Cake Equity Reviews (133)

Reviews

Cake Equity Reviews (133)

4.8
133 reviews

What do users say?

Generated using AI from real user reviews
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.

Pros & Cons

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AN
Verified User in Hospital & Health Care
"Easy to use product"
4.5/5
What do you like best about Cake Equity?

The user interface is very intuitive and easy to use Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

The legal templates provided are somewhat convoluted Review collected by and hosted on G2.com.

NO
Nidhi O.
Co-founder
Small-Business (50 or fewer emp.)
"Making Equity Management Stress-Free"
5/5
What do you like best about Cake Equity?

We recently had an extremely insightful call with a CAKE representative about restructuring our cap table and drafting new ESOPs. The platform’s flexibility really stood out—especially for managing equity across multiple geographies—and the team provided clear, tailored guidance. It was refreshing to speak with someone who genuinely understood our startup’s unique needs and either addressed them on the spot or took action steps to follow up. We also appreciate how CAKE continually improves its features, making us confident it’ll scale with us as we grow. If you’re seeking a user-friendly solution that keeps cap table management and ESOP administration straightforward, CAKE is worth checking out! Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

Honestly, we haven’t encountered any downsides so far. The platform meets our current needs, and the support team has been on point whenever questions arise. If that changes in the future, we’ll update our review accordingly. Review collected by and hosted on G2.com.

CM
Charlie M.
Consultant / Outsourced CFO
Small-Business (50 or fewer emp.)
"Cake Equity is fun to use and the support is excellent"
5/5
What do you like best about Cake Equity?

It is easy to get started with Cake Equity. The platform is intuitive with all the features needed to support an equity program. The best part for me is the support. Cake Equity reached out to me to see if I had questions or needed support. I scheduled a support session for the next day, which was helpful. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

I have also used Carta, which probably has more features. But Carta is also overwhelming and not fun to use. Review collected by and hosted on G2.com.

Verified User in Health, Wellness and Fitness
AH
Verified User in Health, Wellness and Fitness
Small-Business (50 or fewer emp.)
"Great product and great support at a fraction of the cost of Carta"
5/5
What do you like best about Cake Equity?

CAKE has most of the features that the leading cap table software brand has - at a fraction of the price. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

Not quite as mature reporting as Carta, but has most everything you might need. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Very user friendly system."
5/5
What do you like best about Cake Equity?

Reporting is simply laid out. Support has been exceptional. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

Some basic functionality is missing. For instance you can only upload one file at a time. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Verified User in Computer Software
"Seamless platform that makes us look good!"
5/5
What do you like best about Cake Equity?

Easy to use for me as a Founder and our investors love it! It makes us look so professional and legit as a new startup. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

The modeling could be better and more precise -- if I give a certain amount of equity and at this valuation, what would that situation do to ownership. Review collected by and hosted on G2.com.

Verified User in Accounting
CA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Startups who try Cake, get to have their cake and eat it too"
5/5
What do you like best about Cake Equity?

Responsiveness. Even their senior leaders will hear and respond to your questions or concerns in rapid speed. I even emailed on a Sunday and received a response directly from a leader in less than 10 minutes. Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

They are not as well known as other cap table management companies in the US but I imagine that will change as their customer base matures and expands. Review collected by and hosted on G2.com.

SH
Sylph H.
CFO
Small-Business (50 or fewer emp.)
"Couldn't be easier for startup companies!"
5/5
What do you like best about Cake Equity?

We began using CAKE in 2022 when our startup needed to bring in its first external fundraising and shareholders. We were looking for a solution to assist with tracking / maintaining a share register and also provide visuals of the cap table, company valuations over time, share prices, etc.. We were thrilled to find that CAKE provided all of it and more. We then watched as the CAKE team continued to build new features which we made use of. We've never needed to reach out to customer support in this time as we have found the portal quite intuitive. We also find that we access CAKE and manage the portfolio at least once per week especially the "communications" module to send shareholder updates.

Couldn't recommend it more! Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

The platform overall is great, and if we were to comment on negatives they would be mostly in the User Experience/graphical design and not the features themselves.

We find the Dashboard to be quite busy and we dont really use it.

Some of the pages are so busy that the choice of boxes/cards to display info can make the portal look overwhelming at times and requires digging around to find "where" to access certain features such as share transfers, etc.

A dark-mode colour option would also be helpful. Review collected by and hosted on G2.com.

Sam W.
SW
Sam W.
Chief Financial Officer
Mid-Market (51-1000 emp.)
"easy to use - good dashboards"
5/5
What do you like best about Cake Equity?

great customer support - easy to use. lots of needed functions Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

nothing so far it's great, reasonable price Review collected by and hosted on G2.com.

MM
Michelle M.
Senior Payroll Officer
Mid-Market (51-1000 emp.)
"Game-Changer for Startup/Scale-up Equity Management: Simple, Secure, and Time-Saving"
5/5
What do you like best about Cake Equity?

Cake Equity has made managing our startup/scale-up's equity super simple. Their platform takes care of all the complicated stuff like tracking shares, managing and issuing options, and keeping investors in the loop, all in one place. It updates automatically in real-time, so we don’t have to worry about spreadsheets or compliance issues. It’s secure, easy to use, and saves us a ton of time.

What we love most is how Cake helps us offer ESOP options in a way that attracts and keeps great talent, while also creating a culture where everyone feels invested in the company’s success. The automated tools save us from doing manual work, and it makes communicating with the team about their equity so much easier. Cake is a must-have for any startup/scale-up looking to simplify equity management and motivate their team—all without the usual headaches.

Oh, and the customer service is outstanding!! Review collected by and hosted on G2.com.

What do you dislike about Cake Equity?

Over the years there has been some limitations in the platform, such as search functionality and reporting, but Cake are always looking at ways of improving and so much work has gone into the platform to make it super user friendly and all feedback is listened to and actioned whereever possible. It is constantly evolving and improving.

The only thing that is a 'dislike' is the functionality of document templates. There is no back button/undo function, so have to be careful when making changes.... Review collected by and hosted on G2.com.