Managing Multiple Company Accounts
Managing Multiple Company Accounts
Cake lets you manage multiple companies under a single login. This is useful for attorneys, accountants, and advisors supporting multiple clients, or founders who have more than one entity.
Your current company is always shown in the top left corner of the screen.
Switch between companies
Click your company logo in the top left corner to open the company switcher
Select the company you want to view from the dropdown
Cake loads that company, your login stays the same
Add a new company
Click your company logo in the top left corner
Select + Add New Company at the bottom of the dropdown
Follow the company setup steps to enter your new entity details
Once set up, switch between companies using the same dropdown
What Happens Next
Each company is completely separate, its own cap table, equity plans, documents, and settings. Switching companies changes everything you see in the app. Your user account and login are shared across all companies.
Note: Each company requires its own Cake subscription. Billing is managed separately per company.