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Set Up a Company

Set Up a Company

Create your Cake account and company in a few steps. Cake walks you through entering your company details during signup, the whole process takes about five minutes.


Set up your first company

  1. Go to cakeequity.com and click Get started free

  2. Enter your name, email address, and a password

  3. Follow the prompts to enter your company details:

  • Entity type: company or individual

  • Company name and country of incorporation

  • Industry and company stage

  1. Optionally invite a co-pilot (a team member or advisor who will also manage your account)

  2. Click Finish to complete setup

You will land on the Get started page with a checklist to guide your next steps.


Add another company

Already have a Cake account? You can manage multiple companies under one login.

  1. Click the company initials (or logo if uploaded) in the top left corner of the screen to open the company switcher

  2. Select + Add New Company at the bottom of the dropdown

  3. Follow the same setup steps as above to enter your new company details

  4. Switch between companies anytime by clicking the company name in the top left corner


What Happens Next

Once your company is set up, your Get started checklist guides you through the key next steps: adding your company details, setting up your cap table, and configuring equity plans if you plan to grant options or issue shares.