Accept an Offer to Invest

Complete your investment by reviewing and signing your agreement through Cake's secure platform.

Look for an email from Cake with the subject line [Company Name] - Offer to Invest. Click the View Offer link at the bottom of the email.

Create your investor account using the same email address that received the investment offer. If you're asked to create a company after signing up, you've used the wrong email address.
Navigate to your offer. From the left menu in your Investor Portal, click Offers. Your raise offer will be displayed on this page.
View your offer details. Click the View Raise Offer button to open your investment opportunity.
Confirm your investment amount. Click Confirm your investment to verify the investment amount is correct. If this needs updating, contact the company directly to request changes.
Enter your details. Click Enter your details in the bottom right corner. Complete all investing entity information carefully, as this will populate your investment documents. Select the appropriate investment type:
- Individual: For personal investments or single trustee situations
- Joint: For multiple trustees or joint ownership
- Company: For corporate entities or company trustees
Sign your contract. Click Sign contract in the bottom-right corner. This will open your Subscription Agreement, SAFE Note Agreement, or Convertible Note Agreement for electronic signing through Cake's platform. You can download the document for review before signing.
Complete the signing process. Review your agreement and any supporting documents, then electronically sign where prompted. Click Finish in the top right corner when complete.

You're all set! Your investment process is complete and you'll have access to all relevant documents through your investor portal.

If you need further assistance, reach out to our support team by raising a new support request or through the chat in the bottom right corner.