# Cap tables

Guides

How to transition from Carta: Complete timeline and checklist  
[Read this](/content/guides/how-to-transition-from-carta-timeline-checklist/index.html)

Cap table spreadsheet template, for starters  
[Read this](/content/guides/cap-table-spreadsheet-template/index.html)

How to migrate your cap table from spreadsheet to software  
[Read this](/content/guides/cap-table-spreadsheet-to-software/index.html)

Managing SAFEs and convertible notes: the complete workflow  
[Read this](/content/guides/managing-safes-and-convertible-notes/index.html)

How to migrate your cap table from Carta to Cake  
[Read this](/content/guides/migrating-from-carta-to-cake/index.html)

Stock options vs. warrants: Understanding the difference  
[Read this](/content/guides/stock-options-vs-warrants/index.html)

Stock warrants, explained: Definition, key terms, examples  
[Read this](/content/guides/stock-warrants/index.html)

10 Cap table mistakes startups make and how to avoid them  
[Read this](/content/guides/cap-table-mistakes/index.html)

How to set up a clean cap table (and not mess it up!)  
[Read this](/content/guides/clean-cap-table/index.html)

SAFE vs. convertible note: a founder's guide to fundraising  
[Read this](/content/guides/safe-vs-convertible-note/index.html)

How to manage a growing cap table  
[Read this](/content/guides/managing-cap-tables/index.html)

What is a cap table and why does it matter to startups?  
[Read this](/content/guides/cap-table/index.html)

Advanced cap table modeling for startups  
[Read this](/content/guides/cap-table-modeling/index.html)

The best cap table software for growing startups in 2026  
[Read this](/content/guides/best-cap-table-software/index.html)

Advisory shares: what startup founders need to know  
[Read this](/content/guides/advisory-shares/index.html)

409A Valuation, explained: the essential guide for startups  
[Read this](/content/guides/409a-valuation/index.html)

Frequently asked Questions

[What tools support cap table exports for auditors and investors?](/content/guides/faq-what-tools-cap-table-exports-auditors-investors/index.html)

[What tools help founders compare equity scenarios before signing a term sheet?](/content/guides/faq-tools-compare-equity-scenarios-term-sheet/index.html)

[When should I stop managing my cap table in spreadsheets?](/content/guides/faq-when-to-stop-spreadsheets/index.html)

[What's the best way to keep a single source of truth for equity ownership?](/content/guides/faq-how-to-keep-equity-ownership-single-source-of-truth/index.html)

[What's the best way to track cap table changes historically over time?](/content/guides/faq-how-to-track-cap-table-changes/index.html)

[What's the easiest way to migrate an existing cap table to a new platform?](/content/guides/faq-easiest-way-to-migrate-cap-table/index.html)

[I've been putting off switching because of the hassle. What does migration actually involve on my end?](/content/guides/faq-what-does-cap-table-migration-involve/index.html)

[Is Cake Equity built for US startups?](/content/guides/faq-is-cake-equity-built-for-us-startups/index.html)