Search, filter, and sort your cap table

As your company grows, so do your stakeholder and grant lists. Here’s how to quickly find what you need using the search, filter, and sort tools across your cap table, People list, and option pools in Cake.

Search, filter, and sort your cap table

1. Go to Cap Table and switch to the Fully diluted (or Outstanding) view to see your stakeholder table.

2. Use the search bar (top right) to find a stakeholder by name.

3. Click Filter to narrow by:

   • Status (Active, Invite sent, Not invited)

   • Type (Individual, Joint, Company)

   Active filters appear as chips you can remove.

4. To sort, click the sort control in any column header — for example, Stakeholder, Status, Total holdings, Invested, Estimated value, or Ownership.

The Summary view shows your totals — switch to Fully diluted or Outstanding for the searchable stakeholder table.

Filter and sort your People list

1. Go to Engage → People.

2. Click Filter and choose how to narrow your list:

   • State

   • Country

   • Status (e.g., Active user, Not invited)

   • Employee ID

   • Type

   • Phone

3. To sort, click the arrows in any column header — for example, Email, Status, State, Country, or Employee ID.

4. To find a specific person, use the search bar at the top right and search by name.

Filter and sort grants in an option pool

1. Go to Plans → Options and open your option plan to view the pool details.

2. Scroll to the Grants section.

3. Click Filter and choose how to narrow the list:

   • Ownership

   • Date

   • Country

   • Status

4. To sort, click the arrows in any column header — for example, Ownership, Date, Country, or Status.

5. To find a specific grant holder, use the search bar above the Grants table.

Still need help?

Contact our support team through the chat for guidance on finding stakeholders or grants, or submit a new support request via the Help Centre.