Back/Cake Equity

Cake Equity

Los Angeles, CA-based equity management software company founded in 2018. Private. Operates in FinTech and startup ecosystem globally. Serves founders, CEOs, and startups with cap table management, equity tracking, and stock options administration.

Entry price

$229.17

Team · /mo, billed annually

Plans tracked

2 add-ons

Pricing changes

Latest Wk 35 '26

Pricing model

Subscription

Free tier available

Pricing Change History

7 changes

20267 changes

Wk 35 '26

Packaging

Cake Equity's Pro plan quietly caps stakeholders at 100, then $60 each extra

Pro plan's 'Discounted rates for large cap tables' claim was replaced with a generic 'Talk to us about your cap table' CTA, dropping the explicit large-table discount messaging. Pro plan removed the 'Multi-factor authentication (2FA)' bullet, added 'ISO / NSO split handling', and reworded its tagline from 'Series A & B+' to 'complex cap tables' with a new 'For finance executives' badge.

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Wk 34 '26

Packaging

Cake Equity: Custom plan adds Annual/Quarterly billing option

Custom (Enterprise) plan card now explicitly advertises 'Annual or Quarterly Billing' as a payment cadence option; this text was absent from the plan card previously.

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Wk 32 '26

Packaging

Cake Equity: Plan taglines re-targeted to funding stages (Pre Seed, Series B+)

Plan taglines re-targeted to funding stages (Build->Pre Seed, Team->Seed & Series A, Pro->Series B+); 409A toggle clarified that Team & Pro plans already include 409A valuations.

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Wk 27 '26

Improvement

Cake Equity adds Rule 701 tracking to Pro plan, filling the equity compliance gap

Rule 701 tracking added to Pro plan, appearing in the Pro plan card between Form 3921 reporting and Point-in-time reporting, and as a new row in the comparison table.

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Wk 25 '26

Packaging

Cake Equity launches free plan for pre-team founders with cap table tools

New Free plan added at $0 for founders pre-team, includes 5 stakeholders and access to Build features (cap table, stock options, SAFE notes). Build remains the first paid plan at $1,000/yr.

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Wk 23 '26

Packaging

Cake Equity: Free plan removed: the standalone $0 'For founders pre-team' tier (up to 5 stakeholders, 'Always free') was…

Free plan removed: the standalone $0 'For founders pre-team' tier (up to 5 stakeholders, 'Always free') was discontinued. Free access is now folded into the paid Build and Team plans as 'First 5 stakeholders free'. Multi-factor authentication (2FA) added to the Pro plan feature list.

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Wk 22 '26

Improvement

Cake Equity doubles 409A valuations for Growth plans to 2 per year

Board approval flow added to Build/Starter plan features; Pro plan reporting renamed from Date-based to Point-in-time reporting. Growth/Team plan 409A valuations increased from 1 included to 2 per year (worth $3,000), up from a single valuation (saving $1,500).

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