Bonsai is an all-in-one business management platform for freelancers and service teams, covering CRM, proposals, contracts, invoicing, time tracking, and expenses.
from $9/user/mo
About Cakeequity
What is Cakeequity?
Cakeequity (also known as Cake) is a cap table and equity management platform designed for growing companies. It helps founders, finance teams, employees, and investors manage equity accurately, stay compliant, and turn ownership into a performance driver.
Who is it for?
Ideal for startups from pre-seed to Series B and beyond. It serves founders who need to manage raises and cap tables, CFOs who need compliance reporting, and employees who need to understand their equity. Not designed for public companies or those needing simple spreadsheet tracking.
Key capabilities
Cake handles cap table management, fundraising modeling, SAFEs, convertible notes, 409A valuations, equity incentive plans (stock options, RSUs, RSAs), and compliance reporting. It provides scenario modeling, investor apps, and audit-ready reporting.
Real use cases: A founder models dilution before a raise; a CFO prepares ASC 718 reports; an employee tracks vesting and estimated value.
Key features
- Cap Table Management — Keep your cap table accurate and audit-ready from day one.
- Fundraising Modelling — Run scenarios, model dilution, and impress investors.
- SAFEs & Convertible Notes — Create and manage instruments in minutes.
- 409A Valuation — Get audit-ready valuations included in Team and Pro plans.
- Equity Incentive Plans — Manage ISO, NSO, RSU, and RSA grants with vesting.
- Compliance Reporting — Generate ASC 718, 3921, and ESS reports.
- Employee Portal — Give employees a clear view of their equity and vesting.
SaaSpartout Score
7.3
/10
Editorial score from our review methodology — not user ratings.
◆ AI advisor — 30 seconds, no signup
Why are you looking at Financial Planning & Analysis tools today?
Cakeequity Pricing
Cakeequity pricing: from $1,000/yr.
For comparison: the median starting price in Finance & Accounting is $20/month, measured across 145 tools we track. See the full SaaS Pricing Index →
Free
$0 — Always free, no credit card. Includes 5 stakeholders, cap table, stock options, and SAFE notes.
Build
$1,000 annually (save 10% with yearly). Includes 25 stakeholders, cap table management, SAFEs, founder vesting, fundraising modeling, e-signing.
Team
$2,750 annually (most popular). Includes all Starter features plus 40 stakeholders, audit-ready 409A valuation, incentive plans, full contract editor, legal templates, and more.
Pro
Custom pricing. Includes all Team features plus 409A valuation, ESS/ASC 718 reporting, 3921 reporting, Rule 701 tracking, international options pools, and managed migration.
Free trial available: Start free on any plan, no credit card required.
Frequently asked questions
How much does Cakeequity cost?
Cakeequity offers a free plan, Build at $1,000/year, Team at $2,750/year, and Pro at custom pricing. A 409A valuation add-on is available for $1,500.
Is Cakeequity free?
Yes, there is a free plan that includes 5 stakeholders and access to core features like cap table, stock options, and SAFE notes. No credit card required.
Who is Cakeequity best for?
It's best for growing companies from pre-seed to Series B+ that need robust cap table management, fundraising tools, and compliance reporting. It's also useful for CFOs, founders, and employees.
What are the top Cakeequity alternatives?
Common alternatives include Carta, Pulley, and LTSE Equity. Cakeequity differentiates itself with a focus on compliance and ease of use, rated 4.8/5 on G2.
Does Cakeequity include a 409A valuation?
Yes, the Team and Pro plans include an audit-ready 409A valuation. It can be added to any plan for $1,500.
