Start an Equity Raise

Set up your equity raise in Cake to streamline investor management and document signing. You can create the raise in draft mode and edit details before adding investors.

Steps to create your equity raise

1. Click Tools in the main menu, then select Raise (SAFE) from the dropdown

2. Click + Start New Raise

3. Review the disclaimer and click Next to continue

4. Enter your raise details:

   • Name your raise

   • Select Equity as the Raise Type

   • Set your Target Close Date

   • Choose the Share Type for new investors

   • Click Next

5. Review the pre-money valuation - if you need to add a new valuation, click + New Valuation, then click Next

6. Enter your raise goal amount

7. Select your company signee - if you haven't set this up yet, see our guide on adding board members and company signees

8. Add bank account details where investors will transfer funds - these details will appear in your investment documents and investor portals after signing

You'll see your raise created in draft status, ready for you to add investors and send offers.

What happens next

Once your raise is set up, you can add investors and send investment offers. The raise will remain in draft mode until you start adding offers, giving you flexibility to adjust details as needed.

Still Need Help?

If you need further assistance, reach out to our support team by raising a new support request or through the chat in the bottom right corner.