Bulk Upload Your Cap Table and Stakeholder Details

Upload your complete share registry or stakeholder contact information efficiently using our bulk upload tools.

For complex cap tables, you can upload via our secure uploader and we'll set it up for you at no extra cost!

Upload Shareholders with Transaction History

Use this method to set up your complete share registry including all historical transactions.

1. Go to Ownership → Cap table from the main menu

2. Select Shareholders from the top menu

3. Click Add → Upload from spreadsheet

   

4. Download the template using the provided link

5. Make a copy by clicking File → Make a Copy → name your file → Make a Copy

6. Delete example data and enter your shareholder information including:

   • Shareholder name and contact information

   • Transaction history (share allotments, transfers, and buy backs only)

   • Share types and quantities

   • Transaction dates and prices

   Note: Only share allotments, transfers, and buy backs can be uploaded in bulk. Share conversions and share splits should be added manually in the app.

   For shares issued from exercised options or SAFE/Convertible Note conversions, we recommend handling these separately as Cake can document them automatically through the exercise and conversion processes.

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

8. Return to Cake and select Import Existing File

9. Upload your CSV and review all information

10. Fix any red-highlighted errors by editing directly in Cake or updating your CSV

11. Click Import to complete the upload

Upload Stakeholder Contact Details Only

Use this method to upload just contact information without transaction history.

1. Go to People from the left sidebar

2. Click Add → Bulk upload stakeholders

   

3. Download the template using the provided link

4. Make a copy by clicking File → Make a Copy → name your file → Make a Copy

5. Delete template data in the 'Contact details' tab and add your stakeholder information

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

7. Return to People and select Add → Bulk upload stakeholders

8. Upload your CSV or copy and paste the data directly

9. Review all information and fix any errors highlighted in red directly in Cake or make corrections to your spreadsheet to re-upload

10. Click Import 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!