Cap Tables · Reviewed 25 Oct 2026

Cake Equity

Equity management platform for startups.

free tier · cakeequity.com ↗

Paid against free › Cap Tables › Cake Equity

Cake Equity at a glance

Overview

01

Summary

The useful answer before the supporting detail.

Cake Equity is a cap table and equity management platform that helps startups manage ownership, grants, and compliance S1. It is used by founders, employees, CFOs, and investors to keep equity data accurate and accessible S1. The platform provides tools for 409A valuations, ASC 718 reporting, and AI-powered document review, aiming to simplify equity management S21 S33 S27.

02

Product identity and positioning

Name, category, positioning, audience, and first-party claims.

  • Identity: Cake Equity is a cap table and equity management platform S1.
  • Core purpose: It simplifies global equity management for startups S1.
  • Intended users: Founders, employees, CFOs, and investors S1.
  • Product scope: A single platform for cap table, compliance, and employee equity tools S1.
  • Positioning: Positioned as a compliance-depth platform that empowers teams S1.
  • Claimed distinction: Built to handle compliance depth expected by attorneys and investors S1.
03

Use cases and audiences

Who the product serves and the jobs it is designed to handle.

AudiencePractical use case
FoundersManage cap table and issue equity to employees S1.
EmployeesView equity grants and file 83(b) elections S7.
CFOsGenerate ASC 718 reports and audit logs S33 S97.
InvestorsAccess real-time cap table and portfolio updates S102.

Features

09

Features and capabilities

Core functions and evidence-backed product capabilities.

CapabilityWhat it does
Cap table managementManage shareholders, holdings, share classes, plans, grants, and convertibles S15.
83(b) complianceGenerate IRS-ready 83(b) forms and reminders for RSA and early exercise S7.
409A valuationGet audit-proof 409A valuations, included in Team plan S21.
ASC 718 reportingGenerate audit-ready stock-based compensation reports S33.
AI document scannerScan equity contracts for errors and compliance issues S27.
Audit logAutomatically record all cap table changes and exports S97.
MCP integrationConnect AI assistants to read live cap table data S15.
10

Integrations and ecosystem

Connected products, exports, APIs, and workflow compatibility.

Integration or interfaceTypeWhat it enables
AI model, Codex, Grok, CursorMCP integrationAI assistants can read live cap table data S15.
Audit log exportData exportExport complete activity reports for compliance S97.
ASC 718 CSV exportData exportExport clean CSV for audits and financial statements S33.
Bare trustsIntegrated featureManage bare trusts within the cap table S101.

Pricing

11

Pricing and plans

Published plans, free access, trials, credits, and pricing limitations.

Plan or offerVerified price and billingIncludedLimits
Free$0Cap table, stock options, SAFE notesUp to 5 stakeholders S1
Build$1,000 per year (annual billing; quarterly available)Grants with e-sign, SAFE rounds, board approvals25 stakeholders, then $60 each S1
Team$2,750 per year (annual billing)Two 409As per year, AI access via MCP, option exercising40 stakeholders, then $60 each S1
ProCustom (annual or quarterly billing)ASC 718, Form 3921, Rule 701, managed migration100 stakeholders S1
409A add-on$1,500 per year409A valuationNot published S1

Competition

12

Competitive landscape

Domains competing for the same organic search demand.

Sampled competitors

CompetitorFirst-page appearancesSampled queriesAverage positionQueries observed
razorpay.com111safe notes
shaycpa.com112safe notes
linkedin.com112cake equity
pandadoc.com113safe notes
crunchbase.com113cake equity
hirechore.com114safe notes
instagram.com114cake equity
amplifypartners.com115safe notes
g2.com115cake equity
hutchlaw.com116safe notes

Website intelligence — Collected evidence

Customers, testimonials, and first-party review claims

No supporting public-page evidence was collected for this category.

