Equity

Importing your share registry

How do I upload existing share registry data?

Written by Shannon Griffin
Updated over a week ago

Add a new shareholder

Written by Shannon Griffin
Updated over a week ago

Add a share issuance

How do I issue shares to an investor?

Written by Shannon Griffin
Updated over a week ago

Add a new share type

How do I issue shares under a new share class?

Written by Shannon Griffin
Updated over a week ago

Edit or delete existing share types

Written by Shannon Griffin
Updated over a week ago

Edit or Delete Cap Table

How to edit or delete a share issuance, transfer, share split or conversion.

Written by Shannon Griffin
Updated over a week ago

Delete a transaction

I made a mistake, how do I delete a transaction?

Written by Shannon Griffin
Updated over a week ago

Share transfers

How do I add a share transfer to my Cap Table?

Written by Shannon Griffin
Updated over a week ago

Share Split

How do I add a Share Split?

Written by Shannon Griffin
Updated over a week ago

Share Buy-Back

How do I process a share buy-back through Cake?

Written by Shannon Griffin
Updated over a week ago

Share Conversion

How do I convert shares from one share class to another?

Written by Shannon Griffin
Updated over a week ago

Exporting Data

How do I export my Cap Table from Cake?

Written by Shannon Griffin
Updated over a week ago

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?

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?

Written by Shannon Griffin
Updated over a week ago

Accepting an ESOP offer

How do I accept an ESOP offer?

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?

Written by Shannon Griffin
Updated over a week ago

Granting your employee options

The ESOP offer has been accepted, what's next?

Written by Shannon Griffin
Updated over a week ago

Exercising options

My employee's options have vested, how do I exercise these for them?

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

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.

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

Written by Shannon Griffin
Updated over a week ago

Lapse Options

How to lapse Options and allocate them back to the ESOP pool

Written by Shannon Griffin
Updated over a week ago

Pausing auto-vesting options

How do I stop my employee options from auto-vesting?

Written by Shannon Griffin
Updated over a week ago

How to add a Note holder

How to add a SAFE, Convertible or Non-Standard Noteholder to your Cap table

Written by Elin Frid
Updated over a week ago

Convert Notes to Shares

How do I convert my notes to shares?

Written by Elin Frid
Updated over a week ago

Stages of a Raise Offer

What do the various status' of a new investment offer mean? When is the prospective investor emailed?

Written by Shannon Griffin
Updated over a week ago

Starting a New Raise

How do I set up a raise?

Written by Shannon Griffin
Updated over a week ago

Add Investors to a Raise

How do I add my investors to the raise?

Written by Shannon Griffin
Updated over a week ago

SAFE Note Raise

How to set up a SAFE Note Capital Raise

Written by Elin Frid
Updated over a week ago

Convertible Note Raise

How to set up a Convertible Note Capital Raise

Written by Elin Frid
Updated over a week ago

Accept an Offer to Invest

Written by Shannon Griffin
Updated over a week ago

Do you have a modelling feature?

Can I model out draft transactions in the cap table?

Written by Shannon Griffin
Updated over a week ago