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Cake Equity
Cake is equity management software for seed-to-Series-A startups — cap tables, 409A valuations, stock options, SAFEs/convertible notes, and compliance, built for US founders and their teams.
Their llms.txt
The beginning of the file, from our validated copy saved 2026-10-20T23:05:09.400Z. Cached copy · Source on cakeequity.com
# Cake Equity
> Cake is equity management software for seed-to-Series-A startups — cap tables, 409A valuations, stock options, SAFEs/convertible notes, and compliance, built for US founders and their teams.
## Product
- [Homepage](https://www.cakeequity.com/): overview of the Cake platform
- [Pricing](https://www.cakeequity.com/pricing): plan tiers and what's included
- [Security](https://www.cakeequity.com/security): data security and compliance posture
- [About](https://www.cakeequity.com/about): company background and team
- [Switch to Cake](https://www.cakeequity.com/switch): migration landing page — process, timeline, and onboarding for teams switching from Carta or Pulley
- [Cap Table Management](https://www.cakeequity.com/features/cap-table): core cap table feature
- [409A Valuations](https://www.cakeequity.com/features/409a): built-in 409A valuation feature
- [Equity Incentives / Stock Options](https://www.cakeequity.com/features/equity-incentives): ESOP and option grant management
- [Scenario Modeling](https://www.cakeequity.com/features/scenario-modeling): dilution and fundraising scenario modeling
- [Convertible Notes](https://www.cakeequity.com/features/convertible-notes): SAFE and convertible note tracking
- [Investor Relations](https://www.cakeequity.com/features/investor-relations): board and investor reporting
- [Compliance](https://www.cakeequity.com/features/compliance): audit-ready compliance tooling
- [83(b) Election](https://www.cakeequity.com/features/83b): 83(b) election tracking and reminders
- [AI Document Scanner](https://www.cakeequity.com/features/ai-document-scanner): AI-powered document and contract scanning
- [Audit Log](https://www.cakeequity.com/features/audit-log): compliance and record-keeping audit trail
- [Bare Trusts](https://www.cakeequity.com/features/bare-trusts): bare trust structuring for Australia equity
- [Data Room](https://www.cakeequity.com/features/data-room): investor and due diligence data room
- [Employee Motivation](https://www.cakeequity.com/features/employee-motivation): equity-based retention tools
- [Equity Benchmarking](https://www.cakeequity.com/features/equity-benchmarking): option pool and equity comp benchmarks
- [Form 3921](https://www.cakeequity.com/features/form-3921): US ISO tax reporting
- [Founder Vesting](https://www.cakeequity.com/features/founder-vesting): founder and co-founder vesting terms
- [QSBS](https://www.cakeequity.com/features/qsbs): QSBS eligibility and US tax compliance
- [Restricted Stocks (RSA/RSU)](https://www.cakeequity.com/features/restricted-stocks): restricted stock award and unit management
- [SAFE Notes](https://www.cakeequity.com/features/safe): SAFE note tracking for fundraising
- [Stock-Based Compensation Reporting](https://www.cakeequity.com/features/stock-based-compensation-reporting): ASC 718 accounting and reporting
- [Stock Options](https://www.cakeequity.com/features/stock-options): stock option grant management
- [Warrants](https://www.cakeequ
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