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Equity
Employee equity (options), capital raising (shares or notes) and more!
32 articles in this collection
Written by
Shannon Griffin
and
Elin Frid
Shares
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
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?
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
Notes
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
Raise
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