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Importing your Share Registry

Get your existing shareholder data into Cake quickly, either by adding shareholders manually or letting our team handle complex cap tables for you.

Manual Entry (Recommended for Simple Cap Tables)

New Cake Users

  1. Navigate to your shareholders - Click Ownership from the main menu, select Cap Table, then click Shareholders

  2. Start adding shareholders - Select the Add dropdown and click Shareholders

  3. Enter shareholder details - Add their name, email address (optional), and ownership details or number of shares

  4. Save and issue shares - Click Next to finalize. Remove any blank fields using the trash bin icon before proceeding

Existing Cake Users

  1. Access shareholders section - Go to OwnershipCap TableShareholders

  2. Add new shareholders - Click the Add dropdown and select Shareholders

  3. Select or add shareholder - Search for the shareholder name from your existing contacts dropdown, or click Add new shareholder for new entries

  4. Complete transaction details - Fill out the required information and click Issue shares

Bulk Upload (For Multiple Shareholders)

Best for importing many shareholders at once:

  1. Start bulk upload - From OwnershipCap TableShareholders, select AddUpload from spreadsheet

  2. Choose import method - Select Import Existing File or Copy Paste from the options

  3. Download template - Get the CSV template to ensure proper formatting. Download the template HERE

  4. Review and upload - Click Next to upload your file and review details before issuing shares

Check out our detailed Bulk Upload Your Cap Table guide.

Professional Upload Service (For Complex Cap Tables)

Our team can handle complicated cap tables at no extra cost:

  1. Send your cap table - Click Send files to Cake and upload your cap table in Excel format

  2. Processing time - We typically complete uploads within 2-3 business days

  3. Get notified - Our team will reach out once your cap table is uploaded and ready to view

This service is perfect for cap tables with complex transaction histories, multiple share classes, or extensive shareholder lists.

Still Need Help?

Contact our support team for guidance with importing your share registry.