Follow the steps below to import your Cap table, or if you have a more complex cap table, send it to us by uploading it via our secure uploader link and we'll upload it for you - at no additional cost!
Here are the steps import your full shareholder register or just the stakeholder contact information:
UPLOADING YOUR SHAREHOLDERS 💼 ✨
Use this method if you're looking to set up your share registry with minimal shareholder contact details (just name & email!) and include the full transaction history.
From Ownership in the main menu, choose Cap table
Navigate to Shareholders from the top menu
Under Add, select Upload from spreadsheet from the dropdown menu
Download the template - available here, or follow the hyperlink in your Cake account as outlined below
This will take you to a 'View Only' file, so in the top Left click File -> Make a Copy -> Name your file -> and then select 'Make a Copy' a final time, or download the file from Google Sheets to work from Excel if preferred.
Use the example rows in the template as a guide (but delete it before you import your file into Cake!). Fill out the template with the details of your shareholders -
Shareholder name & email (don't worry - nothing will be sent to your investors yet!);
Transaction type - ie. issue, transfer or buy-back (share splits & share conversions can be added manually into the platform - see here for how to add a share split or here for how to add a share conversion);
Share type - COM will be the default share class for US companies, ORD for all others. You can add a new share type directly in your account and then use the share class code in the bulk upload file.
Transaction date
Number of shares
Note for transfers - for the transferor, add a '-' before the number and the transferee should be a positive number;
Note for buy backs - enter as a positive number
Total amount invested
Note for transfers - both the transferor and the transferee should be a positive value. This should be the amount paid on the transfer. Both the transferor and the transferee should have the same value on the transfer transactions.
Note for buy backs - this should be a positive value. This should be the amount the shares were bought back for. The total paid to the company will be reduced by this amount.
Now you have imported the correct information, you can download the file as a CSV. Head to the top left File -> Download -> Comma Separated Values (csv)
Head back to your Cake account and select Import Existing File to drag and drop the CSV or use the Copy and Paste and simply copy all the relevant rows & columns from the template and paste them into the empty box in Cake. Follow the prompts to upload the CSV file, and then ensure all of the information is correct before selecting Import.
NOTE: If any transactions come up highlighted in red, assess the problem (i.e. missing shareholder type etc.) -> either edit in the Cake platform directly in the outlined cells, or go back to your Bulk Upload File -> fix the changes -> re-download the CSV file -> follow the steps to upload again
UPLOADING STAKEHOLDER CONTACT DETAILS ONLY 🙋📧
Head to Company -> Stakeholders on the left-hand toolbar and select Bulk Upload
Download the template - available here, or follow the hyperlink in your Cake account as outlined below
This will take you to a 'View Only' file, so in the top Left click File -> Make a Copy -> Name your file -> and then select 'Make a Copy' a final time
You can proceed to delete the template information that is in the file in the 'Contact details' tab, and fill it out with your stakeholder contact information
Now you have imported the correct information, you can download the file as a CSV. Head to the top left File -> Download -> Comma Separated Values (csv)
Then head back to Stakeholders tab in Cake and select Bulk upload to drag and drop the CSV or use the Copy and Paste and simply copy all the relevant rows & columns from the template and paste them into the empty box in Cake. Follow the prompts to upload the CSV file, and then ensure all of the information is correct before selecting Import.
NOTE: If any transactions come up highlighted in red, assess the problem (i.e. missing shareholder type etc.) -> go back to your Bulk Upload File -> fix the changes -> re-download the CSV file -> follow the steps to upload again
