Available Contract Templates

What contract templates are available in Cake?

Cake offers pre-built document templates to streamline your equity management and fundraising processes. These templates are drafted by legal partners across multiple jurisdictions and can be customized for your needs.

Access your templates by navigating to Documents → Templates from the main menu.

Employee Stock Option Plan Templates

Create your option pool under Incentive plans → Options (or Stock Options). Once created, click View details on your option pool to access:

• Plan Rules - Option plan terms

• Offer Letter - Individual employee offers

• Shareholders Resolution - Shareholder approval documentation

• Directors Resolution - Director (or Board) approval documentation

Fundraising Templates

Create your raise under Tools → Raise (SAFE) to access investment document templates:

• Subscription Agreement (not available on US accounts)

• SAFE note documents

• Convertible note agreements

Share Certificate Template

Access the Share Certificate template under Documents → Templates to finalize company details and add company signatories before issuing certificates.

Custom Templates

Have your own legal documents? We can often integrate custom templates into Cake's contract engine. Contact our Customer Success team to verify compatibility.