Cake

How do I upload existing share registry data?

Importing your share registry

Transfer Agents

How do I add a new allotment of shares to a new or existing stakeholder?

Creating a new shareholder & issuing shares

How do I issue shares under a new share class?

Add a new share type

Edit or delete existing share class

How to edit or delete a share issuance, transfer, share split or conversion.

Edit or Delete Transactions

I made a mistake, how do I delete a transaction?

Delete a transaction

How do I add a share transfer to my Cap Table?

Share transfers

Share Split

How do I repurchase shares from a shareholder in Cake?

Share Buy back or Repurchase

How do I convert shares from one share class to another?

Share Conversion

Exporting or Downloading your Data

Will my changes in Cake be automatically updated with ASIC?

Does Cake integrate with ASIC?

How can I add shares/stock with vesting conditions or RSAs?

How to add vesting conditions to Stock?

This article will take you through how to get your share registry imported into your Cake account in bulk

How do I Bulk Upload my Cap Table and Stakeholder Information?

This article will guide you through how to set up and manage a bare trust or SPV on your Cap Table in Cake.

Create and manage a Bare Trust

Access and use the advanced reporting tools on Cake including as at date reporting and comparison between two dates for your Cap Table

At date & Change tracker Reporting

Follow these steps to facilitate a share transfer through Cake where your shareholder wishes to transfer their holdings to a related entity

Transferring Shares to a Trust or Related Entity

How is the Investment Amount calculated for Share Transfers?

Investment Amount vs. Transfer Amount - Share Transfers in Cake

Shannon Griffin

Elin Frid

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