Export Your Cap Table Data
You can export a full copy of your cap table from Cake at any time, useful for record-keeping, investor reporting, sharing with advisors, or migrating to another platform.
Method 1, Download directly from your cap table
The quickest way to export:
Go to Cap Table in the main menu.
Click the Download Cap Table button (top right of the cap table view).
Method 2, Export from Reporting (more options)
For additional export types including transaction history and stakeholder details:
Go to Compliance → Reporting in the main menu.
Select the Exports tab.
Choose from:
Cap table (XLSX): complete cap table
Contact details (CSV): contact information for all contacts
Shareholders (CSV/PDF): Register of Members as at the date of report.
Noteholders (CSV): SAFE, Convertible and Non-standard Notes on issue in the company.
Equity grants: full grant data including vesting details
Transaction history: a record of all cap table events (issuances, transfers, cancellations)
What's included in the cap table export
Shareholder names and contact details
Share class and share count per holder
Fully diluted ownership percentages
SAFEs, convertible notes, warrants, and option grants