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Exporting or Downloading your Data
Exporting or Downloading your Data

How do I export my Cap Table from Cake?

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

There are a few different exporting options on the platform depending on the data you are looking to export.

Cap Table Summary

  1. Head to Cap Table -> Overview

  2. Select the toggle in the top right of Fully Diluted or Undiluted based on your preference

  3. Click 'Download CSV'

Cap Table (Shareholders)

  1. Head to 'Cap Table'

  2. Click on the sub-category 'Shareholders'

  3. In the top right corner, click 'Actions'

  4. Scroll down in the dropdown menu and there will be two options for downloading - Download shareholders PDF and Download shareholders CSV.

    • Download shareholders PDF - this will download a complete Register of Members

    • Download shareholders CSV - this will generate your Shareholder's details, Share Type, Total Shares, Total Amount, and Total Undpaid in csv format.

Cap Table (Options)

Option Holders and Offer List

  1. Head to 'Cap Table'

  2. Click on the sub-category 'Options holders'

  3. In the top right corner, click 'Download CSV'

Cap Table (Notes)

  1. Head to 'Cap Table'

  2. Click on the sub-category 'Note holders'

  3. In the top right corner, click 'More'

  4. Select 'Download Notes' from the dropdown menu

Stakeholder Details

  1. Head to 'Company'

  2. Click 'Stakeholders' on the sub-category

  3. Under the 'Contacts' tab, click the 'More' button on the upper right side of the screen

  4. Select 'Download all stakeholders CSV'

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