Bulk Upload Stock Option Grants

Save time by uploading multiple option grants at once instead of creating them individually.

Step-by-Step Instructions

1. Navigate to Incentive plans and select Options from the left sidebar

2. Click View Pool for the option plan you want to upload grants into

3. If you have multiple countries in your pool, Scroll to the country section and select View Details for your relevant country

4. Click Bulk upload offers

   

5. Download our Upload Template and open the file

6. Make a copy of the template by clicking File → Make a Copy → name your file → Make a Copy

7. Delete the example data in the 'ESOP Offers' tab and enter your grant details:

   • Employee name & email

   • Total number of options

   • Exercise price (strike price)

   • Option price

   • Grant date (only for previously accepted grants outside Cake)

   • Expiration period or Exercise expire date

   • Vesting start date

   • Option type (US only: ISO or NSO)

   • Allow trust (AU only)

   Note: Use the same name and email address as existing stakeholder accounts to link to existing profiles properly.

   You'll specify the vesting rules for all grants during the import process.

8. Download as CSV by clicking File → Download → Comma Separated Values (csv)

9. Return to Cake and import your CSV file following the upload prompts

10. Review all information carefully before selecting Next

11. Fix any red-highlighted errors either directly in Cake or by updating your CSV and re-uploading

12. Select the vesting rules that apply to all offers in this batch

13. Click Add Offers to complete the upload

    

Need help with your import?

Contact our support team via the chat or submit a new support request via the Help Centre and we'll help you out!