How long does it take to migrate my Cap Table to Cake?
Typically within 48 hours, in business days, from the point we have your records.
Migration is part of onboarding and our Customer Success team does the work. You are not rebuilding a Cap Table by hand, and there is no charge for it.
How it runs
You hand over what you have. Reports exported from your current platform, or the spreadsheet you have been keeping.
We build it in Cake. Typically inside 48 business hours.
We reconcile it with you. A free Power Up call, line by line against your existing records.
What affects the timing
The 48 hours starts when we have complete records, so the main variable is how long it takes to get the exports out of your current platform. That side is usually the slower one.
A Cap Table with a long history of rounds, convertibles and option grants takes longer to check than a young one, though the build itself rarely moves much.
What you need to send
The document checklist is in What documents do you need to migrate my Cap Table?.
Coming from Carta, start with How do I export my Cap Table from Carta?.
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Still need help?
Contact our support team via chat or email hello@cakeequity.com and we will help you out.