'Co-pilots': What are they?
Co-pilots are additional users who can access your Cake account to help manage equity, collaborate on cap table updates, and support your equity administration.
Why add co-pilots?
Equity management often involves multiple people across finance, legal, HR, and leadership. 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 extra cost
Flexible permissions: assign view-only, edit, or admin access based on each person's role
Better collaboration: multiple team members can manage and review equity without sharing a single login
Who to add as a co-pilot
Common co-pilots include:
Finance leads managing cap table accuracy
HR managing employee equity grants
Legal counsel reviewing documents
Executive team members who need read-only visibility
How to add a co-pilot
See Invite a Company User for step-by-step instructions.