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Cake Equity vs. Fidelity Shoobx

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Cake Equity

    Score10 out of 10
    N/ACake Equity provides a platform to help startups and scaleups raise capital, manage shareholders and grow their business.

    $0

    per month up to 5 stakeholders

    Fidelity Shoobx

    Score10 out of 10
    N/AA software solution to automate startup equity management operations and financings in a single collaborative hub, now from Fidelity Investments since the early 2023 acquisition. Shoobx helps private companies and investors do cap table management, 409a valuations, ASC 718 reporting, scenario modeling, next round planning, and gain portfolio insights.N/A
    Pricing
    Cake EquityFidelity Shoobx
    Editions & Modules
    Starter
    $60
    per month 30 stakeholders + $4 per additional
    Growth
    $125
    per month 30 stakeholders + $7 per additional
    No answers on this topic
    Offerings
    Pricing Offerings
    Cake EquityFidelity Shoobx
    Free Trial
    YesNo
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsDiscount available for annual payment of Growth and Starter plans.—
    More Pricing Information
    User Ratings
    Cake EquityFidelity Shoobx
    Likelihood to Recommend
    10.0
    (2 ratings)
    -
    (0 ratings)
    Usability
    10.0
    (2 ratings)
    -
    (0 ratings)
    User Testimonials
    Cake EquityFidelity Shoobx
    Likelihood to Recommend
    Cake Equity
    Cake Equity has honestly been great at the moments that matter most to me. When I first accepted my option offer, it was so easy to jump in and actually understand my vesting terms, none of that waiting around for HR or a lawyer to walk me through a confusing PDF. And then every time we've closed a new funding round, I just log in and can see straight away how it's affected my equity's value, instead of firing off an email and waiting days for someone to get back to me. It's made those big milestones feel a lot less stressful and a lot more exciting.
    Incentivized
    Read full review
    Fidelity Investments (FMR LLC)
    No answers on this topic
    Usability
    Cake Equity
    Cake Equity is very user friendly
    Incentivized
    Read full review
    Fidelity Investments (FMR LLC)
    No answers on this topic
    ScreenShots

    Cake Equity Screenshots

    Screenshot of the interface to monitor a startup's equity performance with Cake Equity.Screenshot of where to manage option pools for a startup with Cake Equity.Screenshot of a view that provides transparency and control over shareholder, noteholder, and optionholder details with Cake Equity.Screenshot of where to customize a startup's equity structure with Cake Equity.Screenshot of some statistics that give teams, advisors and investors access to their equity holdings with Cake Equity.Screenshot of stock option management for employees, advisors, and investors, appearing in Cake.