To move your existing share registry into Cake, there are two options -

If you have a small number of shareholders you can add them manually one by one.

  1. From the Who Owns What tab in the top menu, click Shares.
  2. Click + Add.
  3. Click into the Add or Select a Shareholder text-box and select Add New Shareholder.
  4. Input the relevant shareholder and transaction details.
  5. Scroll down and select Issue Shares.

Repeat steps for each shareholder.

If you have a large number of shareholders you can import them in bulk into Cake.

  1. From the Who Owns What tab in the top menu, click Shares.
  2. Click the three vertical dots in the top right hand corner and select Upload Shareholders from the drop-down menu.
  3. Click Download Shareholders Upload Template from the pop-up, which will open the relevant template in Google Sheets.
  4. Follow the remaining instructions described on the front sheet of this import template.

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