Overview
Cake Equity is a cap table and equity plan platform with its registered address in Venice, California, and further offices in Palm Beach, Queensland and Lisbon. Its about page traces the company to 2017, when its founders began in blockchain exploring ownership, names Kim Hansen as co-founder and CEO and Jason Atkins as co-founder and president, records a 2022 raise involving Jason Calacanis and says more than 10,000 companies use the product[11].
Pricing is published and comparatively low. The Build plan covers cap table management, SAFEs and convertible notes, shareholder vesting, templated option grants, board approvals, fundraising modelling and e-signing. The Team plan adds two audit-ready 409A valuations a year, RSUs and RSAs, a full contract editor, option exercising, warrants, employee benchmarks and access for AI assistants through MCP. Pro is a managed tier for finance executives with ASC 718, Form 3921, Rule 701 tracking, ISO/NSO split handling, international option pools and bare trusts[10].
Cake states that it is built for the US market, and its legal templates for stock options apply to C corporations only. The free plan is limited to five stakeholders, fewer than most rivals’ free tiers[10].
Cake Equity features
- SAFE and convertible note tracking
- Two 409A valuations a year on Team
- Integrated option exercising
- Warrants on Team plan
- AI assistant access via MCP
- ASC 718 and Form 3921 reporting on Pro
- Free managed migration
Cake Equity pricing
Free: US$0, 5 stakeholders. Build: US$1,000 per year (quarterly billing available), 25 stakeholders. Team: US$2,750 per year, 40 stakeholders, two 409A valuations. Pro: custom. Add-ons: extra 409A US$1,500; QSBS, SPV and stock-based compensation modules US$500 per year each. Migration is free.
Cake Equity strengths and limitations
Strengths
- Low published prices
- Two 409A valuations bundled on Team
- Free managed migration
- Broad instrument coverage on mid tier
Limitations
- Free plan limited to five stakeholders
- Built for the US market only
- Option templates for C corporations only
- ASC 718 reserved for the custom Pro tier
Appears in
Cake Equity alternatives and competitors
Alternatives to Cake Equity: companies ranked in the same lists.
Carta
Ledgy
Fidelity Private Shares
Mantle
Qapita
Eqvista
EquityList
Astrella
Vestd
Morgan Stanley Bank, N.A.
Global Shares (J.P. Morgan Workplace Solutions)
Optio Incentives
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