Cake Equity

From $1,000Free planG2 4.8 · 143 reviews

Seed and Series A startups that want clear annual pricing with 409A valuations included in the same bill.

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Quick overview

Pricing: Free up to 5 stakeholders; paid from $1,000/year
Plans: US list prices (as of October 2026): Free $0 (up to 5 stakeholders; cap table, stock options, SAFE notes). Build $1,000/year billed annually, quarterly billing available (25 stakeholders included, $1 per additional stakeholder; SAFEs and convertible notes, templated option grants, board approvals, fundraising modeling, e-signing, My Cake shareholder access). Team $2,750/year, annual only (40 stakeholders included, $5 per additional stakeholder; two 409A valuations a year, RSUs/RSAs, full contract editor, warrants, options exercising, AI access via MCP). Pro custom pricing, annual (quarterly available) (100 stakeholders included, $60 per additional stakeholder; ASC 718 reporting, Form 3921, Rule 701 tracking, international option pools, bare trusts, dedicated Slack support). Annual add-ons: 409A $1,500/year, QSBS $500/year, SPV $500/year, stock-based compensation $500/year (all included in Pro). Free managed migration.
G2 rating: 4.8 / 5.0
Comparisons: Featured in 2 comparisons

Key features

Published pricing with a quote calculator and a free plan up to 5 stakeholders
SAFEs, convertible notes and fundraising modeling on all paid plans
Two 409A valuations a year included on Team and Pro
ISO, NSO, RSU and RSA grants with board approvals, e-signing and exercising
My Cake portal for shareholders and employees, with two-way investor communications

Pros

Clear published prices at every tier
Two 409As a year included on Team ($2,750/year)
Free managed migration from Carta, Pulley or spreadsheets
Free plan for the earliest stage

Cons

ASC 718, Form 3921 and Rule 701 require the custom-priced Pro plan
Free plan is capped at 5 stakeholders
Add-ons are annual-only

Cake Equity in our comparisons

Accounting & Finance

Best Cap Table Software

Carta is the best cap table software for most startups: free up to 25 stakeholders and $1M raised, and it scales to 409As and ASC 718. Pick Cake Equity if you want published prices.

Emily RodriguezUpdated October 2026

Accounting & Finance

Carta alternatives

Pick Cake Equity if you are a US startup leaving Carta over price: published plans, free migration and two 409As a year on Team. Pick Ledgy if you are in the UK or Europe. Stay on Carta if you want one vendor for everything up to IPO.

Emily RodriguezUpdated October 2026