Can I see my Cap Table in Cake before I pay?
Yes, all of it. Even if you have more than five stakeholders, you can view your Cap Table in Cake before you pay.
The free plan limits how many stakeholders you can manage. It doesn't limit how much you can see. Once your Cap Table is in, read access is complete.
Two ways to get it in
Do it yourself. Use our bulk importers to upload your existing records and Cake builds the Cap Table from them.
Have us do it. Our Customer Success team migrates you from another platform or a spreadsheet, at no cost.
Either way, you're looking at your own company's real numbers, not a demo account.
What you can see
The Summary, Fully diluted and Outstanding views
Every shareholder
Every share class
Every vesting schedule
Checking it against what you had
You also get a free Power Up call. Our team walks through the upload with you and reconciles it line by line against your existing records, so you can be certain the data is right.
It's not a sales call. It's there so the version in Cake matches the version you trust before any money changes hands.
Then you decide
If it's right and you want to keep going, click Upgrade at the top of any page. If it isn't, you've lost nothing.
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Still need help?
Contact our support team via chat or email hello@cakeequity.com and we will help you out.