Cake Help Centre
How can we help?
- Search, filter, and sort your cap table
- How to set up an employee incentive plan
- Bulk Upload Options, RSAs, RSUs & Share Plans
- Update Option Pool Details
- Create a New Option Grant
- Delete Option Grants and Pools
- How to manage vesting schedules for your employees
- How Cake calculates diluted equity ownership for option holders
- Granting Your Employee Options
- Send Option Grants for Board Approval
- Require a Company Signature on Option Grants
- Check whether your option grants are ISO or NSO
- How to enable early exercise for your employees
- Edit Option Grants After Issuance
- Option Repricing
- Allow Employees to Nominate a Trust for Their Options
- Stock Option Offer Statuses and What They Mean
- Benchmark equity offers for employees and advisors
- Create a New Restricted Stock Award (RSA)
- Create a New Restricted Stock Unit (RSU)
- How to Vest Manually
- Enable Employee Exercise Requests
- Exercise Stock Options for Employees
- Pause Vesting for Option Holders
- Cancel Employee Options (Lapse Options)
- Recording Historical Option Cancellations
- Off-board an Employee or Stakeholder
- Managing User Access and Permissions
- Available Contract Templates
- Duplicate a Contract Template in Your Incentive Plan
- How to Upload a Custom Option Grant Template
- Download Option Docs for Offline Signing
- Require Witness Signatures on Contracts
- Customize Your Contracts and Agreements
- Get a 409A Valuation Through Cake