Cake Equity is an equity management software designed for startups and growing businesses. It simplifies issuing and managing employee stock options, keeping track of company ownership with a digital cap table, and modeling investment scenarios. It features automated contract management, employee equity portfolios, and communication tools. Cake Equity prioritizes ease of use, speed, and transparent pricing. It boasts numerous positive customer reviews praising its intuitive interface and helpful customer support.
Who is Cake Equity best for
Cake Equity helps startups manage employee stock options and equity. Users love its intuitive interface and helpful customer support. Some users mention occasional bugs and limited reporting capabilities. Cake Equity offers transparent pricing with a free plan.
Best for small businesses and startups.
Ideal for fast-growing tech startups needing to manage equity.
Cake Equity features
Type in the name of the feature or in your own words tell us what you need
Supported
Cake Equity supports ESOP management, including issuing grants, tracking vesting, and ensuring compliance.
Supported
Cake Equity offers robust cap table management, including real-time updates and legal compliance.
Supported
Cake Equity supports tracking shareholder information and ownership via its share registry.
Supported
Cake Equity supports scenario modeling, especially for simulating funding rounds and their impact on ownership.
Supported
Cake Equity supports issuing equity, including shares and stock options.
Qualities
We evaluate the sentiment that users express about non-functional aspects of the
software
Customer Service
Strongly positive
+1
Ease of Use
Strongly positive
+1
Cake Equity reviews
We've summarised 33 Cake Equity reviews (Cake Equity G2 reviews) and
summarised the main points below.
Pros of Cake Equity
Intuitive and time-saving platform for equity management.
Simple interface for cap table management.
Real-time visibility for stakeholders.
Excellent and responsive customer support.
Easy to use for issuing and managing employee stock options.
Cons of Cake Equity
Some UI elements could be more intuitive.
Occasional bugs require support intervention.
Limited reporting capabilities.
Lack of a rich text editor for communications, e.g., embedding images.
Integrations with other HR and payroll systems are needed.
Cake Equity pricing
The commentary is based on 8 reviews from Cake Equity G2 reviews.
Cake Equity is considered affordable and cheaper than competitors like Carta, with one review stating its price is 10% of Carta's. While one review mentions a recent price increase, the overall sentiment is that Cake Equity offers good value for its features and functionality.
Top Free features include:
5 Stakeholders
Access to Starter & Growth features
Including Cap table, stock options and SAFE notes
1 power-up session
Starter
$182/month
Top Starter features include:
25 Stakeholders
+ $1 per additional
Cap table management
SAFE & con note templates + flows
Preferred lawyer rates & integration
Scenario Modelling
Shareholder portal app
Free migration
Growth
$330/month
Top Growth features include:
30 Stakeholders
+ $5 per additional
Everything from Starter Plan +
Equity Plans: Options (ESOP), Share Plans, RSAs & RSUs
Legal templates for ESOP (exc LLCs)
Team equity benchmarks
Options exercising
83(b) election
At date reporting
Free priority migration
Pro
Custom
Top Pro features include:
Custom
+ tiered pricing
Everything from Growth Plan +
Free 409A Valuation (US only)
ESS reporting
ASC 718
Rule 701 (coming soon)
International options pools
Bare trusts (+ Special Purpose Vehicles)
From/to date reporting
Two-Factor Authentication
Free fully managed migration. Priority Slack/MS Teams channel
Cake hosted employee equity Q&A sessions
Cake Equity alternatives
Aumni
Better for venture capital and private equity firms. More focused on portfolio management and due diligence. Has grown website traffic significantly faster. Provides more robust reporting features but lacks certain equity management functionalities.
Better suited for managing equity in emerging markets. Has a liquidity marketplace. Is growing faster than Cake Equity, demonstrating significant momentum. Offers superior customer support and ease of use based on user reviews. Provides transparent pricing. A Cake Equity alternative to consider.
Better fit for UK-based businesses due to Companies House integration and HMRC compliance features. Has grown website traffic faster. Offers data room and investor update features. Higher rated on G2, Capterra, and TrustPilot. Praised for excellent customer support. More expensive, less intuitive for new users, and less customizable cap table simulations.
Better for M&A, private equity, and investment banking. Geared towards larger enterprises. Has strong reviews but some users report data accuracy issues and a clunky interface. Sourcescrub is a Cake Equity competitor and alternative.
Cake Equity is a user-friendly equity management software for startups and growing businesses. It streamlines issuing and managing employee stock options, maintains a digital cap table, and models investment scenarios. Cake Equity is praised for its intuitive interface and helpful customer support.
How does Cake Equity integrate with other tools?
How does Cake Equity integrate with other tools?
Cake Equity integrates with several tools, though specific integrations are not explicitly listed in the provided data. Users have noted a desire for more integrations, particularly with HR and payroll systems.
What the main competitors of Cake Equity?
What the main competitors of Cake Equity?
Cake Equity's main competitors include Carta, Capboard, Qapita, and Vestd. These platforms offer similar equity management solutions for startups and growing businesses, focusing on cap table management, ESOP administration, and investor relations.
Is Cake Equity legit?
Is Cake Equity legit?
Yes, Cake Equity is a legitimate equity management software. It's known for its intuitive interface and helpful customer support, making it a safe and reliable choice for managing equity. Users appreciate its ease of use for tasks like issuing and managing employee stock options and cap table management.
How much does Cake Equity cost?
How much does Cake Equity cost?
Cake Equity pricing includes a Free plan, a Starter plan at $182/month, and a Growth plan at $330/month. A custom-priced Pro plan is also available. They offer a free trial and a 10% discount for annual subscriptions. Contact sales for Pro plan pricing.
Is Cake Equity customer service good?
Is Cake Equity customer service good?
Cake Equity's customer service is highly regarded by users. Reviews consistently praise the responsiveness and helpfulness of the support team, highlighting their quick response times and willingness to assist with onboarding and troubleshooting. Users feel well-supported by the Cake Equity team.
Reviewed by
MK
Michal Kaczor
CEO at Gralio
Michal has worked at startups for many years and writes about topics relating to software selection and IT
management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs
of any business and find solutions to its problems.
TT
Tymon Terlikiewicz
CTO at Gralio
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech
department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX,
HR, Payroll, Marketing automation and various developer tools.