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Bootstrap vs Capital Raise: What Suits Your Startup Best
Bootstrap or capital raise: which one is right for your startup. Know the pros and cons of bootstrapping and capital
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Raising Capital in Australia: A Founder's Checklist
Unless you're prepared to. bootstrap. your start-up all the way to the top, it is more than likely you will raise capital
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Some founders survive on bootstrapping. Others look strongly to their customers to self capitalize and get revenue.
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Equity toolkit

appName: Cake Equity

appCategory: Business

appTagline: Equity management software

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Startup equity 101
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What is bare trust, how does it work, and how to leverage
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Tools to manage equity and capital raise
Make informed decisions about your equity and fundraising strategies with these tools
Options planning template
Plan how to allocate your option pool with this
easy-to-use option pool planner.
Investor CRM template
Manage the number of investors at the
beginning of your planning process and
streamline your raise.
Key legal templates for
issuing equity
Legal contracts you need when offering equity
to your employees, advisors, and team.
Simple startup valuation
Calculate the value of your startup with these 4
simple valuation methods. +Free spreadsheet! =
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Across Twitter, Linkedin, G2, and startup community groups, our
customers are saying the nicest things.
Gavin B. Sharon H.
CEO CEO
"Cake's feature set is exactly what we needed as a "Cake Equity makes the issuing of shares and the setup
startup getting off the ground with an equity raise and and offering of ESOP agreements to staff simple. It is
an employee ESOP for the first time. Since then, it's particularly useful for startups with a global workforce.
grown alongside us and the feature set has developed. It is also great for planning and visualising the impact of
We've always gotten great support from the team as capital raises on a business."
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Gavin B. Sharon H.

CEO CEO
"Cake's feature set is exactly what we needed as a "Cake Equity makes the issuing of shares and the setup
startup getting off the ground with an equity raise and and offering of ESOP agreements to staff simple. It is
an employee ESOP for the first time. Since then, it's particularly useful for startups with a global workforce.
grown alongside us and the feature set has developed. It is also great for planning and visualising the impact of
We've always gotten great support from the team as capital raises on a business."
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table admin. | co-founded Shoes of Prey 15 years ago share scheme), and managing/updating investors with
and we had to do all this stuff manually. It was time- certificates, updates, etc. Additionally, their team is
consuming and painful to do. For Fable we use Cake incredible, always my (and others) go-to on startup
Equity and genuinely love the product. It just simplifies topics like raising, ESOP and anything equity-based.
all of this so much." They are responsible & super attentive."
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to provide a data-rich solution for quantifying
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manager or leader globally. Mead is also a Co-Founder of
She Maps, a STEM education social enterprise that uses
drones to engage students, especially girls and
underrepresented groups, and encourage diversity in the
STEM workforce.


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screenKeywords:
Cake -
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Learn more about Cake | i ‘
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Create and manage contact groups \ »
In this article we show you how to create groups of contacts which can be used for
announcements and document sharing... Creating a group Go to Stakeholders in the
main menu on the left Click Groups in the top
How to create your investor or employee account
investor / employee upon signing up + you'll need to make sure you're using the same
email address to create
How do I create custom vesting schedules?
To create a custom vesting schedule in Cake follow the steps below - Navigate to
'Equity Plans'... Add an Offer Type in the optionholders name and the number of
options Next step is to create... Here is an example of a custom vesting schedule
created in Cake -
Create Your Share Certificate Template
How do | setup a Share Certificate template?
Reset Password
If that doesn't work, we suggest trying to sign up (and creating a new password)
|- 1

(d

Getting Started Equity Communication

Everything you need to know to Employee equity (options), capital Discover the best ways to

get up and running on Cake! raising (shares or notes) and more! communicate with your
shareholders and employees...

.& 2 authors « 7 articles .&3 6 authors « 55 articles .‘, 2 authors « 3 articles

Stakeholders Documents Settings & Billing

Manage your contacts, board Store documents, share them with From updating your company info

members and groups including your stakeholders and get to changing the billing cycle, we

how to invite them to Cake! documents executed through... have you covered here!

‘ 1author « 8 articles .&‘, 3 authors « 15 articles “3 3 authors « 12 articles

Investors
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Getting Started Equity Communication

Everything you need to know to Employee equity (options), capital Discover the best ways to

get up and running on Cake! raising (shares or notes) and more! communicate with your

shareholders and employees...

.& 2 authors « 7 articles ‘&3 6 authors « 55 articles ‘; 2 authors « 3 articles
Stakeholders Documents Settings & Billing

Manage your contacts, board Store documents, share them with From updating your company info
members and groups including your stakeholders and get to changing the billing cycle, we
how to invite them to Cake! documents executed through... have you covered here!