Independent review sources discovered

PlatformStatusDiscovered source
G2discovered_not_scrapedhttps://www.g2.com/products/cake-equity/reviews?utm_source=rewards-medal

Website intelligence — Scout synthesis

  • Evidence: Testimonial explicitly compares to Carta: "I previously used Carta… Cake Equity feels like the next generation." W30.
  • Evidence: Homepage mentions migration from Pulley files, indicating direct competition with Pulley W18.
  • Evidence: Pricing page highlights "competitive pricing compared to industry peers" W34.
  • Evidence: 409A page claims "50% more affordable than traditional providers" W96.
  • Evidence: G2 ratings (140+ reviews) and 4.8/5 score position Cake as a credible alternative W8W29.
  • Scout Inference: Cake positions against Carta, Pulley, and traditional 409A providers, emphasizing ease of use, pricing, and bundled compliance features.
14

AI visibility

Measured ChatGPT and Google AI mentions with cited sources.

AI-assistant referral traffic

  • Estimated current generative-AI referral share: 0.6%
MonthSource
—All AI assistants

Website intelligence — Collected evidence

Site-stated AI capabilities

Page typeEvidenceSource
featuresAI-powered scanning tools for error-free equity contracts.https://www.cakeequity.com/features/ai-document-scanner
featuresAI Document Scanner is available on all Cake plans. It's designed to help companies of all sizes eliminate document errors and accelerate equity workflows. Enterprise customers receive priority processing and dedicated support.https://www.cakeequity.com/features/ai-document-scanner
featuresCake uses advanced AI and machine learning to scan your documents for common issues like missing signatures, incorrect formatting, unclear vesting terms, and compliance problems. It provides visual labels showing exactly what needs attention, with green tags for correct sections and red flags for issues requiring fixes.https://www.cakeequity.com/features/ai-document-scanner
featuresAI-powered contract scanning instantly highlights issues, saving hours of manual review and costly legal rework.https://www.cakeequity.com/features/ai-document-scanner

These are first-party product claims, not independent measurements of AI-search visibility.

Website intelligence — Scout synthesis

  • Evidence: The site has a dedicated AI-powered document scanner feature page, indicating investment in AI capabilities W121W124W125.
  • Evidence: AI features are described as "AI-powered contract scanning instantly highlights issues" and "Automated contract analysis" W125W134.
  • Scout Inference: The presence of AI-related content may help the site rank for AI-related queries in the equity management space, but no AI visibility metrics are available.
15

Marketing opportunities

Actions calculated directly from the collected evidence.

OpportunityRecommended actionEvidence
Competitor gap1 first-page appearances across safe notes

Website intelligence — Collected evidence

Website evidence gaps

  • integrations: no usable public page was collected; verify whether the site publishes this evidence.
  • customers: no usable public page was collected; verify whether the site publishes this evidence.
  • reviews: no usable public page was collected; verify whether the site publishes this evidence.
  • changes: no usable public page was collected; verify whether the site publishes this evidence.
  • identity: no usable public page was collected; verify whether the site publishes this evidence.
  • technical: no usable public page was collected; verify whether the site publishes this evidence.

Website intelligence — Scout synthesis

  • Evidence: Free migration from Pulley and other platforms is a strong conversion hook W7W17W18.
  • Evidence: Free tier (up to 5 stakeholders) lowers barrier to entry W37W38.
  • Evidence: Bundled 409A valuation in cap table plan is a differentiator W32W76.
  • Evidence: Testimonials from law firms and founders can be leveraged in marketing W31W10W12.
  • Evidence: G2 ratings and review count (140+ reviews) provide social proof W8W29.
  • Evidence: Product tour page offers a quick overview, useful for top-of-funnel content W49W51.
  • Scout Inference: Opportunities include creating comparison pages (Cake vs Carta, Cake vs Pulley), expanding content on 83(b) and ASC 718 for SEO, and promoting the free migration as a lead magnet.

Trust and proof

16

Customers, proof, and reviews

Published proof, customer signals, and review evidence.

