How to centralize signed equity documents and board approvals

Equity paperwork has a way of scattering. The signed grant is in one inbox, the board consent in another, the resolution somewhere on a shared drive, and when an investor or auditor asks for a specific document, the hunt begins. Cake closes that gap: every document is generated, signed, tracked, and stored in the same place it belongs, against the stakeholder and security it relates to. The whole signing process happens inside Cake, so nothing leaves the system to get lost.

Start from a contract template

You don't draft equity documents from scratch in Cake, and you don't create most of them as standalone files either. Equity documents are generated through the workflow that creates the thing they relate to: incentive plan documents when you set up the plan, grant documents when you issue a grant, share certificates when you issue shares. The contract templates sit behind those flows.

Open the Documents area to see the available contract templates for incentive plans, fundraising, and certificates. See Available contract templates.
Optionally customise a template's wording for your company before it is used.

Starting from a template means each document is consistent every time and ready to send for signature in a couple of clicks.

Fundraising documents: SAFEs and convertible notes

Fundraising paperwork lives in the same place. SAFEs and convertible notes are among the most-used documents in Cake, and the ones it is most important to stay on top of. Each one is generated, sent for signing, and stored against the investor and the security it creates, so when a note converts or a round closes you are working from signed, centralised records instead of chasing PDFs. See Issue and manage SAFEs and convertible notes.

Generate and e-sign board consents and resolutions

Create a resolution or board consent from a template or a blank contract.
Add your signers and send it for electronic signing.

The board signs without printing, scanning, or posting anything. It all happens in Cake.

Watch for board signings and chase signers

You don't have to wonder whether the board has signed yet.

Open Documents > Pending signatures to see every document that is out for signature and who still needs to sign.
Send a reminder to any signer who hasn't completed their signature.

The Pending signatures area is your live view of board signings and any other document mid-signature, so you can keep an approval moving without leaving Cake.

Once signed, documents are stored automatically against the relevant stakeholder and security. You don't file them anywhere.
Upload and share any additional documents in the same place, so all your equity paperwork stays together. See Upload and share documents.

Find everything later

Use Documents > Pending signatures to see what is still outstanding.
Use the audit log to see the full history of changes. See Audit log.

What happens next

Your signed documents, consents, and resolutions all live against your Cap Table. So when an investor, auditor, or board member asks for a document, you find it in one place instead of reconstructing where it went. The signing, the chasing, and the storage all happened inside Cake, which is exactly why nothing is missing.