Cake Equity Reviews (132)

Reviews

Cake Equity Reviews (132)

4.8
132 reviews

What do users say?

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Users consistently praise the ease of use and excellent customer support provided by Cake Equity, making it a reliable choice for managing cap tables and equity plans. The intuitive interface simplifies complex processes, allowing users to navigate and manage their equity efficiently. However, some users note that the platform could benefit from enhanced reporting features.

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joseph@cogniss.com B.
JB
joseph@cogniss.com B.
Small-Business (50 or fewer emp.)
"Effortless Cap Table Management with Excellent Support"
4.5/5
What do you like best about Cake Equity?

I really like that Cake Equity is very simple to use and very specific for the tasks that I am looking to do. The customer success support is also very good, which enhances the overall experience. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

I think it would be good to have a data room functionality. Review collected by and hosted on G2.com.

Mark M.
MM
Mark M.
Investor
Small-Business (50 or fewer emp.)
"Effortlessly Simplifies Cap Table Management"
4.5/5
What do you like best about Cake Equity?

I like the fact that Cake Equity is well set up and easy to use. It takes away the complexity of dealing with setting up safe notes and allows me to easily manage my cap table. I found the initial setup relatively easy, especially with the support phone support which helped us. It was quite simple once we understood what we had to do. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

Nothing so far Review collected by and hosted on G2.com.

AN
Verified User in Computer Software
"Easy to use and intuitive"
5/5
What do you like best about Cake Equity?

Cake is easy and fairly intuitive to use. It makes administering an employee stock options plan fairly simple. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

Basic training as part of onboarding would be helpful. Review collected by and hosted on G2.com.

AN
Verified User in Broadcast Media
"Containing Equity Complexity in one place"
4.5/5
What do you like best about Cake Equity?

It maintains equity records and ownersship easily, calculations and modelling done without the need for complex formulas. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

Can be complex, many aspects require alot of learning and I still don't know everything Review collected by and hosted on G2.com.

Aaron C.
AC
Aaron C.
Managing Director
Small-Business (50 or fewer emp.)
"Easy onboarding, Great Support"
4.5/5
What do you like best about Cake Equity?

Cake Equity makes managing our cap table and employee equity plans incredibly simple and stress-free. The platform is intuitive, easy to use, and saves a significant amount of time compared to manual spreadsheets. Their support team is also very responsive and helpful. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

While the platform is great overall, some of the reporting features feel a bit limited and could offer more flexibility. Occasionally, the navigation between sections isn't as intuitive as it could be, which can make it harder to find specific details quickly. Review collected by and hosted on G2.com.

🐾 Paloma N.
🐾N
🐾 Paloma N.
Creative advisor
Small-Business (50 or fewer emp.)
"Affordable, Scalable Solution for Early-Stage Founders"
4.5/5
What do you like best about Cake Equity?

It’s got what I need at a price that makes sense for an early stage founder. I’m able to scale it with the business, track my cap table, model dilution etc. it just makes it really easy to understand the equity side which can be confusing when you first start planning everything out. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

Not really a dislike I just wish esop was in the lowest tier! I’m looking forward to when we can use that feature. Review collected by and hosted on G2.com.

AN
Verified User in Health, Wellness and Fitness
"Very simple to set up, but may need more customization."
4.5/5
What do you like best about Cake Equity?

Sharing it with investors and providing updates Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

I wish there was more ways to customize it with vesting schedules and a way to set up drafts of documents through the portal Review collected by and hosted on G2.com.

AN
Verified User in Defense & Space
"True Game Changer"
5/5
What do you like best about Cake Equity?

Cake has made it incredibly easy to manage our cap table, ESOP, and execute 409As. Shannon has made it a seamless process getting up and running. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

It's not always the most intuitive platform. Review collected by and hosted on G2.com.

Karan J.
KJ
Karan J.
"Intuitive, User-Friendly, and Excellent Support"
4/5
What do you like best about Cake Equity?

I appreciate Cake Equity's intuitive and user-friendly design, making it easy to use even without extensive onboarding. The competitive pricing compared to industry peers is a big plus, and their exceptional customer support, highlighted by frequent and engaging interactions, really stands out. The seamless setup process, despite our complex initial data, demonstrated their capability to handle complexity and deliver smooth functionality. Their explainer videos and supportive app enhance usability, offering a comprehensive solution to equity management challenges. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

I felt initial concerns about the platform's stability as it seemed more like a web app and not as sturdy as other platforms like Capital, Astrella, or Carta, which feel more similar to banking apps in reliability. This concern was about the potential risk of the platform shutting down or vanishing. Additionally, while Cake is user-friendly, there was a lack of long-standing reliability initially, although these concerns were addressed after speaking with the Cake team. Another downside I see is the pricing scheme; it's somewhat deceptive because, while starting off competitively priced, it eventually requires additional costs for more features, making it comparable to the market rate. As more features are needed, the costs increase significantly, somewhat undermining the initial attractiveness of the basic plan. Review collected by and hosted on G2.com.

Response from Elise Peate of Cake Equity

Karan, thank you for taking the time to share such a detailed review. I’m glad our setup process, support, and resources made things easier for you—especially with a complex cap table. I also hear your concerns about pricing as companies scale, and we’ll keep working to build trust and deliver clear value.

Kristy B.
KB
Kristy B.
Fractional COO
Small-Business (50 or fewer emp.)
"Simplify cap table + give insights to your team!"
5/5
What do you like best about Cake Equity?

Giving employees the insights of their ESOP for their self management, this kind of visibility is a bonus for the team. IT also makes on and offboarding of employees to the ESOP so much simpler!

We have done a round, and are in the process of doing another round - the calculations used in Cake made the planning and process so much easier. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

Price is challenging for our current size, but the value is there. Review collected by and hosted on G2.com.