Cap tables

Guides

How to transition from Carta: Complete timeline and checklist
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Cap table spreadsheet template, for starters
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How to migrate your cap table from spreadsheet to software
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Managing SAFEs and convertible notes: the complete workflow
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How to migrate your cap table from Carta to Cake
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Stock options vs. warrants: Understanding the difference
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Stock warrants, explained: Definition, key terms, examples
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10 Cap table mistakes startups make and how to avoid them
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How to set up a clean cap table (and not mess it up!)
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SAFE vs. convertible note: a founder's guide to fundraising
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How to manage a growing cap table
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What is a cap table and why does it matter to startups?
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Advanced cap table modeling for startups
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The best cap table software for growing startups in 2026
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Advisory shares: what startup founders need to know
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409A Valuation, explained: the essential guide for startups
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Frequently asked Questions

What tools support cap table exports for auditors and investors?

What tools help founders compare equity scenarios before signing a term sheet?

When should I stop managing my cap table in spreadsheets?

What's the best way to keep a single source of truth for equity ownership?

What's the best way to track cap table changes historically over time?

What's the easiest way to migrate an existing cap table to a new platform?

I've been putting off switching because of the hassle. What does migration actually involve on my end?

Is Cake Equity built for US startups?