Equity

Employee equity (options), capital raising (shares or notes) and more!

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32 articles in this collection
Written by Shannon Griffin and Elin Frid
Options

Estimated Value of Options or Shares

How is the 'Estimated Value' of options and shares calculated through Cake? Can I turn this off for my employees and / or shareholders?
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Written by Shannon Griffin
Updated over a week ago

Add an Employee Share Option Plan (ESOP)

Want to add an ESOP to your registry and setup auto vesting?
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Written by Shannon Griffin
Updated over a week ago

Accepting an ESOP offer

How do I accept an ESOP offer?
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Written by Shannon Griffin
Updated over a week ago

Stages of a new ESOP Offer

What do the various status' of a new ESOP offer mean?
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Written by Shannon Griffin
Updated over a week ago

Granting your employee options

The ESOP offer has been accepted, what's next?
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Written by Shannon Griffin
Updated over a week ago

Exercising options

My employee's options have vested, how do I exercise these for them?
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Written by Shannon Griffin
Updated over a week ago

How do I edit the details of my option pool?

Editing the name, number of options, exercise price of an existing option pool
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Written by Shannon Griffin
Updated over a week ago

What happens if an employee leaves the company?

If your employee is leaving the company and they hold options and/or shares, here is how to determine what will happen to those.
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Written by Shannon Griffin
Updated over a week ago

How do I delete an option pool and/or offers?

Deleting an option pool and existing offers from Cake
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Written by Shannon Griffin
Updated over a week ago

Lapse Options

How to lapse Options and allocate them back to the ESOP pool
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Written by Shannon Griffin
Updated over a week ago

Pausing auto-vesting options

How do I stop my employee options from auto-vesting?
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Written by Shannon Griffin
Updated over a week ago