Independent reviews

PlatformPageHow it was foundNote
Product HuntCake Equity Reviews (2026) / Product HuntGrounded web search### The community submitted 10 reviews to tell us what they like about Cake Equity, what Cake Equity can do better, and more. 5.0 Based on 10 reviews ... Reviewers describe Cake Equity as a simple, polished tool that removes much of the admin burden from cap table management, ESOPs, SAFEs, and convertible notes. They repeatedly praise how easy it is to set up, the clear view it gives founders, employees, and investors, and its usefulness for startups with global teams issuing equity across count

Customer proof

Proof typeNamed customer or sourceEvidence
Case studyHope Hornercustomer case study — # How Lemonlight saved $3,000 by right-sizing their equity management Video production company saves $3,000 by switching from Carta to Cake ... (Hope Horner, Co-founder & CEO at Lemonlight / Customer Story)
Case studyJana Gendroncustomer case study — # Vaporox switched from Carta to Cake, saving 40% on equity management costs Healthcare startup finds affordable, user-friendly solution to manage employee equity while supporting innovation in wound care technology (Jana Gendron, Supply Chain Controller at Vaporox / Customer Story)
Case studyRachel Obenshaincustomer case study — ### "We spent thousands and thousands of dollars on lawyers to keep all this information current in the last system and that was just on top of how much it already costs for just the subscription of the last system. (Rachel Obenshain, President & Co-founder at Xeni / Customer Story)
Case studyLauren Humphreycustomer case study — # Simplifying equity at scale: Why The Mintable switched from Carta Manager-training platform switches from Carta to Cake Equity to achieve simplicity, speed, and seamless cross-border equity distribution (Lauren Humphrey, Co-founder & CEO at The Mintable / Customer Story)
Case studyDave Christiansoncustomer case study — ### "Cost wasn't the primary driver for us. (Dave Christianson, Legal Counsel at Tracksuit / Customer Story)
Case studySonny Thadanicustomer case study — ### I made the decision to switch our cap table provider from Carta... (Sonny Thadani, Co-founder & CEO at Robin / Customer Story)

External links were grounded in one live web search. Search snippets are leads, not independently scraped page content; rejected links remain available in Review evidence.

17

Company, security, and trust

Ownership, policies, security signals, and public trust evidence.

SignalFindingSource
Company and ownershipNo extreme annual hikes. No hidden fees. No unused features inflating your bill. Pricing your CFO can defend and your founder won't regret.source
Contact and supportNeed help? Visit the Help Centersource
Legal and privacyNot published on the collected pages.—
Security and complianceTwo-factor authenticationsource
Uptime and status pageNot published on the collected pages.—
Domain registered2018-12-13—
Domain expires2032-12-13—

Not found on the collected pages: legal and privacy, uptime and status page. This only means Scout did not find it on the pages it read; it says nothing about the company itself.

18

Documentation and product updates

Help resources, product guidance, and visible changes over time.

Not established in the collected sources.

Technical

19

Technical and delivery signals

Delivery model, platforms, API, data ownership, reliability claims and release activity.

SignalFindingSource
Delivery model (cloud, self-hosted, desktop, browser extension)Web-based platform S1.
Platforms and appsWeb platform S1.
API and extensibility (API, SDK, webhooks, MCP, plugins)MCP integration for AI assistants S15.
Data ownership and exportCap table records export in standard formats S141.
Performance and reliability claimsNot published on the collected pages.—
Release activityNot published on the collected pages.—
20

Measured infrastructure

Domain, certificate, and hosting signals, measured directly.

SignalFinding
Domain registered2018-12-13 — GoDaddy.com, LLC
Domain expires2032-12-13
TLS certificateGoogle Trust Services, valid, expires 2027-01-06
Security headersHSTS
Headers not servedCSP, X-Content-Type-Options, X-Frame-Options, Referrer-Policy
Server headercloudflare
Mail handled byaspmx.l.google.com, alt1.aspmx.l.google.com
Nameserversns-1215.awsdns-23.org, ns-1790.awsdns-31.co.uk

Not measurable: wayback: rate limited by archive.org, ladder stopped after 1 probe(s); rdap: exceeded the overall budget; wayback: exceeded the overall budget; tls: exceeded the overall budget; dns: exceeded the overall budget; headers: exceeded the overall budget. A gap here means the lookup was unavailable, not that the finding is negative.

