Equity

Cake is built for growing startups at every stage, from first raise to later rounds. It says more than 10,000 companies use it, and its site shows logos of law firms, venture capital firms and finance advisers that work with Cake customers.

Cake models rounds and dilution with live cap table data, keeps documents and the data room ready for due diligence, and lets founders send SAFE notes from the platform.

Yes. Cake offers free managed migration, including from Pulley. Cap table, stakeholder and vesting files are imported and a real person checks the data with you before go-live. No credit card is needed to start.

Latest Insights