Cake Equity vs. Shareworks, by Morgan Stanley

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Well suited for privately or publicly held companies with stock option plans or ESPP. Helpful for calculating stock compensation expense.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Calendar of vesting schedule
• Visibility into value of various equity based compensation
• Ability to setup default release elections at vesting dates

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• At the time, couldn't calculate a formula based on milestone vesting
• Had some small hiccups with calculating stock option compensation expense, but Capshare was able to solve over time.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Cake Equity is very user friendly

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We had a great team consisting of two Solium Shareworks admin experts, and one financial reporting expert to help us with the implementation. After the implementation, I feel we are in good hands with the Solium Shareworks relationship manager. We have quarterly contact with the team when new grants need to be added. Other then that, we are self-sufficient with the tool.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We like Carta because they offer transfer agent services in addition to Cap Table management. Shareworks is the upgraded Capshare. This is for IPO ready companies who are ready to take the next steps

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Positive - easy for employees to review stock plan and agreement.
• Positive - easy to pull cap table reports.
• Negative - requires a lot of administrative work for account activation, acceptance by users.
• Negative - support is not responsive.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info