Settle Raise Offer Offline

When you need to complete signing outside of Cake for any reason, you can settle raise offers offline while keeping all your raise offers centralized in one place. This allows you to skip the signing process in Cake and upload completed documents directly.

For Your Own Documents:

1. Navigate to Tools and select Raise (SAFE)

2. Click See details on your raise and select + Add Offer

3. Add investor details and committed amount, then click Add Stakeholder

4. Click More on the offer and select Settle Offline

   

5. Upload the executed investment document, confirm the committed amount and click Settle

   

6. Update payment status once the investor has transferred funds

7. Click Issue Shares (or Issue Note for SAFE/Convertibles) to add the investor to your cap table

For Cake's Templates:

1. Create your offer using + Add Offer and click Invite (this won't send anything)

2. Navigate to the document preview screen and click Download to save as PDF

   

3. Exit the preview before completing the invitation process

4. Send the document using your preferred method

5. After execution, click More on the offer and select Settle Offline

6. Upload the signed agreement and confirm the committed amount

7. Update payment status once the investor has transferred funds

8. Click Issue Shares (or Issue Note for SAFE/Convertibles) to add the investor to your cap table

Important: Ensure investor contact details are correct before saving document previews, as these details will be inserted into the agreement. You can edit stakeholder details in the People tab if needed.

Still need help? Contact our support team through the chat or submit a new support request in the Help Centre.