Migrate from Carta to Cake
Migrate from Carta to Cake
Switching from Carta to Cake is a managed migration, our Customer Success team handles the heavy lifting. You export your data from Carta, send it to us, and we build your cap table in Cake within 2–5 business days.
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! 🎥
Before You Start
Create your Cake account at app.cakeequity.com/signup and update your billing details
Download any supporting documents from Carta separately (executed agreements, previous 409A reports), you will upload these to Cake after migration
Step 1: Export your data from Carta
In Carta, navigate to the Essentials tab and select Run reports from the dropdown.
Export the following reports (search for these exact names in the Run reports section):
Cap table report: select the "Summary", "Detailed", and "Securities ledger by type and class" options
Vesting report: ensure all vesting details are included (including any milestone vesting)
Stakeholder details
If you have stock option plan documents (Eg. Notice of Grant, Stock Option Agreement & Equity Incentive Plan), gather those too.
Step 2: Send your data to Cake
Send your exported reports to our team using the secure uploader (link provided by your onboarding contact), or email hello@cakeequity.com to speak directly with the team.
Let us know if you have a deadline, for example, if your Carta subscription is ending on a specific date, and we will prioritise your migration.
What Happens Next
Our Customer Success team sets up your cap table within 2–5 business days and schedules a Power Up call to walk you through your new account. Once the migration is complete:
Upload any supporting documents you downloaded from Carta to Documents → All documents
Common questions
What Transfer Agent details do I provide to Carta?
See Do I need a transfer agent? for guidance on what to enter when closing out your Carta account.
Can I issue replacement certificates in 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 through Cap Table → Shareholders.
Still Need Help?
Contact our support team via chat or email hello@cakeequity.com and we will help you out.