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Importing your share registry
Importing your share registry

How do I upload existing share registry data?

Shannon Griffin avatar
Written by Shannon Griffin
Updated over a week ago

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

For Newly Signed Up

If you just signed up for your Cake account, follow these steps:

  1. Go to the 'Equity' tab in the main section and click 'Shares / Shareholders'

  2. Click 'Add shareholders' and manually add your Shareholder Name, Email Address (optional), and Ownership or number of Shares.

3. If you need more Shareholders, click '+ Add Shareholder' to generate new fields.

4. Once you have filled out the fields, click 'Next' to save and issue the Shares. Please remove the blank fields by clicking the trash bin icon on the right side before clicking the 'Next' button.

If you have a large or complicated cap table, our team is more than happy to upload it for you. Click 'Send files to Cake' and upload your cap table in Excel format. We normally upload the cap table within 2 - 3 business days. The team will reach out to you once it's uploaded and ready to view.

For Existing User

If you have an existing Shareholder in your account and wish to add more Shareholders, follow these steps:

  1. From the 'Equity' section in the top menu, click 'Shares / Shareholders'

  2. Click '+ Add'

  3. Click the drop-down list to search from your existing contacts or click 'Add new shareholder'. For new Shareholders, provide their details such as Shareholder type and Contact details

  4. Fill out the Transaction details and click 'Issue shares' to finalise.

Bulk Upload

If you will be adding a large number of Shareholders, the bulk upload is the best way to do it.

  1. Go to the 'Equity' tab in the main section and click 'Shares'

  2. Click 'Bulk Upload' and select from the two options. (Import Existing File or Copy Paste)

3. If you wish to import existing files, you can download a copy of our template to follow the format and upload the csv file.

4. Click 'Next' to upload and review the details before issuing the shares .

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