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Cake Equity pricing

Equity management platform for cap tables, stock options, capital raises and equity compliance.

Free plan
Yes
Paid from
-
Plans
4
Free trial
-

What is Cake Equity?

Cake Equity is a cap table and equity management platform for startups and growing companies, used by founders, finance teams, HR, law firms and investors. It covers cap table management, scenario modeling, founder vesting, warrants and an audit log, plus equity incentives such as stock options, RSUs and RSAs. Capital raise tools handle SAFEs, convertible notes and investor relations, while compliance features include 409A valuation, QSBS, ASC 718 and Form 3921. An employee app and an AI assistant for querying equity data are also offered. The product is sold through a free start and paid plans, with a free managed migration from other tools.

Plans and prices

Free

Free

Stakeholders included
5
  • Cap table management
  • Stock options
  • SAFE notes
  • Starter and Growth features

Build

-

$1,000/mo billed yearly

Stakeholders included
25
Additional stakeholder
$1
  • Cap table management
  • SAFE and convertible notes
  • Shareholder vesting
  • Templated stock option grants
  • Board approval flow
  • Equity benchmarking
  • Fundraising modeling
  • Integrated e-signing
  • + 2 more
    • Shareholder portal access
    • Two-way team and investor comms

Team

-

$2,750/mo billed yearly

Stakeholders included
40
409A valuations per year
2
Additional stakeholder
$5
  • All Build features
  • Audit-ready 409A valuation
  • AI access (MCP)
  • Incentive plans
  • Full contract editor
  • Legal templates for stock options
  • Integrated options exercising
  • Warrants
  • + 3 more
    • Team equity benchmarks
    • Employee portal
    • Free basic migration

Pro

Customcontact sales

409A valuations per year
2
Additional stakeholder
$60
  • All plans features
  • 409A valuation
  • ESS reporting
  • Share-based payment reporting
  • Stock-based compensation reporting
  • 3921 reporting
  • ISO and NSO split handling
  • Rule 701 tracking
  • + 4 more
    • International options pools
    • Bare trusts
    • Audit-ready reporting
    • Priority Slack support

Prices in USD, as shown by cakeequity.com. Source: pricing page. Last checked October 30, 2026.

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I want to decide whether Cake Equity (cakeequity.com) is the right tool and which plan to pick.
Below is what the StableMRR pricing directory read from Cake Equity's own pricing page (last checked 2026-10-30). It can be out of date, so treat it as a starting point.

Category: Fintech / Banking and finance
What it does: Equity management platform for cap tables, stock options, capital raises and equity compliance.
Plans:
- Free: Free. Limits: Stakeholders included 5. Includes: Cap table management, Stock options, SAFE notes, Starter and Growth features
- Build: - ($1,000/mo billed yearly). Limits: Stakeholders included 25, Additional stakeholder $1. Includes: Cap table management, SAFE and convertible notes, Shareholder vesting, Templated stock option grants, Board approval flow
- Team: - ($2,750/mo billed yearly). Limits: Stakeholders included 40, 409A valuations per year 2, Additional stakeholder $5. Includes: All Build features, Audit-ready 409A valuation, AI access (MCP), Incentive plans, Full contract editor
- Pro: Contact sales. Limits: 409A valuations per year 2, Additional stakeholder $60. Includes: All plans features, 409A valuation, ESS reporting, Share-based payment reporting, Stock-based compensation reporting
Alternatives in the directory: 21bitcoin, ADM Guard, Acorns, Agentic Traders
Pricing page: https://www.cakeequity.com/pricing
Directory listing: https://stablemrr.com/p/cakeequity-com

First ask me three short questions about my team size, budget and what I need it for. Then recommend one plan, tell me what could make it a bad fit, and compare it with the alternatives. Finish with what I should check on the vendor's site before I pay.

Pricing facts

Pricing model
Mixed
Billing
yearly
Discounts
Annual billing saves 10%, Annual Build saves $500 a year

About Cake Equity

Headquarters
United States
Platforms
ios, api
Integrations
Pulley, Carta

Features

  • Cap table management
  • SAFE and convertible notes
  • Equity incentives
  • 409A valuation
  • QSBS
  • ASC 718 reporting
  • Rule 701 tracking
  • Form 3921 reporting
  • AI access (MCP)
  • Managed migration

Price history

No price changes recorded since we started tracking on October 30, 2026.

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How this page was made. Plans and prices are read automatically from cakeequity.com's public pricing page, checked against the page text, and re-checked about every week. Method. Something wrong? Tell us.

Cake Equity Pricing and Plans - StableMRR