---
author: "Cake"
published: 2026-08-31T07:08:06.151Z
updated: 2026-09-16T00:33:43.931Z
---

# How do I export my Cap Table from Carta?

Export three reports from Carta's Run reports section: the Cap table report, the Vesting report and Stakeholder details. Download signed agreements and prior 409A reports separately, as they are not included in the report exports.

Carta's exports live under **Run reports**. Three reports carry everything needed to rebuild your Cap Table elsewhere: the Cap table report, the Vesting report and Stakeholder details. Your signed documents and valuation reports are not in those exports and have to be downloaded on their own.

### Export the three reports

1. In Carta, go to the **Essentials** tab and select **Run reports**.

2. Search for each report by name and run it.

**Cap table report.** Select the **Summary**, **Detailed** and **Securities ledger by type and class** options. This gives you the position and the transaction history behind it.

**Vesting report.** Check that all vesting detail is included, including milestone vesting. Grants that are part way through vesting need their full schedule, not just the vested total.

**Stakeholder details.** Names and email addresses for everyone on the Cap Table.

### Download your documents separately

Report exports do not include paperwork. Download these before you close your account:

* Executed share and grant agreements

* Signed SAFEs and convertible notes

* Board consents and resolutions

* Previous 409A valuation reports

* Your equity incentive plan documents, including any Notice of Grant and Stock Option Agreement

Keep your own copies regardless of where you move to.

### What happens next

If you are moving to Cake, send the three reports to our Customer Success team through the secure uploader or to **hello@cakeequity.com**. We build your Cap Table within 48 hours in business days, at no cost, and you can review it before you pay. See [How to migrate from Carta to Cake](https://help.cakeequity.com/article/how-to-migrate-from-carta-to-cake "https://help.cakeequity.com/article/how-to-migrate-from-carta-to-cake") for the full process, including what to do about certificates and transfer agent details when closing your Carta account.

> **Note:** Carta changes its interface from time to time. If the reports are not where this article describes, contact us via chat and we will help you locate them.

### Related articles

* [How to migrate from Carta to Cake](https://help.cakeequity.com/article/how-to-migrate-from-carta-to-cake "https://help.cakeequity.com/article/how-to-migrate-from-carta-to-cake")

* [What documents do you need to migrate my Cap Table?](https://help.cakeequity.com/article/what-documents-do-you-need-to-migrate-my-cap-table "https://help.cakeequity.com/article/what-documents-do-you-need-to-migrate-my-cap-table")

* [Do I need a transfer agent?](https://help.cakeequity.com/article/do-i-need-a-transfer-agent "https://help.cakeequity.com/article/do-i-need-a-transfer-agent")

### Still need help?

Contact our support team via chat or email **hello@cakeequity.com** and we will help you out.