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Export Data for 409A Valuation

Export the right data from Cake to ensure a smooth 409A valuation process. We'll guide you through the most efficient export methods.

With 409A Add-on (Recommended)

If you have the 409A add-on:

  1. Navigate to Equity compliance → 409A

  2. Click Download XLSX

  3. Provide this comprehensive export directly to your 409A provider

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Without 409A Add-on

  1. Navigate to Tools → Reporting

  2. Click Download XLSX on the Cap table report

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Next Steps

These exports provide comprehensive stakeholder and equity data needed for accurate valuations. Your 409A provider will use this information to assess fair market value.

Need the 409A add-on? Contact our team via chat to discuss upgrading your plan for streamlined valuation exports.

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