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Getting Started & Account Setup
Set Up Company Details
Managing Multiple Company Accounts
Understanding Company View vs My Cake Portal
How to migrate from Carta to Cake
Do I need a transfer agent?
Adding Your Registered Agent
Does Cake Integrate with ASIC?
How to Set Up a Company
Managing People & Stakeholders
Invite a Company User
Give An Advisor Access
Managing User Access and Permissions
Understanding User Permissions in Cake
Set Up Board Members and Signees
Send messages to shareholders and employees
Send messages with attachments
Create and manage contact groups
Edit or Delete Stakeholder Details
Edit or Remove Board Members
Offboard an Employee or Stakeholder
Ownership & Equity Management
Add Your Company Valuation
Managing Estimated Value for Stakeholders
Importing your Share Registry
Bulk Upload Your Cap Table and Stakeholder Details
Bulk Upload SAFE and Convertible Noteholders
Add Shareholders and Issue Shares
Add a SAFE or Convertible Note Holder
Converting Notes to Shares
Add a New Share Type
Edit or Delete Share Classes
Transfer Shares Between Parties
Transfer Shares to a Trust or Related Entity
Understanding Share Transfer Amounts
Create and Manage Bare Trusts in Cake
Process a Share Buy-back or Repurchase
Share Class Conversion
Adding a Share Split
Edit or Delete Transactions
How to Delete a Transaction
How Cake calculates diluted equity ownership for option holders
Incentive Plans
Create an Employee Stock Option Plan (ESOP)
Update Option Pool Details
Create a New Option Grant
Bulk Upload Stock Option Grants
Granting Your Employee Options
Import Existing Option Grants
Recording Historical Option Cancellations
Delete Option Grants and Pools
Create Custom Vesting Schedules
Stock Option Offer Statuses and What They Mean
Enable Employee Exercise Requests
Exercise Stock Options for Employees
Managing Employee Stock Options When Employees Leave
Cancel Employee Options (Lapse Options)
Pause Vesting for Option Holders
Enable Permitted Nominees for Employee Options
Tools & Advanced
Cap Table Modeling
Generate Cap Table Reports by Date
What is a 409A Valuation?
Export Data for 409A Valuation
Stages of a Raise Offer
Start an Equity Raise
Set up a SAFE Round
Set up a Convertible Note Round
Add Investors to Your Round
Settle Raise Offer Offline
Documents
Available Contract Templates
Customize Your Contracts and Agreements
Upload and Share Documents
Track Document Signing Progress
Send Resolutions or Consents for Electronic Signing
Moving Documents to a New Folder
Set Up Your Share Certificate Template
Share Certificate Types - Holdings vs Transactional
How to Issue Share Certificates
Why Doesn't the Share Certificate State the 'Amount Paid'?
Attach Previously Issued Share Certificates
Require Witness Signatures on Contracts
Download Option and Raise Documents for Offline Signing
Term Sheet Templates in Cake
Settings & Account Management
Account Access Troubleshooting & Quick Fixes
Reset Your Password
Enable or Reset 2-Factor Authenticator for Your Investors
Upgrade or Change Your Cake Subscription
Update Your Billing Details
How to Download Your Cake Invoice
Understanding Pro Rata Billing
Why Can't I Upgrade to the Starter Plan?
Cancel Your Cake Subscription
Cancellation Policy and Refunds
My Cake: Investor & Employee Portal
Create your My Cake Portal Account
Accept your stock option offer
Add Trust Details When Accepting Options
Download your share certificate
Download Your Holding Statement
How to Change Your Email Address as an Investor
View the Current Value of your Shares
View the Current Value of your Options
Estimate Your Option's Future Value
Update Your Street Address as an Investor
Invite Stakeholders to My Cake portal
How to Request to Exercise Your Options
Accept an Offer to Invest
How to Sell Your Shares
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