Add Investors to Your Round

Add investors to your SAFE round, convertible note round, or priced round and send investment offers directly through Cake.

Steps to add investors

1. Go to Tools → Raise (SAFE) from the main menu

2. Click 'See details' on your round tile

3. Click '+ Add offer' to create a new investor offer

4. Enter investor details:

   • Stakeholder name - Search existing stakeholders or click 'Add new shareholder' to create a new investor profile

   • Committed amount - The investment amount

   Complete their stakeholder information if adding a new investor

5. Click 'Add stakeholder' to save the investor details

6. Send the investment offer - In the 'Offer List', click 'Invite' next to the investor's name. You'll see confirmation screens to review:

   • Stakeholder name and email address

   • Investment amount

   • Contract preview populated with the investor's details

   After reviewing, send the email that prompts them to review and sign the investment contract

7. Company countersigning - Once the investor signs, it will be sent to your company signers to countersign before moving to the payment stage

You'll see the investor's offer status update as they progress through accepting the investment, from "Ready to invite" through to contract signing and payment. You can also track signing progress via the Pending signatures tab under 'Documents'.

Still need help? Contact our support team through the chat for assistance with adding investors or managing offers.