21

Technical site audit

A bounded multi-page crawl with page-level issues and URLs.

Scout — Bounded technical crawl

  • Pages crawled: 15 of 15 maximum
  • Technical health: 96/100
  • Critical issues: 0
  • Warnings: 13
  • Notices: 0

Issues

SeverityIssueValueAffected URL
warningTitle length should be reviewed67https://www.cakeequity.com/
warningPage should have one primary H12https://www.cakeequity.com/
warningTitle length should be reviewed67https://www.cakeequity.com/
warningPage should have one primary H12https://www.cakeequity.com/
warningTitle length should be reviewed67https://www.cakeequity.com/features/scenario-modeling
warningTitle length should be reviewed68https://www.cakeequity.com/features/equity-incentives
warningTitle length should be reviewed71https://www.cakeequity.com/features/stock-options
warningTitle length should be reviewed70https://www.cakeequity.com/features/employee-motivation
warningTitle length should be reviewed72https://www.cakeequity.com/features/capital-raise
warningDuplicate title in audit sample2https://www.cakeequity.com/
warningDuplicate title in audit sample2https://www.cakeequity.com/
warningDuplicate meta description in audit sample2https://www.cakeequity.com/
warningDuplicate meta description in audit sample2https://www.cakeequity.com/

Crawled pages

StatusTitleH1sWordsResponseURL
200Cap Table and Equity Management for Growing Companies \Cake Equity2256952 ms
200Cap Table and Equity Management for Growing Companies \Cake Equity2256949 ms
200Cap Table Management Software for Growing Teams \Cake Equity1155491 ms
200Scenario Modeling Software for Equity & Capital Raise \Cake Equity1595100 ms
200Founder Vesting Management Software \Cake Equity1659102 ms
200Warrant Management Software for Startups \Cake Equity157263 ms
200Equity Audit Logs & Change Tracking Tool \Cake Equity172530 ms
200Cap table MCP for AI model, Codex, Grok and Cursor \Cake1110232 ms
200Equity incentive Management Software for Growing Teams \Cake Equity1127571 ms
200Stock Options (ISO, NSO) Management Software for Startups \Cake Equity1778116 ms
200Restricted Stock (RSU, RSA) Management Software \Cake Equity162480 ms
200Equity Compensation Benchmarking Software \Cake Equity163895 ms
200Employee Motivation, Redefined. The Equity App for Teams \Cake Equity180664 ms
200AI-Powered Document Scanner for Equity Agreements \Cake Equity174438 ms
200Capital Raise Tools for Startups: Scenario Modeling, SAFEs, Notes \Cake1136061 ms

This is a bounded Scout crawl. Core Web Vitals and Lighthouse scores are not claimed unless a dedicated performance audit is connected.

22

Search Console and Analytics

First-party search and behavioral data connection state.

Modeled acquisition channels

ChannelEstimated share
direct77.6%
search14.2%
search organic10.9%
search paid3.3%
social2.4%
social organic1.5%
social paid0.9%
referrals1.3%
paid referrals0.4%
mail3.5%
gen ai0.6%
affiliate0.0%
other0.0%

First-party connections

IntegrationStatusData available after connection
Google Search ConsoleNot connectedClicks, impressions, CTR, average position, queries, pages, countries, and devices
Google AnalyticsNot connectedOrganic sessions, engagement, landing pages, conversions, geography, and devices

No first-party Search Console or Analytics numbers are shown until the site owner authorizes the corresponding Google account. Scout traffic model values above are modeled estimates, not private analytics totals.

Limits and method

23

Limitations and open questions

Known constraints and missing evidence from the collected pages.

The collected pages do not mention specific competitors. Evidence gaps include lack of detailed security certifications, uptime statistics, and customer testimonials with named individuals. Pricing details for Pro plan are not fully published.

24

Sources, method, and limitations

Evidence inventory, collection method, provider use, and constraints.

This report is based on 15 collected pages from cakeequity.com, including feature pages, about page, and pricing page. External proof search was enabled but no additional verification was performed. Limitations include reliance on vendor-provided information and lack of independent review data.

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