How to migrate from Carta to Cake

Ready to make the switch from Carta to Cake? We'll handle the heavy lifting to ensure a smooth transition.

Not sure about making the switch? Check out our Cake vs. Carta comparison to see why other companies chose Cake.

Want to see how it works? Watch our 2-minute migration overview video to understand exactly what the process looks like! 🎥

Here's how to get started:

Create your Cake account at app.cakeequity.com/signup and update your billing details.
Export these specific reports from your Carta account (search for these exact names in the Run reports section):
- Cap table report with "Summary," "Detailed," and "Securities ledger by type and class" options selected
- Vesting report ensuring all vesting details are included (including any milestone vesting)
- Stakeholder details
Access these reports in Carta by navigating to the Essentials tab and selecting Run reports from the dropdown menu.
Send your reports to our team using our secure uploader or email hello@cakeequity.com to speak directly with the onboarding team.

We'll also need your existing Stock Option Plan templates (Offer Letter, Notice of Grant, Stock Option Agreement, Equity Incentive Plan, and Plan Rules) if you have them.

What happens next? Our Customer Success team will set up your cap table within 2-5 business days and schedule a 'Power Up' call to walk you through everything. If you have a deadline for your Carta subscription ending, just let us know and we'll prioritize your migration.

Important: Download any supporting documents (like executed agreements and previous 409A valuation reports) from Carta separately and upload them to your Cake account after we complete the cap table migration.

Common questions

What Transfer Agent details do I provide to Carta? Check our Transfer Agents article for guidance.

Can I issue replacement certificates on Cake? Yes! Your securities aren't canceled when migrating - instead, the 'certificates' that were previously issued through Carta in electronic form will need to be reissued. You can issue replacement Stock Certificates through Cake in minutes once the migration is complete.

Still Need Help? Contact our Customer Success team through the chat or email hello@cakeequity.com