Cake Equity
Equity management software
Accounting & finance software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$182 per month
Free Trial unavailable
Free version
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- Retail and wholesale
What is Cake Equity
Cake Equity is an equity management platform used to model, issue, and administer company ownership for private companies. It supports cap table management, employee equity plans, and scenario modeling for fundraising and exits, with workflows aimed at founders, finance teams, and advisors. The product also includes tools that connect equity data to financial reporting needs, such as tracking option grants and related documentation.
Cap table and scenario modeling
Cake Equity provides cap table management with support for common private-company instruments such as shares and options. It includes scenario modeling to evaluate dilution and outcomes across financing rounds and exit events. This helps founders and finance teams maintain a single source of truth for ownership and run planning analyses without relying solely on spreadsheets.
Employee equity plan administration
The platform supports workflows for creating and managing employee equity plans, including grants and vesting schedules. It centralizes key equity records and related documentation to reduce manual tracking across email and files. This is useful for companies that need consistent processes as headcount grows and equity participation expands.
Finance-oriented equity tracking
Cake Equity positions equity data to be usable by finance teams for ongoing reporting and reconciliation. By keeping grant details, vesting activity, and stakeholder records structured, it can reduce rework when preparing internal reports and working with external accountants. This aligns with needs typically addressed by equity management tools that also support finance and compliance workflows.
Compliance depth may vary
Equity administration often requires jurisdiction-specific tax and regulatory handling, as well as audit-ready reporting. Depending on the company’s location and reporting requirements, Cake Equity may not cover all advanced compliance features expected by larger or highly regulated organizations. Teams may still need external advisors or supplemental tooling for complex cases.
Limited enterprise governance features
Organizations with complex approval chains, multi-entity structures, or strict internal controls may require deeper governance capabilities. Some equity platforms in this category offer extensive role-based controls, advanced workflows, and enterprise integrations that may exceed what smaller-company-focused tools provide. Larger companies may need to validate fit for their governance and audit processes.
Integration ecosystem not universal
Equity systems often need to connect with HRIS, payroll, and accounting systems to reduce duplicate data entry. If Cake Equity lacks a required native integration, teams may rely on exports, manual reconciliation, or custom integration work. This can increase operational overhead as transaction volume and stakeholder counts grow.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Free | $0 — 5 stakeholders | Access to Starter & Growth features; includes cap table, stock options, SAFE notes; No credit card required; "Start free" link on official pricing page. |
| Starter | $182 per month (billed annually) / $199 per month (billed monthly) + GST; includes 25 stakeholders; $1 per additional stakeholder per month | Cap table management; Shareholder vesting; SAFE & convertible notes; Fundraising modelling; Integrated e-signing; MyCake private access for shareholders; Two-way team & investor communications. |
| Growth (Most popular) | $330 per month (billed annually) / $362 per month (billed monthly) + GST; includes 30 stakeholders; $5 per additional stakeholder per month | All Starter features plus Incentive Plans (Stock Options, RSUs, RSAs); Legal templates for Stock Options (C-corp only); Options exercising; Warrants; Team equity benchmarks; MyCake private access for employees; Free basic migration. |
| Pro | Custom pricing — contact sales / Book a demo | Discounted rates for large cap tables; All paid plan features plus 409A Valuation, ESS reporting, Share-based payment reporting, ASC 718 valuation, Stock-based compensation reporting, Form 3921 reporting, International options pools, bare trusts, date-based reporting, managed migration & priority support. |
Notes:
- 409A valuation is available as an add-on to plans (explicitly listed as an add-on on the pricing page) and is shown as an add-on price of $1,000 on the official site.
- Prices on the official pricing page include "+ GST" for applicable regions and are selectable by country and cap-table size (pricing is dynamic on the vendor site).
Seller details
Cake Equity Pty Ltd
Melbourne, Australia
Private
https://cakeequity.com
https://x.com/cakeequity
https://www.linkedin.com/company/cake-equity/
