Understanding Company View vs My Cake Portal

Company View

Company View is your central admin hub where you'll spend most of your time. Here you can manage:

• Your cap table and modelling

• Incentive plans (stock options, RSUs, RSAs)

• Documents and communications

• 409A valuations and settings

Who can access it? Only your company users (co-pilots) can see Company View. You can review who has company access by going to Company → Settings → User access.

MyCake Portal

MyCake Portal is your stakeholders' private space to view their individual holdings. As an admin, you control exactly what they can see - they don't have access to your cap table.

Who can access it?

• Shareholders with Cake accounts can view their holdings once invited

• Option holders can only see their equity after you've sent their offer for signing or invited them as a stakeholder

Preview the stakeholder view: Go to Company → Team Hub: My Cake to see live previews of both the Investor view and Grant holder view.