Bulk Upload Your Cap Table and Stakeholder Details
Cake's bulk upload template lets you import your entire cap table history at once, shares, SAFEs, convertibles, warrants, options, RSUs, RSAs, and stakeholder contact details, each in a separate tab.
Get started
Go to Cap Table and select the Shareholders tab.
Click Add → Upload from spreadsheet.
Download the bulk upload template.
Open the template in Google Sheets, click File → Make a Copy to create your own editable version.
Template tabs
Tab | What to enter |
|---|---|
Stakeholder contact details | Contact details for all stakeholders. Stakeholders will not be notified upon upload |
Shares | Share issues, transfers, and buybacks |
SAFEs | SAFE agreements (with optional conversion details) |
Convertibles | Convertible notes (with optional conversion details) |
Custom notes | Custom note instruments |
Options | Stock option grants (with optional exercise or lapse details) |
RSAs / Share Plans | Restricted Stock Awards (US) & Employee Share Plans (AU) |
RSUs | Restricted Stock Units |
Warrants | Warrant grants (with optional exercise or lapse details) |
Upload process
Upload each tab as a separate CSV file:
In Google Sheets, go to File → Download → CSV to export the active tab.
In Cake, navigate to the relevant section (e.g., Cap Table → Shareholders for Shares, Cap Table → SAFEs for SAFEs).
Click the bulk upload option (or Upload from spreadsheet).
Drag the CSV into the pop-up and click Next.
Review and validate the data, then click Import.
Repeat for each tab.
Important notes
Column order: Cake auto-detects column order, you don't need to match the template's column order as long as column names are correct.
Shares only: The Shares tab covers share allotments, transfers, and buybacks only. Do not include shares from SAFE/note conversions or option exercises, these are handled automatically when you upload the relevant tabs.
Share conversions and share splits: Record these manually in Cake after uploading. They cannot be bulk uploaded.
Vesting: Shares with vesting schedules, and equity grants with vesting, can be included. All grants in a single batch will share the same vesting schedule, upload separately if you have multiple schedules.