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Exporting or Downloading your Data
Exporting or Downloading your Data

How do I export my Cap Table from Cake?

Shannon Griffin avatar
Written by Shannon Griffin
Updated over a month ago

There are a few different exporting options on the platform depending on the data you are looking to export.

Cap Table Summary

  1. Head to Equity -> Cap Table

  2. Click 'Download CSV' on the upper right corner of the screen

Cap Table (Shareholders)

  1. Head to Equity -> Shareholders

  2. In the top right corner, click 'Actions'

  3. Scroll down in the dropdown menu and there will be two options for downloading -

    • Download shareholders PDF - this will download a complete Register of Members

    • Download shareholders CSV - this will generate your Shareholder's details, Share Type, Total Shares, Total Amount, and Total Unpaid in csv format.

Cap Table (Options)

Option Holders and Offer List

  1. Head to Equity -> Options holders

  2. In the top right corner, click 'Download CSV'

Cap Table (Notes)

  1. Head to Equity -> Note holders

  2. In the top right corner, click 'More'

  3. Select 'Download Notes' from the dropdown menu

Stakeholder Details

  1. Head to Company -> Stakeholders' on the sub-category

  2. Under the 'Contacts' tab, click the 'More'

  3. Select 'Download all stakeholders CSV'

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