‘ 1author « 8 articles .&; 3 authors « 15 articles ‘;3 3 authors « 12 articles
Investors


Adding a raise offer

pageType: Application Application Application Application Application Application

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&3 Company >
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Adding a recipient

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{ Update available
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Messages

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@
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|Cake.
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Jane Smith .
Jane Smith
e 30 Oct 2023 e from: JMobbin 30 Oct 2023, 18:39
Portfolio
Quick metrics update
@ Quick Metrics Driven Update NOTES: PLEASE REPLACE Quick metrics update
W ALL EXAMPLES IN [BRACKETS]...
offers Quick Metrics Driven Update
Messages NOTES: PLEASE REPLACE ALL EXAMPLES IN [BRACKETS]
@ [Intro, make it 'punchy' and get to the point] Hey All,
Docs A quick update. The last [period] has been our [insert adjective] to date. 3 key aspects have made it
so:
1. [Update 1]
2. [Update 2]
3. [Update 3]
[ Insert any asks up front, but keep them friendly ie. introductions like this, social posts like this, does
anyone know key people from country, industry, investor]?
How can you help? (we greatly appreciate your help as we scale!)
1. [Ask 1]
2. [Ask 2]
3. [Ask 3]
The numbers:
[Insert KPIs at least x3 Customer, revenue growth, MRR, ARR, Revenue Retention, Customer retention,
CAGRI]
Notable call-outs: [Showing traction in x country, specific persona/customer, material change in x]
1. [Call out 1]
2. [Call out 2]
3. [Call out 3]
|Cake.
Messages Company Portal @ e
Home
e Jane Smith
=- 30 Oct 2023
Portfolio
Quick metrics update
@ Quick Metrics Driven Update NOTES: PLEASE REPLACE
W ALL EXAMPLES IN [BRACKETS]...
Offers
Messages
Docs


Competitor comparison

pagePatterns:
Landing Page
Footer Section

pagePatterns:
Competitor Comparison Page
FAQ Section

pagePatterns:
Competitor Comparison Page
Competitor Comparison Page
FAQ Section
Competitor Comparison Page
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Social Proof (Testimonial) Section
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Footer Section

pageType: Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing

screenKeywords:
Cake. Product v About v Resources v Pricing Login Talk to Sales
[ ]
g The Carta alternative for
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scaling startups looking
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affordable solution
We like Carta and think it's a great platform for later stage companies who require
all the bells and whistles. But, if you're in your early and growth stages and
looking for a simple, easy to use platform without all the complexity, jump on to
Cake and experience the difference. Get your contracts setup in minutes and
motivate your team in real time.

No credit card required!
|Cake Product v About v Resources v Pricing Login Talk to Sales
Frequently asked questions

Do | need a transfer agent to offboard from Carta? A

No. Transfer agents are only needed to transfer equity, not change solution providers. We do have transfer agent partners if you ever need

them! Read this to know more .

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How long will it take to migrate data? v

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Sta rt F ree templates, saving thousands in legal fees!
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You don't have to pay for complicated features you don't need.
Add Contract Tags
Offer Letter
. [ ervirerem J
Powerful contract engine & —
Set up equity plans, send offer, and arrange digital signing in
minutes. Use our stock option or capital raising agreements, edit
them, or upload your own. Even easily add contracts from your
attorney. We made it flexible to save you time and money.
DocuSign
sovee x Rachel Kelly
|Cake Product v About v Resources v Pricing Login Talk to Sales
Frequently asked questions
Do | need a transfer agent to offboard from Carta? v
Will you help me migrate my data across for free? v
How long will it take to migrate data? v
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"Cake is what Carta should be."
"Cake is what Carta should be. It's easy to use, no need to speak to a representative every five
minutes and the support actually gets stuff done.
One example is that when you have an issue with Carta, you need to call them and it gets escalated to
multiple people and it takes *days* to get stuff done. With Cake, | have access to my own
representative, | can book meetings with them when | want and they get things done within hours.
And the price: Cake is 10% of the price of Carta."
JULIEN D, FOUNDER AND CEO
"I prefer using Cake to Carta."
"Easy to use platform. Responsive team. Good price. | prefer using cake to carta, it has a simpler ui
and asciar A 11 far wihat wia da Cincre Mmoavina +a ~alba | finA i+ raallyvy oaacyvs +A MAananae e anA
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Can't decide between Cake and Carta?
Don't take it from us, take it from Cake users and former Carta users who made the shift!
q 2
5-star reviews from happy customers G
"Cake is what Carta should be."
"Cake is what Carta should be. It's easy to use, no need to speak to a representative every five
minutes and the support actually gets stuff done.
One example is that when you have an issue with Carta, you need to call them and it gets escalated to
multiple people and it takes *days* to get stuff done. With Cake, | have access to my own
representative, | can book meetings with them when | want and they get things done within hours.
And the price: Cake is 10% of the price of Carta."
JULIEN D, FOUNDER AND CEO
"I prefer using Cake to Carta."
"Easy to use platform. Responsive team. Good price. | prefer using cake to carta, it has a simpler ui
and asciar A 11 far wihat wia da Cincre Mmoavina +a ~alba | finA i+ raallyvy oaacyvs +A MAananae e anA
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Capital raise Product updates Glossary Startup equity calculator
perngh 409a valuation Security Success Stories Equity agreement templates
2023 5-Star G2 Rating 3 A
Equity benchmarking Help center Carta vs Cake
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PRIVACY  TERMS & CONDITIONS © ALL RIGHTS RESERVED 2023


Deleting a folder

pageType: Application Application Application Application Application

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advice. You disclaim and indemnify Cake for any loss sustained as a result of using the Platform. You can view the software Terms of Use here.
& What's New
2FA security ®
Bare trusts & SPVs ®
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& What's New
2FA security ®
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& What's New
2FA security ®
Bare trusts & SPVs ®
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& What's New
2FA security ®
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pageType: Application Application

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Startup equity split: how to distribute equity the right way >
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Sending a demo offer

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Add a global options plan

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Equity benchmark calculator

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Guides hub

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CAPITALIZATION TABLE — 7 MINS
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