'Co-pilots': What are they?

Co-pilots are additional users from your company who can access your Cake account to help manage equity, collaborate on cap table updates, and support your equity administration.

Why add co-pilots to your Cake account?

Equity management often requires collaboration across finance, legal, HR, and leadership teams. Co-pilots let you bring in the right people with the right level of access:

• No billing impact – Add as many co-pilots as you need at no additional cost

• Flexible permissions – Assign view-only, edit, or admin access based on each person's role

• Better collaboration – Multiple team members can work in Cake simultaneously

• Clear accountability – Track who makes changes to your cap table in the audit log

Who should be a co-pilot?

Common co-pilot roles include:

• Co-founders – Collaborate on equity decisions and cap table management

• CFO or Finance team – Manage valuations, reporting, and financial modeling

• Attorney or legal counsel – Review equity structures and compliance

• HR or People Ops – Handle employee equity grants, onboarding & off-boarding

• Executive assistants – Support administrative tasks and stakeholder communications

How do I add a co-pilot?

1. Click Invite co-pilots at the top of your Cake account

2. In the pop-up screen, enter the following details:

   • Email – The co-pilot's work email address

   • Position – Select their role (Co-founder, Finance, Attorney, HR)

   • Permissions – Choose their access level

   

3. Click + Add another to invite multiple co-pilots at once (optional).

4. Click Invite to send welcome emails to your co-pilots.

Your co-pilots will receive an email from Cake with instructions to set up their account and access your company's equity data.

Managing co-pilot access

You can update or remove co-pilot access at any time by returning to Company > Settings > User access. This is helpful when team members change roles or leave the company.