Understanding Company View vs My Cake Portal
Understanding Company View vs My Cake Portal
Cake has two separate interfaces: the Company View where admins manage the cap table, and the My Cake Portal where investors and employees view their individual holdings. Understanding the difference helps you know what your stakeholders can and cannot see.
Company View
Company View is your admin hub, where you spend most of your time managing the company. From here you can:
Manage your cap table, shareholders, and share classes
Set up and grant equity plans (options, RSUs, RSAs)
Issue and sign documents and contracts
Send messages and resolutions
Run compliance reports and valuations
Manage settings, billing, and user access
Who can access it? Only company users (co-pilots) you have invited. You can review who has access by going to Settings and selecting the Company access tab.
My Cake Portal
My Cake Portal is your stakeholders' private space to view their individual holdings. As an admin, you control exactly what they can see, they do not have access to your full cap table.
Who can access it?
Shareholders: can view their holdings once you have invited them as a stakeholder
Option holders: can view their equity after you have sent their offer for signing or invited them as a stakeholder
Stakeholders only ever see their own position, not the full cap table.
Preview the stakeholder experience
To see what your investors and employees see, go to Engage → Stakeholder app. This shows you a live preview of both the investor view and the grant holder view.
What Happens Next
Once you understand the two views, the natural next step is to invite your stakeholders to their My Cake Portal, see Invite Stakeholders to My Cake Portal.