Bulk Upload Warrants
Upload warrant grants using the Warrants tab in Cake's bulk upload template, including warrants that have already been exercised or lapsed.
Enter your warrant data
In the Warrants tab, enter one row per warrant grant:
Warrant holder name and email
Number of warrants
Share class and strike price
Issue date and expiration details
Vesting schedule (if applicable)
If the warrant has already been exercised: Include exercise details in the same row, Cake automatically creates the corresponding share issuance during upload.
If the warrant has been partially or fully lapsed: Include lapse details in the same row, Cake records the lapse automatically upon import.
If you're issuing a Warrant to a stakeholder who already exists in Cake, their name must match exactly what is already in Cake to ensure it adds the new transaction to their existing profile. Any mismatch creates a duplicate record.
Upload the Warrants tab
In Google Sheets, click File → Download → CSV.
In Cake, go to Cap Table and select the Warrants tab.
Click the Bulk upload warrants option.
Drag your CSV into the pop-up window and click Next.
Review and validate, then click Import.